Mark Martel, president of Martel Wealth Advisors, Inc., has been advising his clients since 1982. He earned a bachelor's degree in Business Administration, Finance Option with a minor in Economics from Washington State University (Pullman). He is a member of the Financial Planning Association and has served as a board member for the Oregon and SW Washington chapter. A Clark County resident for over 45 years, he is active in the community, including serving as past Chairman of Clark County YMCA, a long time member of the Rotary Club of Vancouver - Sunrise, and a member of the Vancouver Chamber of Commerce. Mark and his wife, Karen, have two children.
401(k) Retirement Plans and Client Services
Michele Madasz is a Licensed Sales Assistant to Mark Martel. She earned her bachelor’s degree at Franciscan University of Steubenville, Ohio majoring in Political Science. Michele lived and worked in Washington, DC for many years before moving to the Pacific Northwest in 2005. Before joining Martel Wealth Advisors in 2011, she worked at UBS Financial Services and the Community Foundation for Southwest Washington. Michele holds Series 66 registration.
Director of Portfolio Services
Blake Merritt is Director of Portfolio Services. He earned his bachelor’s degree at Point Loma Nazarene University, majoring in Business Administration and Finance. Blake started in the advisory business in 2004 and then joined Martel Wealth Advisors in 2010. His roles have continued to focus on portfolio administration and providing excellent service to clients. Alumnus of Leadership Clark County, Class of 2015, he has continued to develop relationships in the Vancouver community.
Victoria Zorzoli received her bachelor’s degree from the University of La Verne in California and her master’s degree in Business Administration at the University of Portland. She works in Portfolio Services focusing on administrative services and has been with Martel Wealth Advisors since 2016. Victoria is a long-term resident of Portland, enjoys playing piano in her spare time and performed with the University of La Verne Orchestra from 2010-2014. She is also bilingual and is happy to help any Spanish-speaking clients.
Jason Martel, CFP®
Jason Martel is an Investment Advisor with Martel Wealth Advisors. He earned a bachelor’s degree from the University of Washington in Business Administration and a master’s degree from the University of San Francisco in financial analysis. Jason holds the Series 65 license and is a CFP® professional. He was raised in Clark County and is a member of the Rotary Club of downtown Vancouver. Jason and his wife, Remi, have one daughter and two dogs.
Johanna Blackwell, FPQP™
Financial Paraplanner Qualified Professional ™
Johanna Blackwell has worked in the financial services industry for over 10 years and has earned the Financial Paraplanner Qualified Professional™ designation through the College of Financial Planning. Johanna has strong ties to the financial planning community and continually keeps her knowledge up to date via her involvement with the Financial Planning Association (FPA) as an executive board member for our local chapter. In the past, she has demonstrated her passion for leadership by serving as a board member of the Salem Young Professionals as well as with the woman’s ministry at her church. Though Johanna grew up the daughter of a military officer in Northern Virginia, she, her husband, and son have called the northwest home for over the past decade.
Grant Caudle is an Investment and Retirement Planning Specialist with Martel Wealth Advisors. He earned his bachelor’s degree from the University of Portland and holds the Series 65 license. Throughout his nearly twenty-year career, Grant has been consulting and advising his clients with a focus on corporate retirement and retirement planning. A Clark County resident and native to the Pacific NW, he enjoys community development and spending time with his family.
Julie D. Scott
Ms. Scott is the Chief Compliance Officer for Martel Wealth Advisors. Prior to joining Martel Wealth Advisors, she was with KMS Financial Services, Inc. in Seattle, Washington for over 19 years. At KMS, Julie worked in numerous areas of compliance including licensing, branch exams and general audit reviews. Julie earned a bachelor’s degree from Central Washington University. She is a native of Washington and in her spare time she enjoys spending time with her wife, cat and two dogs exploring the local parks.
Wendy Jacobs received her bachelor’s degree in Hospitality Business Management from Washington State University (Pullman). She has a strong background in relationship management and client services. Wendy grew up and lives in the Vancouver area. She enjoys boating, event planning and spending time with her husband, Greg, and two daughters.
Lauren Helgeson is the newest member of our team at Martel Wealth Advisors. She works in Portfolio Services, assisting our Investment Advisors with retirement projections and long-term financial plans.
Lauren was born and raised locally, is a 5th generation Clark County resident, and has strong ties to our local community. She graduated summa cum laude with a BA in Psychology from Whitman College in Walla Walla, WA.
Prior to returning to Clark County, Lauren lived in Seattle for more than a decade, working in business development for non-profits and product marketing for a well-known technology start-up that’s now traded on NASDAQ.
Lauren and her husband reside in Camas with their three-year-old son and shih tzu. In addition to their love of exploring local restaurants and wineries, they enjoy boating, collecting antiques, and supporting the local arts community. Lauren is thrilled to work as part of our team, and looks forward to assisting you with your long-term financial journey.