Mark S. Martel CFP®
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.
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 two children and two dogs.
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.
Ann Martel CFA
As an independent investment advisor, I serve as a fiduciary to my clients to help plan for their goals in life and during retirement.
I graduated from Wellesley College in Boston with my bachelor's degree in Economics, which included studying finance for a year at MIT's Sloan School of Management through a cross-enrollment program. I am a CFA Charterholder and an Investment Advisor Representative (Series 65 License).
I started my career in financial services as an investment strategy analyst in the Global Investment Opportunities Group at J.P. Morgan in New York City and was responsible for delivering timely market & economic insights to both institutional and retail clients around the world. I also spent time working in corporate financial strategy for Amazon's cloud computing business prior to joining MWA.
Born and raised in Vancouver, WA, I enjoy giving back to our local community, including serving as an active volunteer and member of the Junior League of Portland, the CFA Society of Portland, the Oregon Wellesley Club, and the Jesuit Portland alumni community.
Blake Merritt is Director of Portfolio Services. He earned his bachelor’s degree at Point Loma Nazarene University, majoring in Business Administration with an emphasis in Finance. His start in the financial services industry came while attending Point Loma, when he joined his adjunct professor’s top San Diego Area practice. Upon graduating from business school, he started full time in the investment advisory business in Central California with roles in portfolio management and operations. After moving to the Northwest, he joined Martel Wealth Advisors in 2010. His roles have continued to focus on portfolio administration and providing excellent service to clients. Blake is alumnus of Leadership Clark County, Class of 2015. He and his wife are proud to call Vancouver home.
Johanna Blackwell FPQP™
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.
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.
Lauren E. Simpson Helgeson
Lauren Simpson Helgeson 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 and the financial services industry, 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 two children 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 has a passion for working with multi-generational families and supporting financial literacy for women and children. She looks forward to assisting you with your long-term financial journey.
Debbie Kalua is our front desk office assistant. She has worked in the financial services industry in Vancouver for 16 years. She is excited to be a part of the Martel Wealth Advisors team.
Debbie was born and raised in the Pacific Northwest and has been a resident of Vancouver for 44 years. She has been actively involved with many schools, sports leagues and teams, scout troops, fundraisers, and community events over the years. Her ties to the community are strong and she is proud to call Vancouver home. She loves to travel and spend time with her family and friends.
Debbie loves welcoming clients as they come into the office and getting to know you. Her smile will be the first thing you notice when you arrive in our office.
Peter Earnshaw is an Investment Analyst on the Portfolio Services team. He earned his bachelor's degree from the University of Portland in Operations and Technology Management and is currently working towards a master’s in Business Administration with a focus in Finance at UP. Born and raised in the Pacific Northwest he enjoys spending time outdoors playing golf and tennis or fly fishing one of the many lakes and rivers around Oregon and Washington.
Autumn Julian works in Portfolio Services assisting with administrative services. She attended the University of San Diego where she received both her bachelor’s degree and master’s degree in finance. Autumn was born and raised in Vancouver, but after moving back from San Diego has found a new love for home. Outside of time in the office, she loves traveling the PNW with friends and scoping out the most delicious restaurants and breweries in the Portland area. When not with family and friends, you will find Autumn spending time with her bernedoodle Poppy, either going on long walks or getting comfortable on the couch for a night in.