Martha Paterik

Martha Paterik currently serves as Client Service Manager at The Retirement Planning Group since July 2023, previously holding the role of Senior Client Relationship Manager. Prior experience includes positions at Keen Wealth Advisors from September 2016 to July 2023 as a Senior Client Service Associate and Client Service Associate, handling client relationships and operations. At VSR Financial Services from May 2007 to August 2016, responsibilities spanned from Asset Movement Specialist to Advisory Operations Specialist, focusing on account transfers and advisory fee billing. Earlier in their career, Martha worked as an MVR Specialist at Universal Underwriters Insurance. Martha Paterik is pursuing a Bachelor's in Christian Administration from Faith Bible College, having also completed an Associate degree in Church Ministries at World Revival School of Ministry.