Our roots run deep in Texas. In 1976, Henry Martin founded Martin Financial Services working as an agent for Southwestern Life Insurance and began getting involved in Texas Housing Authority employee retirement plans. Over the years he grew the business and number of groups with our firm.
In 2002, he and his step-daughter, Judi Travis, partnered and began working together. In 2009, Henry's long fight with pancreatic cancer came to an end. In 2010, Judi's husband, Jesse, joined the firm and created Travis-Martin Financial Services.
We currently serve over 100 groups throughout Texas. Judi & Jesse work together to provide the best group benefit packages and service to the participants Henry always cared deeply about.
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We know what it takes to create exceptional benefit packages. Partner with us for a seamless transition; from start to finish we handle everything. That includes preparing the RFP, gathering quotes, and preparing the proposal for the Board. We make it painless on the Executive Director and Board, and priceless to your employee's loyalty to you.
After graduating college, Judi moved to New York City and worked as an office manager for The Seaport Group. It was through her time there she became more interested in investments and finance.
When she returned to San Antonio, she began working with her parents and realized her passion was with group work and benefits. She loves helping clients prepare for a successful retirement.
University of Texas
Graduating from college in 2001, Jesse moved to Dallas to begin his career with AT&T as part of their distinguished LDP program. Working his way up, Jesse was Chief of Staff for one of the Vice Presidents when we left to pursue a career in financial advising.
He attended the prestigious Greico Financial Training Institute in New York in 2011 and completed his Certified Financial Educator accreditation that same year. Helping clients with retirement and financial planning, he is both a National Social Security Advisor and Certified Dave Ramsey Coach. He is an Investment Advisor Representative through Cambridge Investment Research and helps with investment advice and planning for our group participants.
New Mexico State University