Making a Difference That Counts: Andy Martin is driven by a single, powerful purpose: helping clients achieve their financial dreams. With over 32 years of experience in the industry, he possesses the expertise and dedication to create measurable and impactful results in his client’s lives.

Building Relationships, Reviewing Progress: Andy thrives on the personal connection he develops with clients. His favorite task is the annual review, where he can sit down with each client, share their progress, discuss challenges, and tailor recommendations to their evolving needs. This collaborative approach ensures their financial journey remains smooth and successful.

Knowledge and Expertise: Andy's educational background in Business Economics formed the foundation of his sound financial strategies. He leverages this knowledge to make and explain informed decisions and develop personalized plans that empower clients to achieve their goals.

Outside the Office: When Andy steps away from the office, his passion for authentic barbecue and ice hockey takes center stage. As a USA Hockey Referee, he takes an active part in the sport he loves.


CA Insurance License Number: 4098169. Resident State IL

Finding Solutions: Joe Martin is skilled and passionate about problem-solving. With over 24 years of experience in the industry, he has found reward in taking on the big questions from clients, from retirement planning to simply finding the best ways to fund education.

Trusting the Process: With his years of experience, Joe has had the opportunity to witness every phase of planning, from construction to implementation, all the way through actual attainment of goals. He loves wealth planning and the feeling that comes when someone realizes that they can reach their goals.

Experienced in Professional Service: Joe joined the practice after serving several years with LaSalle National Bank in Chicago, IL. 

Outside the Office: Joe’s interests include trying to beat his brother in golf, and spending time with friends and family (wife Daniela and three children). Joe is no stranger to adversity, as he is a life-long Chicago Bears fan.


CA Insurance License Number: 0E96041. Resident State IL

A Passion for Helping Others: Sue is inspired to work hard for the clients of Martin & Martin Investment Group, because she genuinely cares about them and their families. She loves to check in and learn about how each family is growing, what the kids are doing, holiday plans, etc., and considers each client relationship to be important. 

Offering Expert Service: Sue’s 19 years of industry experience lends a knowledgeable helping hand with a multitude of topics. She particularly enjoys helping clients to consolidate 401k plans into IRA accounts. 

Outside the Office: Sue and her husband, Chris enjoy traveling together. They also like to stay quite active walking their dog, Zoey, biking, swimming, cooking and even squeezing in the occasional 5k run. Her greatest joy comes from spending as much time as possible with their 3 grandchildren.


CA Insurance License Number: 4057234. Resident State IL