ABOUT US
Meet our team below. We make recommendations because it is in the client’s best interest.
We work for our clients. Period.
WHO WE ARE
Martha is a Certified Employee Benefit Specialist and is well-versed in North Carolina Statutory benefits thanks to her five years of service as Benefit Manager for The University of North Carolina at Charlotte.
She has been a licensed, registered representative and financial advisor to individuals since 2000. She started her own independent practice in 2012.
She holds the following SEC registrations: Series 6 (Registered Representative-Mutual Funds) Series 7 (General Securities Representative-Individual Stocks, Exchange-Traded Funds) Series 66 (Investment Advisory Representative-Managed Accounts) Series 63 (Blue Sky Laws) Life and Health, Long Term Care, and Securities licenses in the following states: North Carolina, South Carolina, Florida, Pennsylvania, Tennessee, Oregon, Colorado and Georgia.
Martha earned a B.A. with honors in English Literature from Northwestern University where she met her husband, Dr. Gregory Starrett, who teaches at UNC Charlotte. Her daughter followed in her mother’s footsteps and did a Junior Year Abroad in England, where she now lives with her husband. You can meet her son Paul below.
Daniel Kennedy was born at Presbyterian Hospital in Charlotte, so he is a true hometown boy. He was involved in Scouting from kindergarten to senior year at Myers Park High School and earned the designation Eagle Scout before he graduated to attend East Carolina University where he earned a degree in Communications.
Daniel understands kitchen table issues. He learned from many conversations around his own kitchen table. His Mother is a professor at UNC Charlotte, and his dad is now retired from a career in Public Health for Mecklenburg County. Helping people is important to Daniel, so if there is anything Daniel can do to help you, just ask.
Paul Starrett is CWC’s part-time Art Director. Paul has been trained at Charlotte’s Northwest School of the Arts, the North Carolina School of the Arts in Winston-Salem, and at the School of the Art Institute of Chicago. He is a recent graduate of the Savannah College of Art and Design (SCAD). A gifted sculptor and illustrator, his work won two Scholastic Gold Key awards (2015) and has been admired by CWC clients for more than a decade. Paul provides artwork for CWC communications and assures our brand remains consistent throughout different media.
Check the background of this investment professional on FINRA’s BrokerCheck.
WHAT WE DO
