In addition to the team you will meet below, our resources include our Registered Investment Adviser and Broker-Dealer, Cambridge Investment Research, and our Office of Supervisory Jurisdiction, Baker Wealth Management of Charlotte, NC. Cambridge, headquartered in Fairfield, Iowa, is a truly independent firm that makes available to its financial professionals a wide range of non-proprietary products.
We don’t “sell” for a parent company, so when we make a recommendation, it is 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 and South Carolina, Pennsylvania, Florida, Tennessee, Oregon and Colorado
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.
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 currently attends 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.