Martin Capital Advisors, LLP

Colton Krueger is a financial advisor at Martin Capital Advisors, LLP with 11 years of industry experience. He holds a Series 65 designation and has worked at Deckers Brands and the New York Stock Exchange. Martin Capital Advisors manages portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and quarterly performance reporting. The firm emphasizes long-term returns primarily through asset allocation and employs both active and passive strategies, including options-based hedging in select portfolios.

Charles Massiatte is a financial advisor at Martin Capital Advisors, LLP with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America and Merrill Lynch. Outside of finance, he has been involved with Great Hearts Academy since 2020. Martin Capital Advisors manages portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management and financial planning without additional fees. The firm emphasizes long-term returns through asset allocation and uses both active and passive strategies, including options-based hedging in certain portfolios.

Christopher Martin is a CFA® charterholder with 11 years of industry experience. He has been with Martin Capital Advisors, LLP since 2011 and is also involved as an IT consultant for Antique Swan, a family-owned antiques retailer. Martin Capital Advisors, LLP manages portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management with a focus on long-term returns through asset allocation, utilizing both active and passive strategies and options-based hedging in select portfolios.

Robert Mc Gregor is a financial advisor with Martin Capital Advisors, LLP in San Antonio, TX, holding a Series 65 designation and one year of industry experience. Prior to his current role, he worked at Chick-Fil-A and Uber Eats and was employed at the University of Texas at San Antonio. Martin Capital Advisors manages portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management and financial planning without additional fees. The firm emphasizes long-term asset allocation strategies and provides both active and passive investment approaches, including options-based hedging in select portfolios.

Stephanie Krueger is a financial advisor at Martin Capital Advisors, LLP with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been involved with the Christus Santa Rosa Friends Foundation since 2011. Martin Capital Advisors manages portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management combined with financial planning at no additional fee. The firm emphasizes long-term returns through asset allocation and uses both active and passive strategies, including options-based hedging in select portfolios.

Christopher Phillips is a financial advisor at Martin Capital Advisors, LLP with eight years of industry experience. He holds a Series 65 designation and has been with Martin Capital Advisors since 2017. Additionally, he has been affiliated with Defense Acquisition University since 2015 and has maintained self-employment activities since 1988. Martin Capital Advisors serves high-net-worth individuals, trusts, estates, charitable organizations, and businesses by providing discretionary portfolio management and financial planning without additional fees. The firm emphasizes long-term returns primarily through asset allocation and offers both active and passive investment strategies, including options-based hedging within several portfolio types.

Carmen Barncord is a CFP® and holds a Series 65 license, with nine years of experience in the financial advisory industry. She has been with Martin Capital Advisors, LLP since 2016. Martin Capital Advisors manages portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and businesses, providing discretionary portfolio management, financial planning, and performance reporting. The firm’s investment approach focuses on long-term returns driven by asset allocation, using both active and passive strategies, and includes options-based hedging in certain portfolio types.