True Blue Financial, LLC

Victoria Holt is a CFP® with 16 years of industry experience, currently serving as an advisor at True Blue Financial, LLC. Her prior experience includes roles at LPL Financial LLC and as an independent insurance agent. She is also involved in tax preparation through True Blue Tax, LLC, a business affiliated with her firm. True Blue Financial is a registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning through a four-advisor team, utilizing a range of investment strategies and third-party model portfolios, and maintains an affiliated in-house tax preparation service and licensed insurance agency.

Lucas Brown is a CFP® with 25 years of industry experience, currently serving as an advisor at True Blue Financial, LLC. He has worked with True Blue Financial since 2009 and has been affiliated with LPL Financial since 2008. Outside of his advisory role, Brown is an adjunct professor at Cornerstone University and owns a small family-operated grain and grape farm. True Blue Financial is a registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary financial planning and portfolio management, utilizing a combination of fundamental, technical, and cyclical analysis, and often implements third-party model portfolios and LPL-sponsored programs.

Nicole Coar is a financial advisor at True Blue Financial, LLC in Stevensville, Michigan, holding CFP® and Series 66 credentials with 12 years of industry experience. She has been with True Blue Financial since 2020 and previously worked at LPL Financial LLC from 2014. Coar is also a registered notary public in Michigan, providing notary services to clients without charge. True Blue Financial is a registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm employs a tailored, risk-based approach and utilizes third-party model portfolios and LPL-sponsored programs, supported by an in-house tax preparation business and insurance services.

Richard Martin III is a financial advisor at True Blue Financial, LLC with five years of industry experience. He holds a Series 66 designation and has worked at True Blue Financial since 2017, with prior experience at Crowe Horwath, LLP. In addition to his advisory role, Martin is a licensed notary and is involved in tax preparation and planning through True Blue Tax, a certified public accounting business. True Blue Financial is a registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning through a four-advisor team, utilizing a tailored, risk-based approach that includes third-party model portfolios and LPL-sponsored programs.