James A. Martin CFP, EA
Founder, 1988
“The best way to have a good idea is to have a lot of ideas." Thomas Edison
Since James passed his first license exam on May 31, 1988, he has been laying the ground work for business by advising and caring for his growing client base. Forge Financial wasn’t even a thought back then and has become an amazing testament to what the Lord can do when we walk out our journeys by partnering with His plans for us. James and Kelli met at Penn State and have been happily married since 1988 and have four adult children who are living their dreams. So far, they have been blessed with five delightful Grands! If you ask James what he does in his spare time, he says that staying active and creating fills his hours and he always has something to do. One of his big dreams is take his whole family on a mission trip and to organize trips with friends and family. He is always asking people, “Where would you like to go?”
Of faith, he says, “Being a disciple of Jesus Christ impacts every decision that I make! My goal is to serve others and to help release them to do the things that they are passionate about. Living and walking out faith was modeled by my parents and many others, so I have great examples and strong foundations on which to build and expand.”
| Snapshots | |
|---|---|
| 1988 | B.S. Human Development in Family Studies, The Pennsylvania State University. |
| 1988-Present | Certified Financial Planner |
| 2013-Present | IRS Enrolled Agent |