Welcome Atencio Martin to our Financial Planning Practice

Dear Clients,

Thanks to your faith and confidence, my practice has grown to the point of needing to expand.  

Please join me in welcoming Atencio Martin to our financial planning practice.  

I have known Atencio for many years…well, all his life, really, as he is my son.  He is joining me initially as a Paraplanner and Administrative Assistant while he gets his securities licenses.  The vision is for him to become my partner and ultimately, my successor.  

It is my dream to build a business that can be passed to the next generation, one that can have the integrity and helpful spirit that I strive to cultivate.  Over the years Atencio has shown an interest in finance and investments. Last Fall, a series of events, beginning in November with the Advisor Hub Awards conference (did you realize that you work with the 19th of the “50 Solo Advisors to Watch”?) led to the decision to bring him on in 2023. We are both humbled and excited to see what we can do together.

Atencio has worked most recently for ZoomInfo Technologies Inc. a software sales company.  He is also a former professional basketball player, having played overseas in Armenia. Let’s brag some more…he is the 2013 Maine State Triple Jump Champion and the 2019 Yankee Small Collegiate Conference (YSCC) Basketball Player of the Year. 

He will begin to join in meetings as he shadows me, so you’ll have a chance to get to know him.  He can be reached at atencio@twotugboats.net  and 207.205.7527. 

Many thanks for the years we’ve worked together so far. I look forward to the progress we will make towards your financial goals this year and beyond.

In appreciation,

Leanne