Martha Trumbull

Office Manager

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Martha is Legacy Financial Planning’s Office Manager and oversees the day-to-day operations of the office.  Working closely with advisors Tamar Mogilski and Brian Bedford, her goal is to maintain an efficient, cohesive office environment to help ensure our clients receive the topnotch service they expect and deserve.  Martha also coordinates Legacy’s community seminars and client events, produces the monthly newsletter, The Legacy Ledger, and helps ensure the office is compliant with Raymond James’ regulations. 

Prior to coming to Legacy Financial Planning, Martha worked for many years as an independent medical transcriptionist and then in a busy surgeon’s office.  She understands the importance of efficiency and accuracy, and clients appreciate her proactive approach to anticipating their needs and her attention to detail.  She enjoys interacting with both clients and community members and finds it both personally and professionally rewarding being an integral part of Legacy’s family. 

Martha obtained her Bachelor of Science degree from Nazareth College.  She and her husband, Steve, live in Honeoye Falls, NY and have three grown children.  Martha enjoys sewing and crafting in her spare time.