Martha Trumbull

Office Manager

Martha is Legacy Financial Planning’s Office Manager and Marketing Coordinator. Her days are spent assisting clients, supporting staff, maintaining our client database, and planning and organizing Legacy’s numerous events including seminars, continuing ed presentations, and client appreciate events. 

Prior to coming to Legacy Financial Planning, Martha worked for 15 years as a 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 beautiful Honeoye Falls, NY and have three grown children. Martha enjoys sewing and music. She is active in music ministry where she sings and plays the flute at St. Marianne Cope Parish in Henrietta, NY. She also works part-time for her sister as a seamstress.