Our Team

Our Team

Eric Martin

CFP®

Eric Martin began his career in the financial planning industry in 1985 and has been in the business more than 30 years. In 1999 Martin, Wardin & Eissner Financial Group was formed, and Eric moved his office to Pleasanton.

Eric enjoys helping people. Financial planning has been a perfect career choice for him and enables him to have a very meaningful impact on the lives of those he serves. He enjoys the client interaction and the opportunity to help solve problems that often seem very complex and overwhelming. He hopes to continue to serve his clients for many years to come.

In 1991, he married Anne Athenour and moved to Pleasanton, where she was born and raised. Eric and Anne have two children, Jenna and Mikey. Mikey is currently attending Amador High, and Jenna is attending San Diego State University. One of their favorite places to relax is Arnold, California, where they like to fish, kayak, canoe, snow ski, water ski, and hike.

Eric developed his passion for the outdoors as a teenager living in the foothills outside of Suisun Valley here in California. Of course, times were different then, but he often left in the morning with a BB gun and his dog Lobo and didn't return from hiking and "exploring" until close to dark. He also developed his passion for basketball, playing one-on-one with a friend, using a basket bolted to the side of a barn, while trying to dribble and avoid the many potholes in the "court." It was during these years that he also learned the value of hard work, often doing odd jobs at the surrounding ranches.

Education

  • Bachelor of Science in Financial Planning and Counseling

Financial Industry Designations

  • CERTIFIED FINANCIAL PLANNER™ certification 

Registered Investment Adviser

  • Investment Adviser Representative through Commonwealth Financial Network®

Securities Registrations

  • FINRA Series 7: General Securities
  • FINRA Series 24: General Securities Principal
  • FINRA Series 63: Uniform Securities Agent State Law Examination
  • FINRA Series 65: Uniform Investment Adviser Law Examination

Insurance Licenses

  • Life and health
  • Variable annuities
  • Disability
  • Long-term care

Hobbies

  • Basketball
  • Fishing
  • Snow skiing

Organizations

  • Financial Planning Association
  • Rotary Club of Pleasanton
  • Pleasanton/Tulancingo Sister City
  • Valley Community Church

Greg Eissner

CFP®, AIF®

Greg Eissner is a CERTIFIED FINANCIAL PLANNER™ practitioner and vice president and cofounder of Martin, Wardin & Eissner Financial Group, Inc. He has worked in the financial planning and wealth management field since 1991. Greg designs and implements customized financial plans and solutions for businesses and high-net-worth individuals. Greg has a vision of "financial independence for every client so they are free to pursue their life's purpose and dreams with passion."

Greg graduated from San Jose State University with a BS in finance with an emphasis in portfolio management and completed the CERTIFIED FINANCIAL PLANNER™ certification program from the University of Denver's National Association for Education. Greg is currently working toward his master's degree in financial planning through the Institute of Business and Finance. As an active member of the Financial Planning Association, he participates in continuing education workshops and seminars in the areas of financial planning, investments, taxes, and insurance. Greg holds FINRA Series 6, 7, 24, and 63 securities registrations through Commonwealth Financial Network® and is also licensed for insurance purposes in California.

Greg's passion to help people succeed financially stems from childhood memories of friends and family making poor financial decisions, which often led to ruin. Financial literacy is lacking in today's society, and financial education is nonexistent in the public school system. Helping his clients make sound financial decisions has proven to transform lives.

Greg and his lovely wife, Jennifer, have been married since January 2003. They have two sons, Drew and AJ, who keep them very busy. Greg enjoys spending time with his family, golfing, reading, and sports. He is involved in various professional and community organizations and is an active member of his church.

Ryan Duncan Anderson

CFP®, AIF®, EA

Ryan Duncan Anderson proudly joined Martin, Wardin & Eissner Financial Group in June 2011. He was born in Denmark, was raised in South Africa, and has visited or lived on almost every continent (except Antarctica). Ryan is truly a product of the global village, with a perspective and outlook to match. A natural extension of his background has been the niche he has developed in the Bay Area expat community and assisting them with their unique challenges. Having completed his degree in financial accounting from the University of Stellenbosch outside of Cape Town in 2000, Ryan set out on what would be a four-year worldwide adventure. During his travels, he managed to study for his CFP® certification and was fortunate enough to meet a beautiful young lady from Pleasanton, whom he later married, and now they and their two children are happy to call the Bay Area their home. Ryan has been in the financial planning industry since 2005.

Within the multitude of financial planning disciplines, Ryan has focused his practice in these primary areas:

  • Financial planning challenges faced by expats
  • Executive planning for highly compensated employees
  • The unique opportunities available to small business owners
  • Life transitions, whether it be as a result of a death, divorce, inheritance, or some other unforeseen circumstance

Kim Mihan

Kim Mihan has been at the core of our Pleasanton office operations since 1999. Not only is she the friendly and professional voice on the other end of the phone but she is also our office manager and oversees all client service queries and issues. Her other role is to provide support to Eric, Keith, and Ryan to help them serve their clients.
 

Nance Carpenter

Nance Carpenter is part of the office administrative support staff in the Pleasanton office. She is a longtime resident of Pleasanton. Nance worked as the librarian at Walnut Grove Elementary School while Eric's wife, Anne, also worked at the school. Nance came to work for the firm after retiring from the Pleasanton Unified School District in 2001.

She enjoys organizing, spending time with her family, reading, and travel.

Linda Ethier

Linda Ethier works in the Pleasanton office and is responsible for a multitude of special projects. Linda attended the same high school as Eric and was a roommate of Eric's wife, Anne, at UC Davis. She taught elementary school in Hayward for five years and is currently in her seventh year as a member of the Martin, Wardin & Eissner Financial Group.

Linda's hobbies include reading, scrapbooking, and quilting.

Karen Barsanti

Karen Barsanti is the client care manager at the Brentwood location and assists clients with service and paperwork issues. After graduating with her business degree, she entered the commercial real estate industry, and for about 15 years, she was responsible for the property management, construction management, and leasing of office buildings. Karen joined our team in December 2005 after spending a few years at home raising her three children.

She received a BS in business administration from Chico State University as well as a California real estate license, Real Property Administrator designation, and a California insurance license. Karen lives in Brentwood with her husband, Ken, and her three children, Katie, Ryan, and Nathan. She enjoys attending swim meets and soccer games in her spare time.

Karen enjoys working for the Martin, Wardin & Eissner team, because she takes pleasure in getting to know the firm's clients and assisting Greg with their financial needs, over the phone or in person. 

Evonne Winegarner

Evonne Winegarner has been part of the Martin, Wardin & Eissner Financial Group since 2003. She assists in the completion of tax returns for the firm's clients between January and April.