 Martin
McClellan
Martin's Newsletter
Martin has been in the financial services industry for 16 years.
As a graduate from the University of Nevada, Reno, in 1987 with
a Bachelors Degree in Business Management and Finance, he joined
the investment firm of Dean Witter (now Morgan Stanley) in 1989
and worked there with his father, Dale, until January of 1996.
At that time, they decided to pursue a more client-oriented opportunity
and moved their practice to the small regional firm of Dain Bosworth
(now RBC Dain Rauscher); Dale retired in 1999. Again as a result
of merger and acquisition, Martin again decided to pursue another
more client-oriented opportunity and moved his practice, along
with 6 of his colleagues, to their own independent financial
firm, Legacy Wealth Planning.
Martin’s tenure as a financial
advisor has led him to focus on a “Client First,”
comprehensive Retirement Planning, Asset Allocation and Risk
Tolerance Assessment approach to his personal practice. His philosophy
has always been to develop strong interpersonal relationships
with his clients and their families and to focus his investment
advice on their specific financial needs.
Aside from his financial business, Martin is a family man, being
married to Kim for more than 13 years, and has 3 children, Elizabeth,
Tayler and Alexander. As a Reno resident for 35 years he is also
a passionate adventurer/explorer and an accomplished, professional
SCUBA diver for over 25 years. In his exploits worldwide, his
proudest underwater accomplishment is that he is one of two divers
to visit the historic shipwreck, SS Tahoe, at depths
over 400 feet in Lake Tahoe. In 1999, he formed New Millennium
Dive Expeditions, a non-profit scientific research organization
set-up specifically to study the shipwrecks of Tahoe and in 2004
was instrumental in getting the SS Tahoe listed on the
National Register of Historic Landmarks. As an avid trekker and
climber, Martin has also visited the base camp of Mt. Everest,
elevation 17,500 feet, during a 20-day trek and has climbed peaks
locally including Whitney, Shasta and Hood. He even made an
attempt at Mt. Ranier.
As a servant to the community, Martin has been a member of the
Reno Host Lions Club since 1996, holding the position of
President during the 2000-2001 year, and is currently the President
of the Northern Nevada Lions Coordinating Council, a group coordinating
Lion activities in Northern Nevada, Tahoe and Truckee.
Martin’s Adventures
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(back) Elizabeth, Kim and Martin; (front)
Alexander and Tayler |
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