Leona Martin
Vice President of Operations, CFM
Branch Professional, RJFS
Professional
As Vice President of Operations, Leona plays an important role in the management and continued growth of Carter Financial Management. Her responsibilities span strategic operations, financial management, human resources and organizational development, giving her a broad perspective on both the day-to-day needs of the firm and its long-term goals.
With more than 25 years of experience in accounting, human resources and operations, Leona brings a strong combination of practical expertise, thoughtful leadership and organizational insight to her role. She began her career with a respected private accounting firm before first joining CFM. She later served as Head of Human Resources for an oil company before returning to CFM, bringing additional experience and perspective to the firm.
Today, Leona works closely with the firm’s leadership and management teams to help strengthen internal operations, support employees and ensure the organization is positioned to serve clients effectively and continue growing thoughtfully.
Leadership & Service
Leona is committed to serving others and making a meaningful difference in her community. She serves on the board of her son’s Young Men’s Service League (YMSL) chapter as well as the IB Board at his school.
She is also actively involved with her church, where she volunteers with the youth group on Sunday mornings and serves in the nursery. In addition, Leona is a sustainer and previously served for several years on the board of her daughter’s National Charity League (NCL) chapter.
Education
Leona earned her Bachelor of Business Administration from Baylor University and remains a proud Baylor Bear.
Personal
Outside of work and community involvement, Leona enjoys spending time with her husband and two children. Family dinners, vacations and weekend outings are among her favorite ways to spend time together.
In her free time, Leona enjoys reading, playing mahjong and catching up with family and friends. Most of all, she appreciates the everyday moments and opportunities to spend time with the people who matter most to her.