Wealth Management Team

Kim Martin

Bio/Personal Achievements: Kimberly Martin is a registered Financial Advisor through Sorrento Pacific Financial, LLC, at Thumb Bank & Trust. Kim has been in the financial services industry since 2001. She received her BA in Accounting from Northwood University in 2001 and her MBA from the DeVos Graduate School of Management in 2010. Kim enjoys building financial plans that help her clients navigate all life stages. She considers client education an important part of this process.

Kim and her husband are lifelong residents of the Bay Area and are happy to be raising their family there.

Licenses: Kimberly Martin is a Series 7, General Securities Registered Representative, Series 24, General Securities Principle and Series 65 Investment Advisor Representative as well as a Resident Producer having her Life, Accident and Health Licenses. Kimberly is licensed in the state of Michigan.


  • Financial, retirement and estate planning
  • Complete range of advisory and brokerage services
  • Annuities, life and long term care insurance

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Kim Martin

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*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The Bank has contracted with SPF to make non-deposit investment products and services available to bank clients.