Meet the Team
Randy Martinez, MS, CPA, CFP®
Randy Martinez, MS, CPA, CFP® holds a Master’s of Accounting with a specialization in Tax from the University of New Orleans and a Bachelor’s of Accountancy from Loyola University in New Orleans. Randy is licensed in the state of Georgia as a Certified Public Accountant (CPA) and is a Certified Financial Planner™ professional.
Prior to founding Asset Advisors Group, LLC Randy spent several years with the high-net worth Personal Financial Planning group of the international accounting firm of KPMG, LLP where he advised clients on tax minimization strategies related to estate and gift planning, retirement planning, and individual income tax planning and compliance.
Randy has traveled extensively through the United States training other financial advisors on new, innovative estate, retirement, and tax planning strategies. For these training sessions, he worked on the creative teams that developed the course curricula and serves as a co-author on several of the textbooks. He is also an adjunct professor in the continuing education departments of Georgetown University, Duke University and Emory University. Over 2000 financial advisors have attended Randy’s classes.
During 2008, Randy was invited and selected to be one of 25 CPAs within the state of Georgia to complete the Georgia Society of CPAs Leadership Academy – a program to provide participants with leadership skills and expertise that they will use in their firms and their communities.
Randy participates in the social and professional activities of the Vinings Rotary and has volunteered with the Consumer Credit Counseling Services of Atlanta, CHRIS kids, and The Atlanta Community Food Bank. He resides in Smyrna with his wife, Angelique, who is a nurse at Piedmont Hospital, and two daughters, Adelaide and Laurel.
Click below to review Randy’s CFPTM Certification Status
Click below to review Randy’s Georgia CPA License
(Enter First Name: Randall Last Name: Martinez)
Click below to review Activities of Vinings Rotary
Marcela Michel, CFP®
Marcela Michel, CFP® holds a Bachelor of Science in Financial Planning from The University of Georgia. She attained her CFP® designation after successfully passing the rigorous exam and meeting the required years of experience. While at UGA, she served as the President of the Student Financial Planning Association and won the Retirement Knowledge Quiz Bowl Competition.
Marcela joined Asset Advisors Group, LLC in 2013, and assists with investment analysis, prepares information for investment committee meetings, and tracks compliance requirements for all plans. Prior to joining the Asset Advisors Group, LLC team, Marcela worked with Homrich Berg.
When Marcela is not working, she enjoys traveling, cooking, and anything outdoors.
Patti Truelove, CPA
Patti Truelove, CPA has 30 years experience as a licensed CPA. She holds a Bachelor of Business Administration as a Magna Cum Laude graduate from North Georgia College. She has worked in public accounting firms and as a controller within small and large businesses. She possesses a vast knowledge of tax minimization strategies, and prepares all types of individual and business tax returns.
Patti and her husband enjoy weekends in the north GA mountains with their son. She is the pianist for the Bethel United Methodist Church and participates in many of the activities of the Georgia Society of CPAs.