Damien Martinez, CRPC®, AIF®
Partner, Financial Advisor
Damien Martinez is a seasoned wealth management executive and entrepreneurial firm leader with a proven track record of building, scaling, and acquiring advisory businesses. As President & Managing Partner of Midlands Financial in Lincoln, Nebraska, Damien leads firm strategy, advisor development, operations, and high‑value client relationships. Since acquiring the firm, he has driven explosive growth—expanding assets under management through strategic acquisitions, disciplined fiduciary leadership, and a strong emphasis on advisor productivity and client experience.
Before his leadership at Midlands Financial, Damien founded and built an independent wealth management practice in Tacoma, Washington. His entrepreneurial success stemmed from a commitment to holistic planning—integrating investment management, retirement planning, risk management, and estate coordination—while personally overseeing every aspect of firm operations, compliance, and growth strategy.
Damien began his advisory career at Merrill Lynch, where he developed institutional‑grade portfolio construction expertise and built foundational skills in financial planning, client service, and relationship development within a highly regulated environment.
With professional designations including Accredited Investment Fiduciary (AIF®) and Chartered Retirement Planning Counselor (CRPC®), Damien brings a fiduciary‑first philosophy to every client relationship. His core strengths include firm acquisition and integration, high‑net‑worth portfolio management, scalable practice infrastructure, and long‑term strategic leadership.
Driven by integrity, innovation, and a passion for helping individuals and families achieve financial clarity, Damien continues to expand Midlands Financial as a premier advisory firm built on trust, performance, and exceptional client care.
EDUCATION & CREDENTIALS:
• MBA Candidate – Western Governors University
• College for Financial Planning (CFFP)
• SIE
• Series 7
• Series 66
• Life & Health Licenses
• Chartered Retirement Planning Counselor (CRPC®)
• Accredited Investment Fiduciary (AIF®)