Team:
CERTIFIED FINANCIAL PLANNER® Professionals
Enrolled Agents
Collaborators
The team at Martin, Wardin & Eissner Financial Group leverages our comprehensive investment, financial planning, and tax law expertise to help ensure all aspects of your finances are working together to help achieve your goals. We want to help you maximize your assets while minimizing your risks.
Our staff includes both CERTIFIED FINANCIAL PLANNER® professionals and Enrolled Agents (tax professional designation), so we offer tax insights with everything we do. We all chose to work together because of our shared values and passion for helping people. We met and began working together in Northern California. And while some team members have moved to other parts of the country, we still collaborate on every client’s plan, pulling each other in for added support.
Eric Martin, CFP® EA
Financial Planner
Eric began his career in the financial planning industry in 1985 and has been in the business for more than 35 years. In 1999, Martin, Wardin & Eissner Financial Group was formed, and Eric moved his office to Pleasanton.
Eric enjoys helping people. Financial planning has been a perfect career choice for him and enables him to have a very meaningful impact on the lives of those he serves. He enjoys client interaction and the opportunity to help solve problems that often seem very complex and overwhelming. He hopes to continue to serve his clients for many years to come.
In 1991, Eric married Anne Athenour and moved to Pleasanton, where she was born and raised. He and Anne have two children, Jenna and Mike. One of their favorite places to relax is Arnold, California, where they like to fish, kayak, canoe, snow ski, water ski, and hike.
Mike Martin, CFP®
Financial Planner
Mike grew up in Pleasanton California and graduated from Amador Valley High School in 2013. He moved to Boise Idaho soon after to attend Boise State University and graduated with a bachelor’s degree in business with a minor in finance. Mike loved Idaho so much, he decided to stay permanently and has been in Boise since he graduated in 2017.
Mike is very involved with the investment management, financial planning, and tax preparation side of the business. Mike is a CERTIFIED FINANCIAL PLANNER® professional, has earned his FINRA Series 7 and 66 designations, and holds Life and Health Insurance Licenses.
The outdoor activities brought Mike to Idaho and he has since fallen in love with the state. He loves to lead a very active lifestyle. During the winter he spends his time skiing and hunting, and his summers are spent at the lake, or in the mountains, fishing and camping with his chocolate lab, Ruger, by his side.
Mitchel Sherman, CFP®, EA
Financial Planner
Mitchel Sherman joined MWE in 2021. Mitchel graduated from Sonoma State University with a degree in Economics. Prior to joining the MWE team, he was with Goldman Sachs Personal Financial Management. He has a passion for helping people succeed financially and ultimately live more joyful lives.
Mitchel is a CERTIFIED FINANCIAL PLANNER® professional and an IRS Enrolled Agent. He also holds the FINRA SIE exam, Series 7, and Series 66 securities registrations through Commonwealth Financial Network.
In early 2025, Mitchel and his wife, Victoria, moved to Centerton, Arkansas, to be closer to family and enjoy the natural beauty of Northwest Arkansas. They have two daughters—Avery Rose born in 2022 and Ensley Grace born in 2024—who keep life full of joy and adventure. In his free time, Mitchel is either out on the trails running and mountain biking or spending time with his wife, girls, and their labrador, Jax. As a family, they love exploring the outdoors—hiking, swimming, and discovering new places together. They are also passionate about food, enjoying everything from trying new restaurants to finding the best local coffee shops. A dedicated runner, Mitchel is always seeking out his next race—whether on the road or the trails. Mitchel and his family are active members of Keypoint Church in Bentonville.
Marko Grzan
Financial Planning Analyst
Marko was thrilled to join the MWE team in February of 2021. Being born in Vallejo and growing up in Fairfield, Marko considers the Bay Area to be his first home and is grateful to visit often. Since moving away at the age of 18, he has lived in five states and three countries.
At the age of 20, Marko moved to Mexico City to study Spanish in preparation for two years of missionary service for his church. Being charitable and assisting others is core to his life's mission. Joining the Martin, Wardin, & Eissner Financial Group has been the ideal next step, being surrounded by a team that shares this same passion for helping others.
Attending college at BYU-Idaho, Marko received a bachelor’s degree in international studies. Throughout college he studied abroad across Western Europe and completed an extraordinary semester at the BYU Jerusalem Center.
Since joining the team, Marko has completed the FINRA SIE exam and received his Series 7 and Series 66 securities licenses through Commonwealth Financial Network. Marko works closely with the entire team at MWE Financial assisting in all matters of financial planning, tax preparation, and investment management.
In July of 2021, Marko moved to Salt Lake City, Utah. His hobbies include hiking, caving, traveling, reading, soccer, and spending time with friends and family. If he’s not in Utah, he’s likely exploring a new country, trying exquisite new foods, and relishing in the remarkable differences and cultures the world has to offer.
Debbie McManus
Operations Manager
Debbie manages the office to keep it running smoothly, supporting day-to-day transactions, and playing an integral role in maintaining client account information. Many clients talk to Debbie as she prepares and processes client applications, account changes, and schedules appointments.
Debbie brings a strong technology background to MWE due to her previous work in Network Support. She worked as a Network Support Engineer in various network/telecommunication companies.
Debbie’s two sons went to Walnut Grove Elementary School, as did Anne and Eric Martin’s daughter and son, and that is where she met Eric. Since then, Anne and Debbie became great friends.
Debbie’s hobbies are baking, bike riding, and traveling.
Nance Carpenter
Office Manager
Nance is part of the office administrative staff at the Pleasanton office. Her responsibilities include client support, billing, setting up special client events, and organizing and maintaining needs of the office.
Nance is a long-time resident of Pleasanton. She met Eric and Anne Martin at Walnut Grove Elementary School where she was employed as the school’s librarian. She retired as the librarian in 2001. She joined MWE in the same year and has been here more than 20 years. Her hobbies include reading, cooking, and travel. Her favorite travel experiences are seeing her six grandchildren and grand dogs.
Joyce Sanborn
Tax Processing Manager
Joyce is in charge of Income Tax Processing and located in our Pleasanton office. She has lived in Pleasanton for many years. She has a background in accounting. Before coming to work for MWE, Joyce worked for Pleasanton Unified School District as the librarian of Walnut Grove Elementary School. When she retired from the school district in 2015, Nance Carpenter recruited her to join our firm.
Joyce oversees the tax processing team. She gathers client tax information and organizes it for the tax preparers. Once the Tax Preparers have created complete returns, Joyce organizes the output and forwards the completed returns and original documentation to our clients.
Linda Ethier
Customer Service Specialist
Linda works in the Pleasanton office and is responsible for a multitude of special projects. Some of her duties include ensuring that clients take their annual Required Minimum Distributions (RMD’s) and making sure they are up to date with their client review meetings.
Linda attended high school with Eric Martin and was a roommate of Eric’s wife, Anne, at UC Davis. She taught elementary school in Hayward for 5 years and has been working part-time with MWE for almost 20 years. Outside of the office, Linda enjoys scrapbooking, genealogy research, and spending time with her first grandchild.
Evonne Winegarner
Enrolled Agent
Evonne Winegarner is a tax preparer with over 20 years' experience working with MWE. She became an Enrolled Agent in 2014. In addition to the preparation of tax returns, she assists Eric Martin with estimated tax calculations for clients as well as other related projects. Evonne has a degree in Accounting from Fresno State University. After graduation, she worked in both the private and public spheres. She took time off with the birth of her children and homeschooled them through High School.
Evonne and her family moved to Livermore in 2020. They are currently active members at Trinity Church in Livermore. In her free time, you can find her and her husband Mark wine tasting in Napa or on a trip to Hawaii.
Rebecca Holland
Client Services Representative
Rebecca was born and raised in New Hampshire, where she graduated from Southern New Hampshire University with a degree in Business Administration with a concentration in Marketing. After graduating in 2022, she moved to the Bay Area and found a passion for the finance industry, specifically in operations. She enjoys also utilizing her marketing skill set to bring new ideas and maintain client relations.
In her free time, Rebecca enjoys the outdoors, boating, fishing, trying new restaurants, and has a tremendous love for animals.
