Marty, a Chicago transplant who now resides in Eagan with his partner Molly and their dog Lynette, is a Certified Financial Planner (CFP®) with a diverse background in the financial services industry.
His career started at AssetMark, a Wealth Management Platform supporting independent financial advisors and Registered Investment Advisors (RIAs). He later transitioned into financial planning, working with High-Net-Worth (HNW) individuals, where he specialized in 1031 like-kind exchanges and private real estate investments.
Today, Marty uses his expertise to assist individuals who are nearing or already in retirement to navigate the unique financial challenges that this stage of life presents.
In his free time, he enjoys playing Pickleball, boating, and exploring the Twin Cities’ diverse culinary scene.