VP of Operations
Marti is a licensed insurance professional and brings to us 15 years of experience working with independent advisors. She guided them on case design for their personal clients and marketing technique for their offices. Her heart has always been rooted in the client’s best interest. Marti is a graduate of Eastern Michigan University and resides in Plymouth with her husband Ian and son Griffin.
We are committed to educating everyone about finances. Our workshops are free of charge and are packed full of valuable, relevant information that matters to you and your retirement. Topics include taxes, social security, and we regularly host established financial figures from around the country.
We offer complimentary consultations.
Please click the button above to go directly to our calendar, and set your day and time instantly: