Marty has experience in helping retirees and pre-retirees plan for the most important and exciting time of their lives: retirement. Since 1994, Marty has provided practical, personalized guidance based on good judgment and conservative financial principles.

Marty’s strategies are designed to help you work toward your financial independence. This includes helping protect a portion of your assets from market volatility, increasing retirement income and addressing the costs of long-term care, including nursing home costs. His approach utilizes a number of insurance and investment products to help you pursue your financial goals.

Marty is an Investment Adviser Representative, has passed his Series 65 securities exam, and is a licensed insurance professional in Arizona, California, Nevada, New Mexico, Missouri, Texas and Washington, as well as several other states. Marty is also a member of the National Institute of Certified Estate Planners (NICEP). He is committed to working hard to earn your trust and make sure you’re comfortable every step of the way.

Marty is married to his beautiful wife, Kedrin, and together, they have three sons: Lincoln, Baylor and Brody.