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Our Team



Marty began his financial planning practice after graduating from St. John’s University in 1986 with a BA in Marketing, where he was also a member of the university’s football team. He continues his commitment to the Johnnies as a member of the Fellows Society. Marty holds his CLU (Chartered Life Underwriter) and CAP (Chartered Advisor in Philanthropy) designations from the American College. Marty loves the relationship focus of our business: “We do not just serve our clients, we are blessed with enduring, lifelong friendships.” Marty strives for a life focused on others, with a strong belief in giving back. He is on the board of Resource MN and has volunteered with the University of Minnesota Children’s Hospital since 2003. He also sits on the local board of NAIFA (National Assoc. of Insurance and Financial Advisors), and served as President in 2014. When Marty is not working with clients, you will find him on his favorite lake, waterskiing at sunrise. He also enjoys running, golfing, traveling and spending time with family at the cabin. Marty and his wife Jennifer live in Baytown Township. They have five children and six grandchildren.


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