Marty launched his Financial Planning practice after earning a BA in Marketing from St. John’s University in 1986, where he was also a member of the Johnnie’s football team. He remains actively involved with St. John’s as a member of The Fellow Society and Athletic JClub.
He holds CLU® (Chartered Life Underwriter) and CAP® (Chartered Advisor of Philanthropy) designations from the American College and is currently pursuing his AEP (Accredited Estate Planner) certification.
Deeply committed to giving back, Marty finds great fulfillment in supporting the community that has enriched his life. He is a dedicated volunteer and advocate for organizations such as NAIFA (National Association of Insurance and Financial Advisors), MDRT (Million Dollar Round Table), the U of MN Children’s Hospital, Folds of Honor, Bravo Zulu House for Veterans, Trinity Sober Homes, The Retreat Recovery Center in Wayzata, GOBi Support for Teens and Glorybound Ministries.
Outside of work, Marty enjoys spending time with clients both on and off the golf course. At sunrise, you’ll often find him waterskiing on his favorite lake. He also has a passion for running, traveling, and making memories with his family at the lake.
Marty and his wife, Jennifer, reside in BayTown Township and cherish their family, which includes five children and six grandchildren.
