CERTIFIED FINANCIAL PLANNER™ professional, focused on developing client confidence about retirement and other important life goals.
In addition to providing investment and personal financial planning services, Marty was a CPA* tax professional for one of the top accounting and financial services firms in the world, Ernst & Young; Chief Financial Officer and Chief Operating Officer of a $20 million specialty services business; individual online trader of derivatives (futures contracts & listed options); a Financial Advisor with Morgan Stanley Wealth Management in Chicago’s loop; and most recently, a Financial Advisor at Partners Wealth Management in Naperville, IL.
Marty earned a Master of Science degree in Accounting from the University of Rhode Island. He is a Registered Representative with Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representative with Kestra Advisory Services, LLC (Kestra AS), holding his Series 7: FINRA General Securities Representative, Series 65: FINRA Uniform Investment Advisor Law Examination, and Series 66: FINRA Uniform Combined Securities Agent and Investment Advisor State Law Exam licenses.
*Kestra Investment Services, LLC and Kestra Advisory Services, LLC do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms.