About
Marty
Marty serves as the liaison between custodians and clients, handling any service needs or paperwork. He helps implement the financial plan set forth by advisors and clients. He says the most rewarding aspect for him is knowing he’s helping contribute to clients’ financial goals and dreams.
Outside of work, Marty enjoys unwinding by playing golf, softball, and pool and going to St. Louis Blues hockey games.
Education and Professional Milestones
- University of Missouri-Columbia –bachelor’s degree
- Webster University – master’s degrees in arts information technology and business administration
- Prior to Focus Partners Wealth, has also held roles for United Health Care and Scottrade Advisor Services
Marty serves as the liaison between custodians and clients, handling any service needs or paperwork. He helps implement the financial plan set forth by advisors and clients. He says the most rewarding aspect for him is knowing he’s helping contribute to clients’ financial goals and dreams.
Outside of work, Marty enjoys unwinding by playing golf, softball, and pool and going to St. Louis Blues hockey games.
Education and Professional Milestones
- University of Missouri-Columbia –bachelor’s degree
- Webster University – master’s degrees in arts information technology and business administration
- Prior to Focus Partners Wealth, has also held roles for United Health Care and Scottrade Advisor Services