In 1997, Marty started his third career (after working in the retail industry, and for the I.R.S.) in the Financial Services industry with Fidelity Investments in their Salt Lake City phone site. In 2001, he moved to Arizona to help open their Chandler branch office and work with clients more personally as a wealth advisor. He worked there until 2012, when he left Fidelity to become an Independent Financial Planner. Along the way, he earned his CFP® certification in 2004. He uses his education, and industry experience to guide clients through the financial planning process, helping them evaluate their options so that they can be empowered to make the best decisions for their future.
A strong believer in the, “all work and no play…” doctrine, Marty spends his mornings in the Summer, and evenings in the Winter running to try and increase his longevity; and spends at least one night a week bowling in leagues. He is an avid sports fan, but especially enjoys college basketball. His family has held season tickets for Arizona State basketball since 2012, and sometimes travel to see them on the road. Marty and his wife Melissa have been married since 1996, and have lived in Gilbert, AZ since 2003. They have one son, Kyler who is currently working towards a college degree.