Director of Client Experience
Marti has worked with Willie since 2019 and has spent more than 15 years in the financial services industry. She provides administrative support and marketing support to the team. She also manages multiple projects, from answering incoming calls and scheduling appointments to preparing for Willie's meeting, fielding client services issues and implementing client events. She loves getting to know the firm's clients. Marti and her husband, Kurtis, have been married for more than 20 years and have two beautiful daughters.