Marti has worked alongside Willie since 2019 and brings more than 15 years of experience in the financial services industry. She plays an important role in supporting both the team and the firm’s clients through a wide range of administrative and marketing responsibilities.
From coordinating appointments and preparing for meetings to assisting with client service needs and organizing client events, Marti helps keep day-to-day operations running smoothly. She enjoys building relationships with clients and takes pride in being a familiar, helpful point of contact.
Marti and her husband, Kurtis, have been married for more than 20 years and are the parents of two daughters.