A culture of service From a collaborative, family team
Marty learned firsthand how important financial planning can be when, in the 1970s, a grocery chain put his father’s small store in Knox, Pennsylvania, out of business in just a few months. Although Marty’s father didn’t have a pension, his lifelong commitment to investing helped enable both his mother and father to live many comfortable years in retirement.
A Certified Financial Planner™ professional since 1987, Marty has dedicated his professional life to helping successful individuals and families accumulate and preserve wealth to protect their future. In 1991 he became a registered principal with Raymond James Financial Services and established his own practice, assembling a skilled team to serve clients with highly personalized and integrated financial planning.
Marty believes our practice’s success is measured by building each client relationship around trust, accountability, transparency and communication. Clients appreciate his independent, objective advice and holistic approach to handling issues that are important to them. He strives to understand each client’s unique situation so he can help them feel confident and in control as they navigate life’s financial challenges, like planning for a comfortable retirement, selling a business, navigating the issues associated with a divorce or managing an inheritance.
Since partnering with Raymond James in 1991, Marty has qualified eleven times for the Raymond James Chairman’s Council.*
Marty graduated from West Virginia University with a B.S. degree in finance and holds his Series 1,3, 24, 31, 53,63 and 65 licenses. He is a strong believer in giving back to the community, having served on the boards of Mount Aloysius College and the Altoona Symphony, and as past president of the Altoona Rotary Club. From 1990 to 2000, Marty hosted “Investment Matters,” a live call-in talk show on WRTA-AM radio. He currently serves as Treasurer of the Board of Trustees at the Southern Alleghenies Museum of Art and, as an avid sailor, captains his San Juan 21 sailboat at Lake Glendale.
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
Raymond James is not affiliated with any organizations mentioned.