Marty has been serving advisors as a CFO since April 2021. He provides advisors with actionable insights based on financial analysis and strategic planning to help drive higher practice valuations. His financial services career spans over 15 years. He received a Bachelor’s Degree and an MBA from Winthrop University. He is FINRA Series 7, 63, & 66 registered through LPL and maintains the Certified Financial Planner® designation. Originally from the northeast, Marty now resides in Fort Mill, South Carolina with his wife, Alison, and his son, Bentley. While his greatest enjoyment comes from spending time with his family, he also loves sports, gardening, learning and the outdoors.