Martin J. Smith, MBA

Marty Smith, Investment Advisor Representative, has 20 plus years of experience in the financial services industry.  He believes in working with clients to understand every aspect of their financial life and ultimate life goals so that he can use his knowledge of tax, retirement and estate planning to align with these goals.  Marty works closely with the advisor team to deliver personalized financial planning and investment management that is unique to each client.   

Marty graduated from Simpson College with a BA in Economics and an MBA in Finance from Western Illinois University.  Marty has passed the Series 65 Uniform Investment Advisor Law Examination.   

Personally, Marty and his wife have two children that keep them very busy.