About

Marty is an Investment Advisor Representative with Eagle Strategies LLC, and a Registered Representative with NYLIFE Securities LLC.  His focus is on building long-term relationships with individuals and business owners to help them achieve their financial goals.  He has expertise in financial, business, and retirement planning, as well as wealth management and investment advisory services.  Marty has worked as a financial services professional since 2014.  Prior to that, he spent 15 years in the travel industry where he provided strategic planning services to large and small businesses, including companies such as Travelocity and Sabre Inc.

Marty received his MBA in Finance from UNC Kenan-Flagler and his BSBA from The Ohio State University.  He holds the FINRA Series 7 and 66 securities licenses, and General Life and Health Insurance Licenses in several states, including Texas.  He is also a 2020 and 2021 qualifying member of the Million Dollar Round Table.

Marty is a member of NAIFA and a Board Member of the Greater East Dallas Chamber of Commerce.  When he is away from the office, Marty enjoys acting, filmmaking, biking, and traveling.  Marty resides in the East Dallas neighborhood of Lakewood.

Our mission is to build long-term relationships with individuals and business owners to help them clarify and achieve their financial goals. We have experience in wealth management, retirement planning, business planning, and estate planning.