Helping individuals achieve their financial goals and working with them to attain their dreams provides Marty with the inspiration and motivation she needs when assisting clients. Her role with Roadstead Capital Partners is to assist clients throughout the onboarding phase and provide continual administrative assistance when necessary.
She is a graduate of Kent State University and holds a bachelor’s degree in business administration. She is Series 7 and 66 licensed.
She and her husband, Jerry, live on Lake Keowee with their two dogs, Fletcher and Maverick. In her spare time, she enjoys pickle ball, golfing and hiking.