Firm president, Monte S. Marti, has helped clients take control of their financial futures for two decades. He specializes in asset allocation analysis, diversification, and risk management.
A former commodities trader and an award-winning agent with The MONY Group, Monte is a Registered Representative with Securities America, Inc. and a Financial Advisor for Securities America Advisors, Inc. He holds Series 6, 7, 24 and 65 securities licenses, and several life and health insurance state licenses.
He earned a Bachelor of Science degree in Agricultural Business, and a minor in Economics from Iowa State University. He has also fulfilled the requirements of The American College, to earn both Chartered Life Underwriter and Chartered Financial Consultant designations.
A licensed private pilot, Monte is involved in his family’s Century Farm. He spends time farming and working in his apple orchard, running, and serving on the boards of non-profit organizations helping to improve the quality of life for Iowans.
Monte lives in rural Mount Vernon with his wife, Mollie, and has three grown children. Monte is an accomplished marathon runner. He has completed the Boston Marathon, the New York City Marathon and numerous others. For many years he was the race director for the Dam to Downtown 10k which raised money for student scholarships.