I have been serving the Lees Summit and surrounding communities for over 30 years and specialize in Professional Portfolio Management and Retirement Planning. I received my Bachelor of Science in Business Administration with an emphasis in Finance from UCM and later received my MBA from Rockhurst University. As an advisor, my goal is to work with each individual to find the investments that will help them reach their goals.
In my free time I enjoy spending time with my wife, Billie and our three children.
Having been involved in the Financial Services industry for 30 years, I learned long ago that everyone’s economic and life situation is unique and I keep that in mind when providing financial investment advice. I believe that personalized service is essential when matching clients with the appropriate investment strategies and products. As a Registered Investment Advisor, I am dedicated to learning about your personal goals and objectives. Together we will use them to build a plan and portfolio focused on your specific needs. In order to provide unbiased investment advice, I provide my services on a fee basis only and do not charge commissions or sale charges.
I grew up in Lee’s Summit back in the day when there was only one high school. I married my high school sweetheart and we have two grown children and one amazing grandchild. Away from work, I enjoy golfing and many other outdoor activities while spending time with family and friends.
Steve lives in St Louis with his wife Gina and Anastasia, their pride and joy. Steve has a vast background and has held several different roles within the financial services industry since.
Marty works with business owners and select individuals in assisting them to reach their goal - whatever it might be. He has more than 20 years of industry experience and prior to joining Freedom Wealth Advisors he owned his own firm since 2006 where he grew it year over year but decided in 2012 he decided to focus more on retirement plans and business owners vs individual financial planning. In 2019 he left the broker dealer world and became a Registered Investment Advisor allowing him to pursue other opportunities and offer different products. Marty is a member of RPAG, Retirement Planners Advisory Group, which currently has over $800b in assets under influence and services over 80,000 retirement plans.
He studied Civil and Environmental Engineering at Missouri Science and Technology (formally knows as University of MO-Rolla) before becoming a financial advisor in 2001. He has been a resident of Lee's Summit MO since 2004 and enjoys spend time with his wife, Brianna, and their two children, Avery and Austin, doing outdoor activities, kids sports, and anything else together as a family.