Partner – Strategy & Resources, LLC
Marty works as a consultant offering deep expertise in the financial services industry. She is an integral part of our Thomas Brady and Associates team providing insight and ideas that are customized to our vision.
She was previously Principal of Clear Path Consulting, a firm she founded in 2003 that also helped firms in financial services to operate at their best. Prior to that she was a Regional CEO for Lincoln Financial Advisors. Marty resides in Scottsdale, Arizona.
Partner – Strategy &
180 Canal Street, Suite 601
Boston, MA 02114
San Francisco Office
120 N. El Camino Real
San Mateo, CA 94401
112 W. 34th Street
New York, NY 10120
171 Monroe Avenue NW, Suite 800
GrandRapids, MI 49503
Phone: (616) 719- 5007
Securities Offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, T. 1.800.765.5201 Thomas Brady & Associates is a Separate Entity From Valmark Securities, Inc. Neither Thomas Brady & Associates nor Valmark Securities, Inc. provides legal or tax advice.
To the extent any material on this website (including any attachments) concerns tax matters, it is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed within.
Any publication or other material on this website is for informational purposes and does not contain or convey legal advice. The information herein should not be used or relied upon in regard to any particular facts or circumstances without first consulting a lawyer.