Marty Katz

Financial Consultant

Graduating in Business Administration, Marty Katz is a financial advisor with expertise in individual and corporate investing, as well as retirement and tax-advantaged estate planning. In 1988, Marty ...
Read more

Dixie McDonald

Licensed Assistant

Read more

Marilyn Johnson

Licensed Assistant

Read more

Annette Verrier

Administrative Assistant

Read more

Kathleen Shortt

Executive Assistant

Read more