Marty Kappeler

Marty didn’t set out to become a Financial Advisor—but once he discovered it, he knew he’d found the right fit.

After earning a degree in network engineering, Marty quickly realized he enjoyed solving problems—but missed working directly with people. That led him into the financial industry in 2006, first as a loan officer, then as a banker in 2008. While studying for his securities license, he found himself so engaged in the material that he read the entire book in a single day. From that point on, he was all in. Marty became a Financial Advisor in 2010 and has been helping clients navigate their financial lives ever since.

Marty takes a client-first, education-driven approach to financial planning. He believes the best decisions come from truly understanding the options, so he spends time breaking down complex ideas into clear, practical terms. His goal is to help clients build strategies that work toward their goals while managing risk—especially during uncertain markets.

He especially enjoys working with clients who want to learn and understand the “why” behind their financial plan. Around the office, he’s known for being energetic, genuine, and someone who brings both insight and a sense of humor to conversations.

Outside of work, Marty stays busy with his family. He and his wife, Jenny, have a daughter, Sophia, and a full house that includes two dogs and two cats. Much of his free time is spent coaching Sophia’s travel softball team, something he finds incredibly rewarding. When he’s not on the field, you’ll likely find him playing guitar or working on a home project.