About
Through tailored and timely financial and investment advice, my goal is to help my clients succeed financially and work toward their life goals.
Learn About Me
Naomi Marty , AAMS
Senior Vice President – InvestmentsFocus
As a Financial Advisor, I am passionate about helping my clients thrive in their personal and professional lives. I work with a select group of individuals, families, and businesses who value sound advice as they navigate complex financial matters.
Each client relationship begins with a collaborative effort to create an individualized investment plan and portfolio management strategies. When my clients see their needs and aspirations carefully marked as milestones in a written plan, a sense of financial purpose typically takes over. Seeing my clients reach a goal and feel a sense of accomplishment is priceless to me and is the most rewarding aspect of my work.
Professional Accomplishments
• Earned Accredited Asset Management Specialist℠ designation through the College for Financial Planning
• Have served in the financial services industry for over a decade
• Earned Bachelor of Science in Business degree with a concentration in Finance from the University of Phoenix
• Earned FINRA Series 7 and 66 security registrations
• Licensed in Colorado life, accident, and health insurances
• Completed an intensive and comprehensive multi-year training program for financial advisors
Vision & Values
Born and raised in the western suburbs of Chicago, I am from a large family with a proud Mexican heritage and strong values in faith and family.
I’m passionate about advancing prosperity for women, Latinos, and other underserved communities. I value my community and neighbors and regularly commit my personal and professional support to community organizations within southwest Colorado and northern New Mexico, specifically benefitting the Latino and Hispanic communities, and organizations supporting education, women, and children.
My vision is to develop and live in a culture of personalized service and empathy. By leveraging my advice and planning expertise, I can provide solutions that continuously sync your financial objectives with your personal aspirations and your values throughout the many moments of life.
Outside of Business Hours
I am a mother and a wife. A sister, daughter, and granddaughter.
My husband, Colton, and I are raising our young children, Natalie and Ford. As a family, we enjoy the seasons and activities in the four-corners area. We take trails off the beaten path and tow the travel trailer to new destinations. I’m also an avid reader and obtained professional education and training in culinary and pastry arts. I’m an apt at-home chef, love hosting client events and entertaining, and happy to share high-altitude recipes at my annual holiday cookie exchange.
Away from the office, I practice what I preach in the office. Colton and I have regular conversations about finances – we review the family budget together and plan family goals and expenses months in advance. I understand the multi-generational aspects to wealth and engage the next generation of clients.
As a Financial Advisor, I am passionate about helping my clients thrive in their personal and professional lives. I work with a select group of individuals, families, and businesses who value sound advice as they navigate complex financial matters.
Each client relationship begins with a collaborative effort to create an individualized investment plan and portfolio management strategies. When my clients see their needs and aspirations carefully marked as milestones in a written plan, a sense of financial purpose typically takes over. Seeing my clients reach a goal and feel a sense of accomplishment is priceless to me and is the most rewarding aspect of my work.
Professional Accomplishments
• Earned Accredited Asset Management Specialist℠ designation through the College for Financial Planning
• Have served in the financial services industry for over a decade
• Earned Bachelor of Science in Business degree with a concentration in Finance from the University of Phoenix
• Earned FINRA Series 7 and 66 security registrations
• Licensed in Colorado life, accident, and health insurances
• Completed an intensive and comprehensive multi-year training program for financial advisors
Vision & Values
Born and raised in the western suburbs of Chicago, I am from a large family with a proud Mexican heritage and strong values in faith and family.
I’m passionate about advancing prosperity for women, Latinos, and other underserved communities. I value my community and neighbors and regularly commit my personal and professional support to community organizations within southwest Colorado and northern New Mexico, specifically benefitting the Latino and Hispanic communities, and organizations supporting education, women, and children.
My vision is to develop and live in a culture of personalized service and empathy. By leveraging my advice and planning expertise, I can provide solutions that continuously sync your financial objectives with your personal aspirations and your values throughout the many moments of life.
Outside of Business Hours
I am a mother and a wife. A sister, daughter, and granddaughter.
My husband, Colton, and I are raising our young children, Natalie and Ford. As a family, we enjoy the seasons and activities in the four-corners area. We take trails off the beaten path and tow the travel trailer to new destinations. I’m also an avid reader and obtained professional education and training in culinary and pastry arts. I’m an apt at-home chef, love hosting client events and entertaining, and happy to share high-altitude recipes at my annual holiday cookie exchange.
Away from the office, I practice what I preach in the office. Colton and I have regular conversations about finances – we review the family budget together and plan family goals and expenses months in advance. I understand the multi-generational aspects to wealth and engage the next generation of clients.