Mike Marta has been in the Insurance & Investments business since 1984. Over the last 23+ years of working with all sorts of clients it is safe to say that Mike has a very strong grasp of the industry as a whole. Over the years he has built life-long relationships with his clients by being honest, respectful, and always putting their needs as his top priority. Mike's expertise is focused on wealth accumulation, retriement distributions, and tax efficient strategies for passing on wealth to loved ones. He is also involved with the Employee Benefits side of the business.Benefits such as Health Insurance, Life Insurance, Dental, Vision, and Retirement Plan's. We currently have over 100 groups ranging from 2 people all the way up to 140 people.
Stephen Marta graduated from Appleton West High in 1999. After graduation he moved to Madison, WI to pursue his secondary education. In 2002 Steve graduated from MATC with his Associate Applied Science Degree in Marketing. Upon graduation he moved back to the Fox Valley to begin his insurance career with the family business. Steve started as a Jr. Account Executive and has been assisting Mike with the Employee Benefits side of the business for the last 4 years. With his great customer service Steve has quickly become the "Go to Guy" for all of our Health & Life insurance clients.
Timothy Marta graduated from Appleton West High in 1997. Attended the UW- Fox Valley for two years. Moved to Madison and finished up school at MATC earning his Applied Science Degree in Marketing. Taking additional courses of Economics, Business Law, Employment Law, and Web Design helped give him the tools he needed to jump start his new career. Moving back to the Fox Valley in 2003 he went to work for the family business but on a different side of the equation than Steve. Tim started as Jr. Account Executive for all of the Investment clients. Over the last four years he has helped expand this side of the business and continues to develop great relationships with our clients.