Meet your Legacy Plan Guides
Marti is a fantastic resource for our clients. She lightens the room with her friendly smile, and she is a professional at welcoming clients to our firm. Marti’s outstanding customer service and attention to detail stems from her 30+ years of administrative and customer service experience. She was born and raised in rural Nebraska and graduated from the University of Nebraska at Kearney with a BA degree in Music Education. After teaching two years in the public school system, Marti chose to pursue a different path in business administration and has since worked in dental, mortgage lending, and financial office settings. In 2017, Marti began working alongside Troy at his business, CBL Advisors Group. In 2021, she also joined the team at Premium Plus Advisors to continue carrying on her role as a Customer Relations Specialist. Marti’s niche is working behind the scenes in assisting clients throughout the legacy building journey.
Troy and Marti met in high school and married in 1987. Together they have four grown sons: Taylor, Trevor, Tucker and Travis, who have spread out across Nebraska to pursue careers. Marti and Troy enjoy traveling to see their kids, watching them achieve their goals and supporting their passion for athletics. In addition to their work both as financial advisors and as parents, Troy and Marti also actively serve their community and church. They especially enjoy giving back financially as they reflect on the ways they have been blessed. Together, the two of them have formed a professional working environment with a proven track record of helping clients achieve the future they have always dreamed of.