Marty Gates Client Service Associate

Marty brings over a decade of experience in accounting and financial services to her role, helping individuals and families put personalized retirement strategies into action. Her background across financial planning, client service, and analysis drives her commitment to ensure clients understand next actions and help complete them, allowing clients to focus on enjoying the most out of retirement.

Known for her detail-driven approach and positive attitude, Marty prides herself on ensuring clients know she will handle their needs promptly, accurately, and with a smile. From analyzing statements to preparing documents for client visits, her thoughtful approach and meticulous follow-through help turn retirement aspirations into meaningful action.

Marty lives in Canton, Georgia, with her husband, Justin, and their four children.