Marty Shobert joined the firm in February of 2017 after many years of financial industry experience. He most recently owned a Registered Investment Adviser and Tax Preparation business in Naperville, IL. Marty helps individuals, banks, and investment advisors manage their municipal bond portfolios. Marty graduated from The University of Virginia with a B.A. in Economics and holds FINRA Series 7, 63, 65, and IRS Enrolled Agent licenses.
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