Our Qualifications

       Mike Marta**has been in the Investments & Insurance business since 1984. Over the last 25+ years of working with all sorts of client situations 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 Corporate Retirement Plans, Individual Wealth Accumulation, Retirement Income Planning, and Tax Efficient Strategies for passing wealth to loved ones. He is also active with the Employee Benefits side of the business. Benefits such as Health Insurance, Disability, Life, and Dental. Mike has a long term track record of providing Real Solutions to his Clients. 

Stephen Marta graduated from Appleton West High in 1999. Attended MATC in Madison earning his Applied Science Degree in Marketing. In 2002 he moved back to the Fox Valley to begin his career with Babbitt-Sholund Insurance Agency, INC. Steve started as a Jr. Account Executive assisting with all the Group Benefits.  Over the last 7 years Steve has developed a vast knowledge of Employee Benefits and focuses on Health Insurance, Short & Long Term Disability, Dental, and Life Insurance. Currently working with groups from 2 lives all the way up to 170 lives. Steve is very active in Employee Meetings and has a great way of keeping everybody up to speed with their benefit packages. 

Timothy Marta** Graduated from Appleton West High in 1997.  Attended both MATC and UW earning a Marketing Degree. Studied Business Law, Economics, and Accounting. Moving back to the Fox Valley in 2003 he promptly completed his Series 6 and 63 Securities Exams. He also is licensed in Life & Health Insurance.Tim has extensive training with Individual Income Planning, Group Retirement Plans, Corporate Buy / Sell arrangements, Wealth Transfer, and College Funding. For the past 6 years Tim has continued to put the Needs and Goals of his clients as his Top Priority. He is a focused individual that will do all that he can to simplify your complex Financial Needs.

No two clients are the same and I make it my priority to listen, evaluate, and then try to implement the best solution. My job is to provide accurate and definitive answers to your financial questions.