Live Out Your Values and Personal Purpose

With nearly 30 years of wealth consulting experience, Marty has dedicated his life to helping people align their actions with their values.

Ever since he recovered from a devastating stroke at the age of 18, Marty has applied his energy to discovering how to pursue what is truly important in life and to treat relationships meaningfully.

An avid golfer and tennis player, Marty most enjoys spending quality time with his wife and two daughters and serving with his church family.

Education & Certifications:

• Bachelor of Arts, Business Administration, Finance-Investments, CSULB
• Certificate in Financial Planning, Southern States University
• Certified Wealth Consultant, The Heritage Institute

Specializing in working with ministers, churches and nonprofit organizations, Kari has nearly 20 years of experience in tax preparation and financial advice.

At the end of the day, she knows she’s in the right business because of the wonderful feedback she receives from her clients. She loves to read, volunteer and spend time with her husband, Jason.

Education & Certifications:

• Enrolled Agent (EA
• CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
• Registered Representative with United Planners
• Bachelor of Arts, Management and Business Administration- Finance, Hope International University

With over 19 years of industry experience in advisory operations, Fabiola is an essential part of VantaQuest’s commitment to helping clients achieve their vision. 

Fabiola brings a deep understanding of finance and organizational skills to deliver excellence to everyone she serves. She enjoys spending quality time with her family, traveling, staying connected with friends and reading.

Education

• BA International Economics, University of California, Los Angeles

As operations manager for VantaQuest, Audrey does a seamless job keeping everything running smoothly.

With a background in transit regulatory oversight and safety management, Audrey knows the importance of precision. She transitioned over to the VantaQuest team in 2006 and has been indispensable ever since.

In her free time, Audrey enjoys cooking, travel and tennis.

Education:

• BS Aerospace Engineering, Cal Poly, Pomona
• CTEC Certified for tax preparation