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.
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.
As a valued member of the VantaQuest team, Sara brings a solid background in journalism and communications, including 10 years’ experience as the managing editor of a military magazine.
She now enjoys applying the same attention to detail to assist VantaQuest clients realize their financial and life goals.
In her free time, she likes to paint, volunteer and go camping.
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.
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.
Holly is a vital member of the VantaQuest team, assisting Kari Pel with VantaQuest’s nonprofit work. After work, Holly is happy to spend time with her husband and two children.