Bringing women into the financial industry and helping them succeed is the goal of Marti McLeish, Sales Leader for MassMutual Great Lakes and Managing Director for the Collective Financial Group. The Collective Financial Group is an all-female financial services firm dedicated to serving the financial needs of women while championing career opportunities for women in finance. She also aims to empower women with knowledge about their finances.
Marti joined the company in September 2019 and helped launch the Collective Financial Group In 2020. She has worked in the financial services industry for more than 17 years and brings extensive experience in program development and management, most recently serving VP of Operations for a Michigan firm while maintaining her own client base. Prior to that, she was VP of Sales, working with advisors across the country, helping them to build their practices.
Born and raised in Michigan, Marti graduated from Eastern Michigan University with a degree in business management. She says a career in finance “chose her,” and she loved it immediately. She has worked extensively in the area of retirement and says being able to help people meet their financial needs for retirement is very rewarding. She is licensed to offer life and health insurance.
Outside of work, Marti loves to cook with her family. She and her husband, Ian, are raising a 12-year-old son who is an avid hockey player.
- Insurance Strategies
- Student Loan Refinancing
- Retirement Strategies
- Estate Planning
Check the background of this investment professional on FINRA's BrokerCheck