Marty Plachko
Martin Plachko, CIMA® is an industry veteran and entrepreneur with more than two decades of wealth management experience serving individuals, families, and other financial professionals. He motivates others to live a quality life through work-life balance and high-conviction investment decisions.
Previously, Martin served in consulting roles at Invesco, BNY Mellon | Pershing, Wells Fargo Home Mortgage, and Prudential Securities. His specialties include financial planning, risk management, and building model portfolios using ETFs. He owns multiple small businesses outside of the wealth management industry and is passionate about working with business owners on all facets from start-up to exit.
Outside of the office, Martin enjoys spending time with his wife and 3 small children. He is active in Tulsa’s non-profit and fitness communities, and enjoys rock climbing, cycling, and playing golf.
