Marty Stephenitch

Client Relationship Specialist

Marty Stephenitch

About Marty

As a client relationship specialist, Marty Stephenitch serves as the liaison between the custodians and clients, handling any service needs or paperwork. He helps implement the financial plan set forth by advisors and clients. The most rewarding aspect for him is knowing he’s helping contribute to clients’ financial goals and dreams.

Before joining Buckingham in 2018, Marty worked as a Medicare sales rep for United Health Care and then as an account solutions specialist at Scottrade Advisor Services. He earned a bachelor’s degree from the University of Missouri-Columbia. He also holds a master’s degree in arts information technology and a master’s degree in business administration from Webster University.

Outside the Buckingham walls, he enjoys unwinding by golfing, playing softball and pool and going to Blues games.