MEET THE TEAM
CA Insurance License #0G31186
ID Insurance License #473109
WA Insurance License #866743
Marty Tadman
Financial Professional
Marty is a leader. He has used his success on the football field and in the field of finance to become a positive influence in the lives of the people around him. Following an outstanding football career at Boise State, Marty turned his focus towards building a successful wealth management firm. He has an unwavering commitment to his clients and takes pride in maintaining an investment advisory business with the primary mission of improving the lives of others.
Marty graduated from Mission Viejo High School and accepted a football scholarship to Boise State University. For all four of his seasons with Boise State, the Broncos ranked in the top 25 nationally. In 2007, Marty was named the MVP of the Tostitos Fiesta Bowl and a Sports Illustrated 1st team All-American.
During college, Marty married his high school sweetheart, Nicole, and together they started and maintained a thriving college Christian ministry. A big believer in serving others, Marty became an accomplished speaker, telling his story at churches, government functions, charities, and schools around the country. After graduating with a Bachelor’s degree in Communications, Marty transitioned from the football field to the field of finance and started his family.
Marty and Nicole now have 4 children. 3 daughters names Cali, Bryley, and Lyla, as well as their only son Judah. Outside of work and family time, Marty and Nicole coach Cali and Bryley’s basketball, soccer, and softball teams, and is an avid golfer, a traveling speaker and an active member of his family’s church.
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RECENT ARTICLES
Investing for Major Financial Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut...
Gift and Estate Taxes
If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift tax. The money and property you own when you die (i.e., your estate) may also be subject to federal gift and estate tax and...
Tax Tips: Long-Term Care Insurance
Your chances of requiring some sort of long-term care increase as you age, and long-term care insurance (LTCI) can help you cover your long-term care expenses. Although tax issues are probably not foremost in your mind when you buy LTCI, it still pays to consider...
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MARTY’S FOOTBALL CAREER
2002 – 2003 – Mission Viejo High School football undefeated CIF Champions
2002 – 2003 – MVP of team, league, and CIF, 1st team All-State
2004 – 2007 – Boise State football ranked in the top 25 nationally
2005 – 2007 – 3-time All-Conference safety
2005 – 2007 – 3-time All-Conference safety
2006 – Post season All-American
2007 – Tostitos Fiesta Bowl MVP
2007 – Sports Illustrated 1st team All-American
2007 – Boise State Football MVP
MARTY’S STORY
RECENT ARTICLES
Investing for Major Financial Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut...
Gift and Estate Taxes
If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift tax. The money and property you own when you die (i.e., your estate) may also be subject to federal gift and estate tax and...
Tax Tips: Long-Term Care Insurance
Your chances of requiring some sort of long-term care increase as you age, and long-term care insurance (LTCI) can help you cover your long-term care expenses. Although tax issues are probably not foremost in your mind when you buy LTCI, it still pays to consider...