SANCTUARY ADVISORS - Key Persons
Karen has over 30 years of wealth management experience, with a strong focus on operations management. Prior to joining Sanctuary Advisors, Karen worked for RBC Wealth Management in Greenwood Village, Colorado, where she served as the Administrative Complex Manager for the firm. Prior to that, she worked for Wachovia Securities for 17 years, most recently as Regional Supervisor in Denver. Karen holds series 7, 8, 63 and 65 securities licenses. She has been married for close to 30 years to her husband, Rick Dickson and loves to quilt in her spare time.
Job Titles:
- Founding Member
- Founding Member of Sanctuary
Marty is a founding member of Sanctuary and a nationally recognized wealth advisor. He is an industry thought leader and serves his community. With 41 years of experience on Wall Street, Marty has led clients to a sound and complete financial foundation for their future. Applying his skill and expertise, he assists in implementing and monitoring a comprehensive plan. He has been professionally trained through the Citi-Family Office program, with a focus on the continuum of wealth planning solutions. Marty is particularly skilled at tackling the difficult issues that confront affluent families, including legacy and philanthropic planning. Marty has also successfully completed the Investment Wealth Institute Endowment and Foundation Consulting curriculum.
Marty has written for WORTH magazine, has served as chairman of the University of Colorado Foundation audit and investment committee, was chairman of the Economic Club of Colorado, and was a co-chair of the St. Anne's Episcopal School endowment (Nominated for the Lifetime Achievement Award). National speaker for Barron's education program. He is a Certified Investment Management Analyst (CIMA) and graduated from the University of Colorado in 1980 (BA, Economics).
Marty has been married for over 40 years to his college sweetheart, Suzie, and has three children: Keith (Amherst , 2008), Martin Jr. (Yale, 2010), and Nell (Gettysburg, 2013), and nine grandchildren; Evie, Spencer, Rosie, John, Madison, Foster, Jade, Malachi, and Helen.