STRATEGY & RESOURCES - Key Persons
Prior to becoming a Partner at Strategy & Resources, LLC in January 2019, Marty Miller was principal of Clear Path Consulting, a firm she founded in 2003 to provide practice management coaching to successful financial advisory firms across the nation. Marty also spent 18 years with Lincoln Financial Advisors, and was a Regional CEO, building their firm in Orange County, California.
Marty admires the work that financial advisors do for so many. Her purpose has always been to help each firm realize their potential, increasing confidence and enjoyment for everyone. She is proud to lead the Strategy & Resources Practice Management Division, where she takes a hands-on approach to implementing real and sustainable change for clients, increasing efficiencies, enjoyment and profitability.
A columnist for the Executive Roundtable Journal, Marty's "Advisor Insights" contributions have been well received by an elite list of executive subscribers within the fintech realm, financial planning profession, and financial services industry.
Marty graduated from Arizona State University and holds a B.A. in music theory and composition. She lives in Scottsdale, Arizona where she enjoys time with family and friends.
Matt Lynch is the Managing Partner of Strategy & Resources, LLC, a financial services consulting firm. Matt, who has over 25 years of industry experience, has had a successful career as a financial services senior executive and consultant. He is sought after for his ability to link strategy with the art of the possible in terms of implementing change. Matt serves senior executives at financial services companies by focusing on corporate-level strategy, resource optimization and change management.
Matt's professional background includes progressive senior leadership roles as President & CEO of an independent broker- dealer and RIA, Capital Analysts Incorporated, CFO of Lincoln Financial Advisors, and field management roles with New York Life. His consulting credentials include Moss Adams, LLP, where Matt was a Director of the business consulting group where he was widely recognized for his industry expertise in succession planning, M&A, and financial services distribution strategies.
Matt is a frequent keynote speaker at company events and industry conferences for firms and organizations throughout North America. He also serves on the board of directors and/or in board advisory roles for a number of financial services companies.
Matt is a native of Dayton, Ohio and received his MBA from Xavier University in Cincinnati. He holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) professional designations from The American College.