meet
marti mcleish
“I help advisers solve problems, plan strategically, and increase revenue while reducing stress from their practice”
Marti is an innovative and outcomes-oriented leader with 20 years of extensive progressive experience within the financial services industry. She provides meaningful and hands-on leadership, strategic planning and execution, business development and operational excellence by drawing from her vast experience. She began her career in a leading Field Marketing Organization where she developed business strategies and marketing plans for over 100 different insurance and advisory firms.
She built a reputation for creative problem solving and practical process improvement.
This yielded an opportunity to join one of the country’s top producers, where she was able to define and refine internal operations and client experience. Within 2-years she “built a process for everything from first impressions to annual reviews” and helped manage marketing and PR campaigns that garnered so much response, she hired junior advisers and launched a satellite office to help manage the demand.
In 2019, Marti was approached by one of Michigan’s largest Managing General Agents to envision an opportunity for growing their practice and re-imagine what it looked like to be a woman in financial services. She drew upon her deep knowledge, expertise and market analysis to launch the firm’s first all female Advisory group. While managing her own successful practice, Marti realized that her real passion was in practice management. “As Managing Director, mentorship was one of my favorite roles. What I realized is most advisers don’t just need another playbook-they need a person, an initiator and integrator to fix the things they don’t have time to do so they can do the things that are fun, fulfilling and financially rewarding.” This planted a seed that just continued to grow and Marti soon found herself being sought out as an expert in process improvement. As demand continued to grow, she realized there was an incredible gap and opportunity to serve the industry right in her sweet spot and in 2021, she expanded her services and offerings with the launch of her own firm.
She takes a comprehensive and holistic approach to analyzing a practice and not only provides turnkey recommendations, she will put “boots on the ground” to implement the necessary changes.
Marti serves on the board for the Michigan Chapter of FSP (Financial services Professionals) as well as serving as Vice President of the Plymouth Hockey Association.
meet
stephanie murphy
“I help leaders gain confidence, clarity, consistency and control over business mindset and results.”
Stephanie Murphy started in Financial Services nearly 20 years ago, and it launched an incredible enthusiasm for small business leadership. During her decade-long tenure at a leading wholesaler, she held director, VP and EVP positions in HR, Annuity Sales, Life Insurance Distribution, Marketing, Operations and was an integral part of two acquisitions and the launch of an internal RIA.
Through C-Suite experience and working with global leaders, she designs programs, systems, tools and cultures that break through limiting beliefs and inspire action.
After graduating with her dual MsF (Finance) and MBA degrees, Stephanie’s love for growth and challenge inspired her to expand her industry scope and become a Leadership Strategy Consultant where she utilizes people analytics and organizational data, change theory, experience and creativity to help business owners and leaders solve some of their most frustrating and challenging problems. Through her joint work with Noble Co and ADVISA, she is a catalyst for change management and strategic alignment for business owners in Financial Services, Healthcare, Manufacturing, Automotive, Technology, M&A and Private Equity that range from 2 person startups to Fortune 100 Companies.
Stephanie has carried over these skills as Young Leader Board Chair for the Detroit Economic Club where she advocates for career readiness and diversity in leadership. Most recently, she was selected to represent Michigan at Harvard Business School’s prestigious Young American Leaders Program where she worked with corporate and non-profit leaders from across the country to solve some of our nation’s most pressing problems.
She attributes her wildly fulfilling career to an insatiable curiosity, a passion for helping others find joy and meaning in work and a unique ability to inspire action in even the most complex of situations.
meet
brianna driscoll
“I take the stress out of operations by creating clear and concise systems that enhance productivity and excel the client experience.”
She navigated operations through a multi-billion-dollar acquisition and rebuilt the systems to ensure confidence, and consistency in every client interaction.
Brianna Driscoll brings an incredible wealth of knowledge, experience, and heart to the Noble Co team. For over 15 years, she has navigated the complexities of the investment world with pragmatic discernment, bringing clarity out of chaos and confidence in times of uncertainty. Her operational aptitude, organizational prowess, and client-experience expertise has created immeasurable value for some of the largest advisory firms in the country.
She has boots-on-the-ground experience, building new Advisory teams by hiring and managing all-star teams, enhancing cohesion, communication, efficiency and productivity among professional staff and partners, and creating firm-specific Client Service Models, ensuring a flawless client experience. “
Her experience working at two of the largest wealth management firms, serving multiple diverse advisory teams, gave Brianna a broad perspective on best practices that apply throughout the industry in the areas of Client Success, Advisory Operations and Client Management. She found her passion for enabling firm growth and is thrilled to put her knowledge and insights to work for the clients of Noble Co.
Brianna is a graduate of Western Michigan University with a degree in Sales and Business Marketing. She holds both the Series 7 and Series 66 licenses, CA State Insurance License, and has been recognized by the College for Financial Planning as a Chartered Retirement Plans Counselor.