Marty Orris, CTFA, AFIM®, MBA

Wealth Advisor, Trust Officer

Marty Orris, CTFA, AFIM®, MBA

Contact Info

309-664-8921
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Bio

Marty Orris is a Wealth Advisor and Trust Officer.  She joined HBT Wealth Management in July 2014 and earned the Certified Trust and Financial Advisor (CTFA) and Accredited Fiduciary Investment Manager (AFIM®) designations. She specializes in investment solutions for non-profit foundations and tax-funded institutions, but also enjoys helping families simplify their assets and efficiently gift their wealth to younger generations and charitable interests.

In the prior 11 years Marty served as the Executive Director of the Abraham Lincoln Healthcare Foundation in Lincoln, where she assisted donors with charitable giving strategies, and oversaw growth of an endowment that reached $20 million. She was awarded the Certified Fund Raising Executive (CFRE) designation in 2008.

She graduated in 2015 with an Executive MBA from the University of Missouri, and also earned B.S. degrees in Agricultural Journalism and Agricultural Economics from the same institution. She is an alumna of the Illinois Agriculture Leadership Program Class of 2002, and a graduate of the Cannon Financial Institute’s Trust and Investment Management Schools.

Marty currently serves on the governing board of the Illinois Symphony Orchestra, and its development committee.  She is a Rotary Paul Harris Fellow and past president of the Bloomington and Lincoln Rotary Clubs. Past board service includes the Zion Lutheran School Parochial School Board, Lincoln & Logan County Chamber of Commerce, and Logan County Economic Development Partnership. Marty has also devoted countless volunteer hours as a speech coach, Sunday school teacher, fine art fair coordinator and 4-H club leader in Logan County.

Marty and her husband, Jason, are the parents of four kids, ages 8 to 21, and a chocolate lab.  They reside in Lincoln and are avid spectators of youth soccer and baseball games.