Meet The Macro Wealth Management Team
Tim Streid, CLU®, CAP
President
For more than three decades, Tim has lived his passion to help people enjoy life without fear when it comes to their personal finances.
Tim entered the financial services industry in 1989, after previously practicing as a certified public accountant for four years, and he founded Macro Wealth Management in 2004. He has been using the firm’s unique and powerful economic wealth-building process since 1994. He is a staunch believer that financial success is a lifetime journey resulting from the solid foundation of maximum protection, disciplined annual savings of at least 15% and liquidity of at least 50% of one’s yearly household income.
Tim is a financial professional who can offer insurance and investment products, as well as expert tax advice. He has passed his Series 65 securities exam and has his life, health and annuity licenses. He holds the Chartered Life Underwriter® designation. He also co-authored “Your Retirement Smile: The Treatment Plan for Pay-Cut Prevention in Your Golden Years," an Amazon #1 bestseller, with his partner at Macro Wealth Management, Dr. Mart McClellan.
“Our mission for every client is to position them so that they do not have to take a ‘pay cut’ at the time they choose to retire,” Tim says. “We want our clients to have a full income replacement — or more — when they retire so that they can continue to enjoy life to its fullest. This is not accomplished by owning any one financial asset, as there is no magical product. Instead, we assist clients in the implementation of distribution strategies, which allows the individual assets within the clients’ financial model to provide greater return, additional benefits, increased income with guarantees and less overall risk.”
Tim graduated from Eastern Illinois University in 1984 with a bachelor’s degree in accounting. He and his wife, Julie, have been married since 1989 and have three adult children, a daughter and two sons. The couple also has a miniature Australian shepherd named Sydney and two adopted cats.
Tim and his family enjoy anything that involves water or a beach. Tim also is an avid golfer and is heavily involved in his community of Peoria, Illinois, where he has lived since 1987.
Mart McClellan, D.D.S., M.S.
President
Long before Mart partnered with Tim Streid, he was a client.
As a practicing orthodontist in the late 1990s, Mart was referred to Tim by a fellow dental school classmate who knew Mart was dissatisfied with his previous financial advisory experiences. Mart was so impressed by Tim and his holistic planning model that he was inspired to enter the financial services industry and team with Tim in 2004 so he could share key insights and information with other health professionals.
Mart is a practicing orthodontist to this day, giving him a unique perspective on the challenges and issues that dental professionals face. He also is a financial professional who can offer insurance and investment products, and help with practice transition strategies. He has passed his Series 65 securities exam and has his life, health, disability, long-term care and annuity licenses.
Mart joined Tim to co-author “Your Retirement Smile: The Treatment Plan for Pay-Cut Prevention in Your Golden Years.” He helps Macro Wealth Management by educating the dental industry through speaking engagements, podcasts, writing and blogging. He has been published in Dental Economics, Orthodontic Products Magazine, Dentist’s Money Digest and other professional publications. Mart and Tim welcome opportunities to lecture nationally and internationally to groups large and small.
Mart obtained his undergraduate degree from DePauw University in 1986 before earning his doctorate in dental surgery from Northwestern University in 1990 and his master’s degree from the University of Michigan in 1993.
He and his wife, Lindsey, have been married for 29 years, are longtime residents of Lake Forest, Illinois, and have two adult children, Riese and Flynn. They also have a Leonberger named Bruno.
When he isn’t helping clients with their retirement smiles or actual smiles, Mart enjoys golf, travel, basketball, fishing, boating, reading and spending time with his family at his cabin in Wisconsin.
Seth Huling
Financial Advisor & CCO
When Seth joined Macro Wealth Management in 2021, he was quickly able to see the passion Tim and Mart have for helping clients. For him, it was clear early on that he had made the right decision in joining the team and shifting his focus toward retirement planning and personal finance strategies. Seth is excited to begin offering his services to clients and to help play a key role in their financial success.
Prior to joining Macro Wealth Management, Seth entered the finance world in 2020 by accepting an investment research internship with CapWealth Group based in Nashville, Tennessee. Graduating from Greenville University in 2021 with a bachelor’s degree in organizational leadership, he has since passed his Series 65 securities exam and has his life, health and annuity licenses. He is happy to offer insurance and investment products to Macro Wealth Management clients.
Seth has been married to his wife, Lauren, since 2020 and they have two young daughters. The family also has two dogs and a cat: a rescue named Minnie, a labradoodle named Ringo and a rescue cat named Persephone. Seth and his family enjoy outdoor activities including hikes, kayaking trips and dog walks. Seth also enjoys podcasts, books, following politics and time with friends and family.
Cynthia Streid, ChFC®, CLU®, CPCU®, FLMI
Financial Advisor
Cyndi was one of Tim’s earliest clients and has benefited from the Macro Wealth approach to financial freedom for more than 30 years. This is what has led to her joining Macro Wealth Management in 2024 to follow her passion of maximizing one’s financial potential while taking the uncertainty of retirement off the table for her clients.
Prior to joining Macro Wealth Management, Cyndi enjoyed a lengthy career with State Farm Insurance where she served in a variety of consulting roles. She was integral in establishing seven startup operations and served in operational roles in financial services, claims, IT, and real estate. She also brings seven plus years of Change Leadership experience related to ensuring productivity is maintained or enhanced as employees engage with changes to their workspace and ways of working. All of this experience is foundational to her being able to hit the ground running as she onboards with our firm.
“Dealing with change, any type of change, has elements of being uncomfortable. What I love about working with Macro Wealth all these years is, having a planning partner who understands this and provides evidenced based solutions that have quickly led me to my comfort zone. I now get to do this for my clients, which is life changing for them and fulfilling and enjoyable for me.”
Cyndi followed in her brother’s footsteps and also graduated from Eastern Illinois University in 1987 with a Bachelor of Science in Accounting. She was married in 2015 and her and her family relocated from Arizona to Peoria, IL in 2023.
In her free time, she enjoys an active lifestyle, being in the outdoors, golfing, hiking, biking, home projects and playing with her English Bulldog, Houston.
Leslie Timm
Office and Outreach Manager
Leslie has worked in the financial services industry for 24 years, 19 of those being for Macro Wealth Management! Leslie started as the Office Manager and the only administrative team member for Tim and Mart. Underwriting, scheduling, and events were her primary job duties. Through her experience in that role, she built many positive relationships with clients, advisors, and agencies, which she still enjoys today. With the addition of new advisors and staff to Macro Wealth Management, Leslie’s title has now changed to Operations Manager, and she focuses most of her time on processes, procedures, and training.
Leslie is married to Chad and has a 3-year-old German Shepherd named Simba, who she dotes on. Other things important to Leslie are her family, her faith, listening to audio books, and the exciting arrival of her first great niece, due in the Spring of 2024.
Rachel Fisher
Client Experience Coordinator
Rachel Fisher joined Macro Wealth Management in May 2024. She recently entered the financial services industry and is excited to keep learning and growing with the team. Rachel’s main focus will be assisting Leslie with office duties and coordinating with our advisors to bring the best service and care to clients.
Rachel brings years of experience in office management and coordination to the team. She spent the last six years in office management with an additional two years prior to that coordinating and scheduling for an intern program. Rachel earned a Bachelor of Science degree in zoology from Olivet Nazarene University. She is an IDC Staff Instructor for PADI and is licensed in Life and Health Insurance.
Rachel recently moved back to the area and is excited to be back near family. She enjoys traveling, scuba diving, mermaiding, golfing, listening to music, spending time with family and playing with her Yorkie-Pomeranian, Ryder.