Our Team

At Macro Wealth Management, we’re not just advisors; we’re advisors who understand the intersection between health care and personal finance. With an advisor on our team who is also a practicing dentist, we are uniquely qualified to help you navigate your financial health.

Meet The Macro Wealth Management Team

tim-streid

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-headshot

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.

Cynthia_Streid

Cynthia Streid, ChFC®, CLU®, CPCU®, FLMI

Financial Advisor

Bio coming soon!

Leslie_Timm

Leslie Timm

Office and Outreach Manager

Bio coming soon!

Seth_Huling

Seth Huling

Junior Associate

Bio coming soon!