Executive, Planning, and Support teams

Marshall Financial Group was founded in 1981 by William (Bill) Marshall, one of the first 100 Certified Financial Planners™ in the country. Today, all Marshall Advisors are Certified Financial Planners™, each with a distinct area of expertise. Clients are served by a team of advisors and support staff hand-picked to meet their specific goals and challenges. The expertise of the entire staff is available to every Marshall client on an as-needed basis.
  • Fee-only; no 3rd party commissions
  • Complete client access and transparency
  • Each client's team includes at a minimum
    - 2 CFP® planners
    - 1 Registered Paraplanner
Find out more about financial planning with Marshall
Certified Financial Planners ™

As a financial life planning professional, Paula is passionate about helping her clients thrive. She sees her role as coach and advisor to support, motivate and inspire her clients to explore and fulfill their vision of personal success and significance. She uses her talents at exploring and analyzing complex situations to “create comfort and confidence in the financial decisions people make along the journey of life.”

Russ specializes in financial planning for people who have stepped (or run, or flown) outside the usual models of corporate and family life. Russ is himself a former entrepreneur who has chosen a committed but unmarried relationship. That’s how he initially became focused on the complexities of planning for individuals, couples and families who aren’t heterosexual married people with children —who actually form the majority of US households today.

Warm and empathetic, Bill has an engaging way of breaking down complex issues and subjects for his clients. His particular area of specialty is ensuring a reliable cash flow during retirement. “Most people were taught to save for retirement, but when they leave the workplace, they don’t know how to create that monthly paycheck from what they have accumulated. I enjoy planning for cash flow in retirement.” Bill has always felt a call to financial services, obtaining his Bachelor’s in Finance with an emphasis on Portfolio Management from LaSalle University. He spent several years in client service and consulting positions at The Vanguard Group, Merrill Lynch, and TD Waterhouse before joining Marshall Financial Group.

Kenny’s area of focus is financial planning for corporate executives, especially those in transition. Since joining Marshall in 1997, he has worked with C-suite clients from many companies in the pharmaceutical and biotech industries. “The biggest asset most executives have is their future earnings potential. Helping them to manage that has a much larger impact on long-term wealth than any investment program,” says Kenny. “But what clients tell me is even more valuable are the times we put away the spreadsheets and sort through what makes the most sense for them and their families—decisions not always made in terms of dollars.”

Dave’s calm, methodical and logical approach to some of the most volatile issues in financial planning may have roots in his early education in Mechanical Engineering and his experiences as a sales engineer for the Torrington Company, part of Ingersoll-Rand. Dave has acquired multiple certifications. As a College Planning Specialist, he helps families reduce the costs associated with educating their children. “It’s usually the largest expense families face after buying their house,” Dave notes. “Planning ahead can save families thousands of dollars of the cost of educating their children.”

Clients regularly comment on Don’s warm and welcoming approach to planning. Perhaps unexpected in a CIO, his rich background includes study at a seminary and time as a teacher of Theology and Ethics. Later, Don earned a Masters degree in Business and Finance from Drexel University, becoming first a Computer Systems Analyst and later a Financial Planning Analyst in the Strategic Planning Department of CIGNA’s Property Casualty Group.

Jim’s clients are smart, ambitious and tech-savvy. “They already know how to get financial information,” he says. “But they’re bombarded with so much information, it can be really confusing to know what’s best for their specific situation.” Jim acts as a colleague, a teammate, a resource - someone who can simplify and boil down the options to what applies specifically to each client’s situation. He helps clients see and manage all the elements of their financial life in one place, so they can quickly see the big picture, and map and track progress.

"People work so hard for their money that it often comes as a surprise that the money can also work for them," says Adam, who spent time at Morgan Stanley and Emerald Asset Management before joining Marshall. Adam was always interested in investing, opening his own first account at the age of 18. "I quickly realized that it's the management of risks, not the management of returns, that is essential to profiting from the investment process," he says. Marshall’s clients have benefited greatly from his logical, long-term investment approach.

“Some clients start a business with a focus only on how much profit they might make. It doesn’t take them long to understand it’s the cash flow that should concern them the most,” says Dan. He works with many Marshall clients who own their own businesses, offering guidance on their unique concerns relative to managing and growing a company. A guiding influence at Marshall Financial Group since 1995, Dan is a Certified Public Accountant (CPA) and Certified Management Accountant (CMA) in addition to holding his CFP® certification.

“There is nothing as rewarding,” says founder Bill Marshall, “as having someone say to me, ‘We are able to retire in comfort, and we would not have been able to do it without you.’” It’s an experience he has enjoyed over and over, as clients he started serving in the 1980s have stepped down from their corporate roles to enjoy travel and time with family, without financial cares or burdens. Bill began providing wealth management services in 1968. He was among those who advocated for the development of a Certified Financial Planner™ (CFP®) certification, and was one of the first 100 in the country to achieve it. Marshall Financial Group, founded in 1981, is one of the pioneer financial planning companies in the United States.

Jeanne built her career on a favorite Winston Churchill quote: “Let our advance worrying become our advance thinking and planning.” Dozens of comfortably-retired Marshall clients owe their peace of mind to Jeanne’s effective planning. Jeanne combines her interests in business, finance, and teaching to help clients find the financial confidence that allows them to live the lives they dream of. A ready sense of humor prompted her to co-author Quips & Tips—The Wit & Wisdom of Financial Planning.

Support Team
Executive team

“I’m not in the rate-of-return business. I’m in the business of building net worth,” says George, Investment Analyst for Marshall Financial Group. He performs mutual fund due diligence, “looking under the hood at the details of various investments,” and constantly monitors client funds to ensure they are performing to expectation given market conditions. George is also exceptionally talented at distilling data into simple concepts and strategies so that clients can understand exactly what is going on with their money. George holds an MBA in Finance, and worked for Liberty Ridge Capital and United Asset Management before joining Marshall Financial Group.

Clients regularly comment on Don’s warm and welcoming approach to planning. Perhaps unexpected in a CIO, his rich background includes study at a seminary and time as a teacher of Theology and Ethics. Later, Don earned a Masters degree in Business and Finance from Drexel University, becoming first a Computer Systems Analyst and later a Financial Planning Analyst in the Strategic Planning Department of CIGNA’s Property Casualty Group.

“Some clients start a business with a focus only on how much profit they might make. It doesn’t take them long to understand it’s the cash flow that should concern them the most,” says Dan. He works with many Marshall clients who own their own businesses, offering guidance on their unique concerns relative to managing and growing a company. A guiding influence at Marshall Financial Group since 1995, Dan is a Certified Public Accountant (CPA) and Certified Management Accountant (CMA) in addition to holding his CFP® certification.

Jeanne built her career on a favorite Winston Churchill quote: “Let our advance worrying become our advance thinking and planning.” Dozens of comfortably-retired Marshall clients owe their peace of mind to Jeanne’s effective planning. Jeanne combines her interests in business, finance, and teaching to help clients find the financial confidence that allows them to live the lives they dream of. A ready sense of humor prompted her to co-author Quips & Tips—The Wit & Wisdom of Financial Planning.

“There is nothing as rewarding,” says founder Bill Marshall, “as having someone say to me, ‘We are able to retire in comfort, and we would not have been able to do it without you.’” It’s an experience he has enjoyed over and over, as clients he started serving in the 1980s have stepped down from their corporate roles to enjoy travel and time with family, without financial cares or burdens. Bill began providing wealth management services in 1968. He was among those who advocated for the development of a Certified Financial Planner™ (CFP®) certification, and was one of the first 100 in the country to achieve it. Marshall Financial Group, founded in 1981, is one of the pioneer financial planning companies in the United States.