Meet Your Team of Financial Professionals

Wealth Management is an extremely personal – and important – process. That is why we choose people for our team very carefully. While we always seek highly experienced professionals, we also look for great people, who are ready to listen without judgement and create plans that will meet your needs. It’s no wonder that many of our clients have been with us for over 10 years.

Your Team

As a Marshall client, you won’t just have an advisor, you’ll have a team. Our firm’s expertise consists of a variety of professional certifications, advanced degrees, and specialized education:
  • Financial Paraplanner Qualified Professional™ 
  • Chartered Financial Analyst (CFA)
  • Certified Public Accountant (CPA)
  • MBA

Not only will you have your own personal team, you’ll also have access to the expertise of the firm to support you on your journey.

Ready to meet with a CFP® professional?​

Partner Organizations

To best serve our clients, we are constantly continuing our education and keeping up with industry guidelines and ethics through these partner organizations:

We’ve built Marshall to be a home for realizing your financial future. No matter what life brings, our advisors will be with you to provide the advice you need to stay on track to see your aspirations become reality.