Chief Investment Officer & Chief Operating Officer
“If you have the right anchor and a strong set of values, you can always stay pointed in the right direction, even at difficult times.”
Wealth Advisor
Chief Administrative Officer & Client Care Specialist
“One of the most important things to me is helping people and their families. Wealth management isn’t just about their money; it’s about their lives.”
Chief Financial Officer & Chief Compliance Officer
“Some clients start a business with a focus only on how much profit they might make. It doesn’t take them long…
Marketing Associate
“I’ve always been able to connect with people – to really listen and empathize. That drew me to a role where I can forge strong relationships with clients.”
Client Care Specialist
“I love seeing clients achieve their goals and watching the results come together right along with them.”
Senior Wealth Advisor & Chief Investment Officer Emeritus
“I follow a philosophy that our founder, Bill Marshall, instilled in me: Do what’s best for the client, and everything else will fall into place.”
Associate Wealth Advisor
“I’ve always been curious about what drives people – their goals, their decisions, their values. Financial planning is a great way to help people connect those things into a plan that supports their future.”
Wealth Advisor
“One of my goals is to remove the unknowns, so my clients feel more comfortable about their financial future, spend less time on finances, and devote more time to their careers and family.”
Senior Wealth Advisor
“Financial planning is about much more than managing money. It’s about helping clients use their financial resources to live the life they desire.”
Client Care Specialist
“I was drawn to Marshall Financial by the culture: It’s very positive, personable, and family friendly.”
Wealth Advisor
“I’ve always had a growth mindset about my own life, and I take the same approach in working with my clients to help them realize their highest potential.”
Project Associate
“I’m fortunate to be able to work with a team of not only experienced and qualified professionals, but genuinely good people.”
Senior Wealth Advisor
“I try to put myself in our client’s shoes and understand what’s important to them. For me, it’s about listening first.”
Client Care Specialist
“Our clients are genuinely great people. It’s heartwarming to see the hard work they put in alongside their wealth management team to work towards their goals.”
President & Senior Wealth Advisor
“As one of my mentors advised, everyone needs someone to talk to about life and money. I like to give people a space to talk about what they value and what they want to accomplish in life.”
Chief Planning Officer & Senior Wealth Advisor
“I see our clients and their families as an extension of myself. So it’s important to me that I always do the best I can for them.”
Director of Investment Research
“The principles that guide my work are having a good moral compass and strong ethics behind everything I do. That is definitely a top priority.”
Operations Associate
“I’ve always had a deep interest in people and getting to know their stories. That’s why I’m eager to be a welcoming presence to Marshall clients.”
Chief Investment Officer & Chief Operating Officer
“If you have the right anchor and a strong set of values, you can always stay pointed in the right direction, even at difficult times.”
Wealth Advisor
Chief Financial Officer & Chief Compliance Officer
“Some clients start a business with a focus only on how much profit they might make. It doesn’t take them long…
Senior Wealth Advisor & Chief Investment Officer Emeritus
“I follow a philosophy that our founder, Bill Marshall, instilled in me: Do what’s best for the client, and everything else will fall into place.”
Associate Wealth Advisor
“I’ve always been curious about what drives people – their goals, their decisions, their values. Financial planning is a great way to help people connect those things into a plan that supports their future.”
Wealth Advisor
“One of my goals is to remove the unknowns, so my clients feel more comfortable about their financial future, spend less time on finances, and devote more time to their careers and family.”
Senior Wealth Advisor
“Financial planning is about much more than managing money. It’s about helping clients use their financial resources to live the life they desire.”
Wealth Advisor
“I’ve always had a growth mindset about my own life, and I take the same approach in working with my clients to help them realize their highest potential.”
Senior Wealth Advisor
“I try to put myself in our client’s shoes and understand what’s important to them. For me, it’s about listening first.”
Chief Planning Officer & Senior Wealth Advisor
“I see our clients and their families as an extension of myself. So it’s important to me that I always do the best I can for them.”
President & Senior Wealth Advisor
“As one of my mentors advised, everyone needs someone to talk to about life and money. I like to give people a space to talk about what they value and what they want to accomplish in life.”
Chief Administrative Officer & Client Care Specialist
“One of the most important things to me is helping people and their families. Wealth management isn’t just about their money; it’s about their lives.”
Marketing Associate
“I’ve always been able to connect with people – to really listen and empathize. That drew me to a role where I can forge strong relationships with clients.”
Client Care Specialist
“I love seeing clients achieve their goals and watching the results come together right along with them.”
Client Care Specialist
“I was drawn to Marshall Financial by the culture: It’s very positive, personable, and family friendly.”
Project Associate
“I’m fortunate to be able to work with a team of not only experienced and qualified professionals, but genuinely good people.”
Client Care Specialist
“Our clients are genuinely great people. It’s heartwarming to see the hard work they put in alongside their wealth management team to work towards their goals.”
Operations Associate
“I’ve always had a deep interest in people and getting to know their stories. That’s why I’m eager to be a welcoming presence to Marshall clients.”
Chief Investment Officer & Chief Operating Officer
“If you have the right anchor and a strong set of values, you can always stay pointed in the right direction, even at difficult times.”
Senior Wealth Advisor & Chief Investment Officer Emeritus
“I follow a philosophy that our founder, Bill Marshall, instilled in me: Do what’s best for the client, and everything else will fall into place.”
Director of Investment Research
“The principles that guide my work are having a good moral compass and strong ethics behind everything I do. That is definitely a top priority.”
Your Team
- CERTIFIED FINANCIAL PLANNER®
- 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.
