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.
“People work so hard for their money that it often comes as a surprise that the money can also work for them,” says…
Allison is especially interested in helping women who may have been daunted, overwhelmed, or even bored by numbers…
Christine’s favorite part of working at Marshall Financial Group is building relationships with her clients and colleagues…
“Some clients start a business with a focus only on how much profit they might make. It doesn’t take them long…
Dave’s calm, methodical and logical approach to some of the most volatile issues in financial planning may have roots…
Dee prides herself on providing the highest level of support to clients and assisting her colleagues in any way possible…
Devon enjoys helping clients and colleagues keep up with the ever-changing technology used in the office…
Dina enjoys helping clients implement their plans. She listens to understand their needs, then helps to put things…
Clients regularly comment on Don’s warm and welcoming approach to planning. Perhaps unexpected in a CIO, his…
“I’m not in the rate-of-return business. I’m in the business of building net worth,” says George, Investment Analyst…
Jim’s clients are extremely smart and accomplished people. “They already know how to get financial information,”…
Chances are if you’re a client of Marshall Financial Group, you’ve spoken with Julie. She is the first person to speak…
Nick’s empathetic approach allows him to put himself in his clients’ shoes and cultivate a welcoming…
As a financial planning professional, Paula is passionate about helping her clients thrive. She sees her role as coach…
Russ specializes in financial planning for people who have stepped (or run, or flown) outside the usual models…
“People work so hard for their money that it often comes as a surprise that the money can also work for them,” says…
Allison is especially interested in helping women who may have been daunted, overwhelmed, or even bored by numbers…
Dave’s calm, methodical and logical approach to some of the most volatile issues in financial planning may have roots…
“Some clients start a business with a focus only on how much profit they might make. It doesn’t take them long…
Clients regularly comment on Don’s warm and welcoming approach to planning. Perhaps unexpected in a CIO, his…
Nick’s empathetic approach allows him to put himself in his clients’ shoes and cultivate a welcoming…
As a financial planning professional, Paula is passionate about helping her clients thrive. She sees her role as coach…
Russ specializes in financial planning for people who have stepped (or run, or flown) outside the usual models…
Christine’s favorite part of working at Marshall Financial Group is building relationships with her clients and colleagues…
Dee prides herself on providing the highest level of support to clients and assisting her colleagues in any way possible…
Devon enjoys helping clients and colleagues keep up with the ever-changing technology used in the office…
Dina enjoys helping clients implement their plans. She listens to understand their needs, then helps to put things…
Chances are if you’re a client of Marshall Financial Group, you’ve spoken with Julie. She is the first person to speak…
“People work so hard for their money that it often comes as a surprise that the money can also work for them,” says…
Clients regularly comment on Don’s warm and welcoming approach to planning. Perhaps unexpected in a CIO, his…
“I’m not in the rate-of-return business. I’m in the business of building net worth,” says George, Investment Analyst…
To best serve our clients, we are constantly continuing our education and keeping up with industry guidelines and ethics through these partner organizations:
