Meet the people of Marshall Financial
Financial planning at Marshall is personal. Tailored to you. It’s an ongoing relationship with people who listen carefully in order to truly understand your priorities in life. And, uniquely among financial planning firms, everyone here is also an owner: Marshall Financial Group is employee-owned. In every sense of the word, we’re invested in the success of our clients.
• Fee-only; no 3rd party commissions
• Complete client access and transparency
• Each client’s team typically includes:
– 2 CFP® planners
– 1 Registered Paraplanner (FPQP®)
Find out more about financial planning with Marshall
Financial Advisors
Jim’s clients are extremely smart and accomplished people. “They already know how to get financial information,” he says “but their time is at a premium, and they recognize the value of professional advice specific to their situation.” Read more
Allison is especially interested in helping women who may have been daunted, overwhelmed, or even bored by numbers and finances to instead enjoy the planning process and feel empowered and engaged. “It’s too important—and too much fun, when it’s done right,” she says. “I want everyone—women included—to feel comfortable with their financial lives.” Read more
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. Read more
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. Read more
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 people who have stepped outside the usual models of corporate and family life. Read more
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. Read more
“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. Read more
“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. Read more
Investment Team
“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. Read more
“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. Read more
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. Read more
Support Team
Christine’s favorite part of working at Marshall Financial Group is building relationships with her clients and colleagues. Problem solving is an integral part of her role and she is always up for a challenge. Read more
Dee prides herself on providing the highest level of support to clients and assisting her colleagues in any way possible. She enjoys and excels at working through tasks that require extreme attention to detail. Read more
Dina enjoys helping clients implement their plans. She listens to understand their needs, then helps to put things into motion. Dina also provides administrative support in the office and is one of the friendly voices you may hear when you call. Read more
Chances are if you’re a client of Marshall Financial Group, you’ve spoken with Julie. She is the first person to speak with those looking to become clients and introduces them to the Marshall Financial Group client experience. Read more
Devon enjoys helping clients and colleagues keep up with the ever-changing technology used in the office. Additionally, her creative talents as a graphic designer and skills as a social media manager are integral to managing our website and communications. Read more
Katelyn prides herself on being the first impression of Marshall Financial Group and is always happy to assist clients and colleagues. Katelyn is new to the financial planning profession and is excited to develop her expertise in the field. Read more
Leadership Team
“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. Read more
“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. Read more
“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. Read more
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 people who have stepped outside the usual models of corporate and family life. Read more