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.

Chief Investment Officer & Chief Operating Officer

“People work so hard for their money that it often comes as a surprise that the money can also work for them,” says…

Wealth Advisor

Allison is especially interested in helping women who may have been daunted, overwhelmed, or even bored by numbers…

Chief Administrative Officer & Client Care Specialist

Christine’s favorite part of working at Marshall Financial Group is building relationships with her clients and colleagues…

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

Dave’s calm, methodical and logical approach to some of the most volatile issues in financial planning may have roots…

Operations Specialist & Compliance Associate

Dee prides herself on providing the highest level of support to clients and assisting her colleagues in any way possible…

Marketing Coordinator & Client Care Specialist

Devon enjoys helping clients and colleagues keep up with the ever-changing technology used in the office…

Client Care Specialist

Dina enjoys helping clients implement their plans. She listens to understand their needs, then helps to put things…

Senior Wealth Advisor & Chief Investment Officer Emeritus

Clients regularly comment on Don’s warm and welcoming approach to planning. Perhaps unexpected in a CIO, his…

Chief Investment Strategist

“I’m not in the rate-of-return business. I’m in the business of building net worth,” says George, Investment Analyst…

Senior Wealth Advisor

Jim’s clients are extremely smart and accomplished people. “They already know how to get financial information,”…

Client Care Specialist & Company Ambassador

Chances are if you’re a client of Marshall Financial Group, you’ve spoken with Julie. She is the first person to speak…

Wealth Advisor

Nick’s empathetic approach allows him to put himself in his clients’ shoes and cultivate a welcoming…

President & Senior Wealth Advisor

As a financial planning professional, Paula is passionate about helping her clients thrive. She sees her role as coach…

Chief Planning Officer & Senior Wealth Advisor

Russ specializes in financial planning for people who have stepped (or run, or flown) outside the usual models…

Chief Investment Officer & Chief Operating Officer

“People work so hard for their money that it often comes as a surprise that the money can also work for them,” says…

Wealth Advisor

Allison is especially interested in helping women who may have been daunted, overwhelmed, or even bored by numbers…

Senior Wealth Advisor

Dave’s calm, methodical and logical approach to some of the most volatile issues in financial planning may have roots…

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

Clients regularly comment on Don’s warm and welcoming approach to planning. Perhaps unexpected in a CIO, his…

Jim McGowan, CFP®

Senior Wealth Advisor

Jim’s clients are extremely smart and accomplished people. “They already know how to get financial information,”…

Wealth Advisor

Nick’s empathetic approach allows him to put himself in his clients’ shoes and cultivate a welcoming…

President & Senior Wealth Advisor

As a financial planning professional, Paula is passionate about helping her clients thrive. She sees her role as coach…

Chief Planning Officer & Senior Wealth Advisor

Russ specializes in financial planning for people who have stepped (or run, or flown) outside the usual models…

Chief Administrative Officer & Client Care Specialist

Christine’s favorite part of working at Marshall Financial Group is building relationships with her clients and colleagues…

Operations Specialist & Compliance Associate

Dee prides herself on providing the highest level of support to clients and assisting her colleagues in any way possible…

Marketing Coordinator & Client Care Specialist

Devon enjoys helping clients and colleagues keep up with the ever-changing technology used in the office…

Client Care Specialist

Dina enjoys helping clients implement their plans. She listens to understand their needs, then helps to put things…

Client Care Specialist & Company Ambassador

Chances are if you’re a client of Marshall Financial Group, you’ve spoken with Julie. She is the first person to speak…

Chief Investment Officer & Chief Operating Officer

“People work so hard for their money that it often comes as a surprise that the money can also work for them,” says…

Senior Wealth Advisor & Chief Investment Officer Emeritus

Clients regularly comment on Don’s warm and welcoming approach to planning. Perhaps unexpected in a CIO, his…

Chief Investment Strategist

“I’m not in the rate-of-return business. I’m in the business of building net worth,” says George, Investment Analyst…

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:
  • CERTIFIED FINANCIAL PLANNER™ 
  • Financial Paraplanner Qualified Professional™ 
  • Chartered Financial Analyst (CFA)
  • Certified Public Accountant (CPA)
  • Certified Divorce Financial Analyst® 
  • 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.

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: