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:
  • 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: