“When clients need to move quickly on a financial decision or a change, they appreciate that I get things done efficiently.”
Dee’s Role at Marshall Financial
If a client wants to make an investment trade or transfer money between accounts, or one of our Wealth Advisors recommends a change to a client’s portfolio, Dee is the person who makes it happen. Dee is our liaison with Schwab, handling the paperwork and other details needed to set account changes in motion. It’s a perfect role for someone who’s valued for her attention to detail and efficiency.
While much of Dee’s work happens behind the scenes, she loves talking with clients and helping them with a question or request. “I’ve processed paperwork for every one of our clients,” she says. “If I need to jump in on a call, they appreciate that I already know a lot about them.”
Dee joined Marshall as a paraplanner after an 11-year career in banking. In addition to her operations role, she supports Chief Compliance Officer Dan Cairns, helping ensure our staff adheres to the policies and procedures designed to safeguard our clients’ information.
Get to Know Dee
Professional development is a priority for Dee, who’s continually taken on increasing responsibility, accepted new challenges, and advanced her knowledge of financial services. She’s currently enrolled in the Investment Adviser Certified Compliance Professional Program (IACCP), to improve and certify her knowledge of the regulatory requirements investment advisors need to adhere to.
Giving back to the community is equally important to Dee. She volunteers as a meal server at the re:VIVALS Outreach Center, a faith-based community center in Perkasie that provides counseling and nutritious food to those in need. “I find it so rewarding just to be able to help with the meals,” she says, noting that some nights the group serves up to 200 people.
Experience
With Marshall since 2001
In financial services since 1990
Adam Reinert CFA, CFP®
Chief Investment Officer & COO
Alexander Pimental
Associate Wealth Advisor
Daniel Cairns CFP®, CPA, CMA
Chief Financial Officer & Chief Compliance Officer
Donald Scholz CFP®, MBA
Senior Wealth Advisor & CIO Emeritus
Elizabeth O’Malley
Associate Wealth Advisor
Jeffrey (JP) Dowds CFP®, CPA
Wealth Advisor
Jim McGowan CFP®
Senior Wealth Advisor & Director Strategic Partnerships
Matthew McGraw, CFP®
Wealth Advisor
Nicholas Pileggi CFP®
Senior Wealth Advisor
Paula Nangle CFP®
President & Senior Wealth Advisor
Russ Weiss CFP®
Chief Planning Officer & Senior Wealth Advisor
Christine English FPQP™
Chief Administrative Officer & Client Care Specialist
Dee Evans FPQP™
Operations Specialist & Compliance Associate
Devon Radkins FPQP™
Marketing Associate
Dina Mele FPQP™
Client Care Specialist
Lisa Chamberlin, FPQP™
Client Care Specialist
Julie Picariello FPQP™
Client Care Specialist & Company Ambassador
Teri Windisch
Office Coordinator
Adam Reinert CFA, CFP®
Chief Investment Officer & COO
Donald Scholz CFP®, MBA
Senior Wealth Advisor & CIO Emeritus