Five Socially Distant Fall Fun Activities
The fall season might look a little different this year for you and your family,
Education
In Financial Services since: 2017
With Marshall since: 2017
Get to know:
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.
Devon joined Marshall Financial Group in 2017 as receptionist and quickly earned her paraplanner designation. She enjoys working on financial planning reports and assisting clients and colleagues with challenging projects.
A Doylestown-native, Devon currently lives in Chalfont with her husband Joe and their son Grant. Her favorite vacation spot is Disney World and she can often be found in Orlando on a holiday weekend. At home, she loves baking and seeing the latest movies with Joe.
The fall season might look a little different this year for you and your family,
While we’re all familiar with the ways the COVID-19 shutdown has been a necessary inconvenience,
For this quarter, we’re spotlighting Client Care Specialist, Julie Picariello, who just recently celebrated 25
With schools closed, sporting events cancelled, and restaurants limited to takeout-only, social distancing means being
This quarter, we’re spotlighting CIO Emeritus Don Scholz who will be celebrating 25 years with
Update 3/26/2020: Due to the COVID-19 outbreak, the difficult decision was made to cancel the
Adam Reinert CFA, CFP®
Chief Investment Officer & COO
Allison Masoero CFP®
Wealth Advisor
Daniel Cairns CFP®, CPA, CMA
Chief Financial Officer & Chief Compliance Officer
David Emery, CPF®, CDFA®
Senior Wealth Advisor
Donald Scholz CFP®, MBA
Senior Wealth Advisor & CIO Emeritus
Jim McGowan CFP®
Senior Wealth Advisor
Nicholas Pileggi CFP®
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 Erenius FPQP™
Operations Specialist & Compliance Associate
Devon Radkins FPQP™
Marketing Coordinator & Client Care Specialist
Dina Mele FPQP™
Client Care Specialist
Julie Picariello FPQP™
Client Care Specialist & Company Ambassador
Adam Reinert CFA, CFP®
Chief Investment Officer & COO
