Get to know:
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.
As a paraplanner, she specifically enjoys assisting clients with cash flow needs and helping them understand their financial lives in transparent, uncomplicated terms.
Julie lives with her husband Joe in Perkasie. She loves reading, spoiling her six grandchildren, and traveling with Joe to tropical destinations.
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