Chief Investment Officer & Chief Operating Officer
“If you have the right anchor and a strong set of values, you can always stay pointed in the right direction, even at difficult times.”
Wealth Advisor
“Thorough financial planning involves building relationships and gaining a deeper understanding of clients’ lives to help them strive toward their goals, which I believe is incredibly rewarding.”
Chief Administrative Officer & Client Care Specialist
“One of the most important things to me is helping people and their families. Wealth management isn’t just about their money; it’s about their lives.”
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…
Operations Specialist & Compliance Associate
“When clients need to move quickly on a financial decision or a change, they appreciate that I get things done efficiently.”
Marketing Associate
“I’ve always been able to connect with people – to really listen and empathize. That drew me to a role where I can forge strong relationships with clients.”
Client Care Specialist
“I love seeing clients achieve their goals and watching the results come together right along with them.”
Senior Wealth Advisor & Chief Investment Officer Emeritus
“I follow a philosophy that our founder, Bill Marshall, instilled in me: Do what’s best for the client, and everything else will fall into place.”
Associate Wealth Advisor
“One of my goals is to remove the unknowns, so my clients feel more comfortable about their financial future, spend less time on finances, and devote more time to their careers and family.”
Chief Investment Strategist
“The greatest value I offer our clients is my perspective: They can trust that I’m always looking at things from their point of view.”
Senior Wealth Advisor
“Financial planning is about much more than managing money. It’s about helping clients use their financial resources to live the life they desire.”
Senior Wealth Advisor & Vice President of Retirement Plan Services
“After working hard and saving, when do you have the confidence to start spending your money? I enjoy helping clients make that decision.”
Client Care Specialist
“I was drawn to Marshall Financial by the culture: It’s very positive, personable, and family friendly.”
Wealth Advisor
“I’ve always had a growth mindset about my own life, and I take the same approach in working with my clients to help them realize their highest potential.”
Project Associate
“I’m fortunate to be able to work with a team of not only experienced and qualified professionals, but genuinely good people.”
Senior Wealth Advisor
“I try to put myself in our client’s shoes and understand what’s important to them. For me, it’s about listening first.”
Client Care Specialist
“Our clients are genuinely great people. It’s heartwarming to see the hard work they put in alongside their wealth management team to work towards their goals.”
President & Senior Wealth Advisor
“As one of my mentors advised, everyone needs someone to talk to about life and money. I like to give people a space to talk about what they value and what they want to accomplish in life.”
Chief Planning Officer & Senior Wealth Advisor
“I see our clients and their families as an extension of myself. So it’s important to me that I always do the best I can for them.”
Director of Investment Research
“The principles that guide my work are having a good moral compass and strong ethics behind everything I do. That is definitely a top priority.”
Office Coordinator
“I’ve always had a deep interest in people and getting to know their stories. That’s why I’m eager to be a welcoming presence to Marshall clients.”
Chief Investment Officer & Chief Operating Officer
“If you have the right anchor and a strong set of values, you can always stay pointed in the right direction, even at difficult times.”
Wealth Advisor
“Thorough financial planning involves building relationships and gaining a deeper understanding of clients’ lives to help them strive toward their goals, which I believe is incredibly rewarding.”
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
“I follow a philosophy that our founder, Bill Marshall, instilled in me: Do what’s best for the client, and everything else will fall into place.”
Associate Wealth Advisor
“One of my goals is to remove the unknowns, so my clients feel more comfortable about their financial future, spend less time on finances, and devote more time to their careers and family.”
Senior Wealth Advisor
“Financial planning is about much more than managing money. It’s about helping clients use their financial resources to live the life they desire.”
Wealth Advisor
“I’ve always had a growth mindset about my own life, and I take the same approach in working with my clients to help them realize their highest potential.”
Senior Wealth Advisor
“I try to put myself in our client’s shoes and understand what’s important to them. For me, it’s about listening first.”
Chief Planning Officer & Senior Wealth Advisor
“I see our clients and their families as an extension of myself. So it’s important to me that I always do the best I can for them.”
President & Senior Wealth Advisor
“As one of my mentors advised, everyone needs someone to talk to about life and money. I like to give people a space to talk about what they value and what they want to accomplish in life.”
Chief Administrative Officer & Client Care Specialist
“One of the most important things to me is helping people and their families. Wealth management isn’t just about their money; it’s about their lives.”
Operations Specialist & Compliance Associate
“When clients need to move quickly on a financial decision or a change, they appreciate that I get things done efficiently.”
Marketing Associate
“I’ve always been able to connect with people – to really listen and empathize. That drew me to a role where I can forge strong relationships with clients.”
Client Care Specialist
“I love seeing clients achieve their goals and watching the results come together right along with them.”
Client Care Specialist
“I was drawn to Marshall Financial by the culture: It’s very positive, personable, and family friendly.”
Project Associate
“I’m fortunate to be able to work with a team of not only experienced and qualified professionals, but genuinely good people.”
Client Care Specialist
“Our clients are genuinely great people. It’s heartwarming to see the hard work they put in alongside their wealth management team to work towards their goals.”
Office Coordinator
“I’ve always had a deep interest in people and getting to know their stories. That’s why I’m eager to be a welcoming presence to Marshall clients.”
Chief Investment Officer & Chief Operating Officer
“If you have the right anchor and a strong set of values, you can always stay pointed in the right direction, even at difficult times.”
Senior Wealth Advisor & Chief Investment Officer Emeritus
“I follow a philosophy that our founder, Bill Marshall, instilled in me: Do what’s best for the client, and everything else will fall into place.”
Chief Investment Strategist
“The greatest value I offer our clients is my perspective: They can trust that I’m always looking at things from their point of view.”
Director of Investment Research
“The principles that guide my work are having a good moral compass and strong ethics behind everything I do. That is definitely a top priority.”
Your Team
- CERTIFIED FINANCIAL PLANNER™
- Financial Paraplanner Qualified Professional™
- Chartered Financial Analyst (CFA)
- Certified Public Accountant (CPA)
- 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.
