Marshall is an experienced investment advisor and business executive. He has been a student of the markets for many years and is passionate about helping people achieve their investment goals. Through time, experience and study of the investment “greats”, he's developed an investment strategy that's based on sound business practices and investment principles.
Marshall is a Registered Investment Advisor, Dave Ramsey SmartVestor Pro, and author of two books, Future Freedom—The Reason Why You Must Have a Financial Plan and Business Owner's Complete Guide to Taking Good Care of Your Retirement Plan. He holds a degree in Engineering Physics from Santa Clara University, a California Insurance License, and License series: 63 and 66.
Marshall is also a musician and enjoys serving his community and spending time with his family. He and his wife Carolyn raised four boys in Northern California.