Personal Info
After 15 years working for Mutual Funds and 401(k) Plan providers, Marshall joined our team. This background gives him a unique understanding of the financial products available to individuals and businesses. He works with his clients to create personalized investment strategies that help maximize wealth and protection while minimizing risk. Marshall’s goal is to assist clients in simplifying their financial matters, allowing them to focus on living life to the fullest.
Marshall enjoys spending as much time outside hiking, sailing, and snowboarding in his free time. He resides in Hamilton, MA, with his wife Tara, daughter Carmen, and son Marshall.
Registered Representative and Financial Advisor of Park Avenue Securities. CA Insurance License #0M78221; FL Insurance License #W542903.