Broker Check

Your Team

Brad Marshall, AIF®, CDFA®

Founder, Wealth Advisor

408-395-1510

[email protected]

The good news is that Brad has been seeking to positively impact his client’s success for almost twenty years. The great news is that he’s just getting started. Originally from San Jose, Brad graduated from UC Berkeley....

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Craig Brooks, CFP®

Wealth Advisor

408-395-1510

[email protected]

With 14 years’ experience as a CERITIFED FINANCIAL PLANNER™, Craig has assisted his clients through a myriad of financial investment strategies. By listening to their life story and discovering their future plans, Craig...

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Deanna Dominguez

Director of Business Development

408-395-1510

[email protected]

As the Director of Business Development, Deanna upholds the mission and values that Marshall Wealth Management proudly celebrates. Through multiple marketing arenas, she maintains communication and education of current market and...

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Adam Roberts

Client Services Associate

408-395-1510

[email protected]

As a Client Services Associate, Adam holds an integral place at Marshall Wealth Management Group. Adam works the front line helping to gather and organize your financial information, creating a simple financial planning and investment...

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Jeremy Olen, CFA®

Managing Partner, Financial Services Network

As an owner and Managing Partner of The Financial Services Network and Chief Investment Officer of Strategic Wealth Advisors Group, LLC (SWAG), Jeremy is responsible for supporting all Network advisors in how to best leverage...

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Jeff Schnoebelen

Vice President, Financial Services Network

In his role as Vice President of Portfolio Consulting at The Financial Services Network, Jeff contributes to the design of optimal portfolios for clients in addition to managing the Portfolio Consulting Team. Jeff joined The Network...
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