Your Team

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....

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...

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...

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...

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...

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...