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....

Robert provides guidance to individuals, families, and businesses. The dedication to his clients comes through in every interaction. Expect holistic, personalized advice...

Don is a born and raised San Josean with family ties to the East Coast. He started his career as a Financial Advisor in 1992 and has worked at some of the largest asset management firms in the industry...

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...