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...

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

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...