Broker Check

Your Team

Brad Marshall, AIF®, CDFA®

Founder, Wealth Advisor

408-395-1510

info@marshallwmg.com

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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Robert Claros

Wealth Advisor

626-289-8974

info@marshallwmg.com

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

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Deanna Dominguez

Director of Business Development

408-395-1510

info@marshallwmg.com

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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Chris Joyner

Project Manager

408-395-1510

info@marshallwmg.com

Chris has been a veteran of the industry for over thirty-five years and was previously a registered Financial Advisor. He has additional experience as a Regional Manager and Product Specialist for firms such as Merrill Lynch, The...

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Madai Webb

Client Services Associate

408-395-1510

connect@marshallwmg.com

In her role as Administrative Associate, Madai provides support to our team and specializes in assisting our advisors with all aspects of professional services to our clients. She brings a focused discipline and a keen eye to her work.

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Strategic Partners

Jeremy Olen, CFA ®

Managing Partner & Chief Investment Officer @ The Financial Services Network

As an owner and Managing Partner of The Financial Services Network and Chief Investment Officer for the Portfolio Consulting Team, Jeremy is responsible for supporting Marshall Wealth Management Group in how to best leverage investment...

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