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 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...

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...

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.