Pete founded Marshall Financial Group in 2005 after serving as a financial advisor and agency director at MetLife. He has established a set of guiding principles at Marshall Financial that begins with the value of creating personal relationships with the firm’s clients. This philosophy transforms clients into lifelong partners, working together with advisors to achieve specific financial goals and realize lifelong dreams. Pete’s expertise in the wealth and investment management area allows him to guide his clients through life stages and events, from starting a family and saving for their children’s education all the way through to retirement. Pete successfully leads the overall strategic direction of the firm, guiding the team and managing strategic acquisitions of other financial practices each year.
Pete holds a B.A. degree in business from Western Maryland College (now McDaniel). He is a registered principal and a registered representative with Securities Service Network and is also an investment advisor representative.
Outside of the office, Pete enjoys spending time with his family and friends, especially at the beach, hiking, and cheering on the Baltimore Ravens. He is an active member of his church and currently serves as a member on the finance team. Pete and his wife are enjoying life with their two young children and two dogs.