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Meet Our Team

We believe collaboration and teamwork create a positive, meaningful work environment.

While our team works to be a constant source of guidance our clients can trust, we also work to create a culture within Marshall Financial Group based on honesty, integrity, and teamwork. We support our team so that they can serve all of our clients exceptionally. The values that help our clients feel confident about achieving their financial and personal goals – unfaltering ethical standards, straightforward communication, and orderly processes – are also the values that create a motivating and supportive team culture. 

Meet Our Advisors


Pete Marshall

Pete Marshall

President, Senior Financial Advisor

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410-563-1077

Sheryl Parks

Sheryl Parks, MSF, CFP®, CDFA®

Director of Financial Planning, Senior Financial Advisor

410-563-1190 x102

410-563-1077

Anthony Pugliese

Anthony Pugliese

Director of Investment Management, Senior Financial Advisor

410-563-1190 x105

410-563-1077

Brad Clough

Brad Clough

Financial Advisor, Investment Management Analyst

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410-563-1077

Meet Our Client Service & Operations Team


Lindy Marshall

Lindy Marshall

VP, Administration and Marketing

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410-563-1077

Lisa Pezzella

Lisa Pezzella

Client Service and Operations Specialist

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410-563-1077

Thomas McAndrew

Thomas McAndrew

Client Service and Operations Specialist

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410-563-1077

Amy Sommers

Amy Sommers

Client Service and Operations Specialist

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410-563-1077

Deborah Richards

Deborah Richards

Client Service and Operations Specialist

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410-563-1077

Holly Bergen

Holly Bergen

Project and Onboarding Coordinator

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410-563-1077

Betsy Wilson

Betsy Wilson

Front Desk Executive Assistant

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410-563-1077