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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, CEPA®

Managing Partner, Senior Financial Advisor

410-563-1190 x103

410-563-1077

Sheryl Parks

Sheryl Parks, MSF, CFP®, CDFA®

Partner, Director of Financial Planning, Senior Financial Advisor

410-563-1190 x102

410-563-1077

Anthony Pugliese

Anthony Pugliese, AIF®

Partner, Director of Investment Management, Senior Financial Advisor

410-563-1190 x105

410-563-1077

Tom Walsh

Tom Walsh

Senior Financial Advisor

410.563.1190

410-563-1077

Meet Our Client Service & Operations Team


Lindy Marshall

Lindy Marshall

VP, Administration and Marketing

410-563-1190 x101

410-563-1077

Lisa Pezzella

Lisa Pezzella

Client Service and Operations Specialist

410-563-1190 x107

410-563-1077

Thomas McAndrew

Thomas McAndrew

Client Service and Operations Specialist

410-563-1190 x113

410-563-1077

Sarah Jones

Sarah Jones

Client Service & Operations Specialist

410-563-1190

410-563-1077