I joined Marshall Financial Group in December as a Financial Advisor, bringing seven years of experience in the financial services industry. I was drawn to MFG for its collaborative team environment, the tremendous group of people Pete has built, and the firm’s state-of-the-art technology that supports delivering high-quality financial planning.
I chose this career because I genuinely enjoy educating people on personal finance and working closely with clients to understand who they are, how they run their lives, and what matters most to them. I am passionate about ensuring that clients’ goals and visions align with a thoughtful, well-communicated financial plan, and I take pride in helping clients feel confident and at peace knowing they are not missing something or making a costly financial mistake.
One of the biggest challenges I help clients solve is making sure both spouses are on the same page and fully understand their financial plan. I believe that if someone is losing sleep at night, their advisor has not done enough to reduce stress and clearly communicate the plan. What I enjoy most about my work is creating financial plans and meeting with clients—no two days or clients are ever the same, and helping people never feels like a job.
Outside of work, I enjoy spending time with my wife and children, going to the beach, watching sports, and staying active. As a cancer survivor, I credit healthcare professionals and modern medicine for their incredible impact and inspiration. My perspective on life and work is reflected in a quote I love: “Don’t confront me with my failures, I had not forgotten them.”
Favorite Things:
Meal: Chicken marsala
Beverage: A spindrift or a really nice bourbon
Travel destination (near home or far away): I’d love to go to Italy or take my wife to Hawaii
Person: My parents. Also, Warrick Dunn
Pet: Archie, our dog
Sport: to play: tennis, mountain biking and skiing. To watch: football
Sports team: Eagles and Phillies
Greatest extravagance (under $100): A babysitter