Marshall Financial Group (MFG) immediately captured my attention with its client-centric approach and by continuously striving to enhance the client experience. That was important for me personally as it supports my desire to build long-lasting relationships with clients, where I can understand what they value most. The firm also sets itself apart by emphasizing smart growth through technological advancements. It is important to leverage the latest tools and strategies in order to offer tailored solutions that prioritize each of my client’s unique financial goals. At the end of the day, I want all my clients to have clarity and confidence in their financial decisions.
I also value the culture of MFG, which fosters a family-like atmosphere. The synergy between our advisors and client service associates enables us to operate with enhanced effectiveness and efficiency. It creates a work environment that is encouraging and welcoming – a place where you are eager to go every day.
Education
MBA, Emphasis in Finance, Lindenwood University, Saint Charles MO
B.S. Finance, Lindenwood University, Saint Charles MO
My biggest tip for clients
Always try your best to keep an even keel. It is the small daily decisions that make the biggest difference in the long term. By never keeping our highs too high or our lows too low we can feel in control through any market.
How I spend time outside of work
Playing lacrosse, coaching lacrosse, golfing, working out and finding new places to hike.
Favorite Quote
“Be where your feet are.”
Community Involvement
Head Coach for six years at HoCo Lacrosse, a competitive youth club based in Howard County, Maryland.
Little known fact about me
I’m an avid cook and continually experiment in the kitchen – luckily, I have a girlfriend who is willing to try my new recipes that may or may not work out.
My favorite things
Meal: Steak
Beverage: Guinness or Iced Americano
Pet: Dog
Sport: Lacrosse, Hockey, Golf
Sports team: Toronto Maple Leafs
Greatest extravagance under $100: Quality socks – they’re a game changer