Lindy Marshall

Experience & Expertise
Lindy oversees administration, marketing, and human resources and works together with Pete on the overall strategic direction of the firm. She helps keep things running smoothly in the office so the rest of the team can excel in their roles. Managing the internal and external marketing strategies of the firm through a cohesive marketing plan is one of her primary responsibilities. She also works hard to create our firm’s unique culture through client and employee appreciation events and tactics.

Education & Credentials
B.A. in Art and Communication with a Marketing Concentration, Western Maryland College (now McDaniel)

What Makes Marshall Financial Group Special
We believe in integrity, compassion, and kindness, and the firm as a whole works hard to make sure that our clients feel as though they are a part of the Marshall Financial Group family.

Why I Love What I Do
Our firm’s culture is extremely important to me – our team is hard-working, fun-loving, and we strive to help each other and our clients maintain a healthy work-life balance. We are more than the financial transactions we make, and I love working with our team on creating ways to help clients understand that they are respected, important and cared for.

Where You May Find Me When I’m Not Working

• skiing, preferably at Okemo Mountain in Vermont
• being wowed by my daughter’s guitar and piano skills
• cheering on the sidelines of my son’s soccer games
• relaxing with my family in my hometown of Ocean City, New Jersey
• at a concert, I love almost all types of live music