Managing Partner, Senior Financial Advisor
Experience & Expertise
Pete founded Marshall Financial Group in 2005 after serving as a financial advisor and agency director at MetLife Investment Management. In addition to using his expertise in the wealth and investment management area to guide clients through life stages and goals, Pete leads the overall direction of the firm and manages strategic acquisitions and partnerships with other financial practices.
Education & Credentials
Registered Investment Adviser Representative
B.A. in Business, Western Maryland College (now McDaniel)
What Makes Marshall Financial Group Special
My goal in establishing Marshall Financial Group was to create a firm that made clients into lifelong partners, working together with advisors to achieve specific financial goals and realize lifelong dreams. I’m very proud of how we take care of our clients, are responsive to their needs, and work as partners to meet their financial goals.
Why I Love What Do
Marshall Financial Group has grown from being a solo practice to a team of eight. Each year, we strive to provide exceptional investment management and advisory services for our clients while striving for smart growth with our firm. It brings me joy to see our client’s successes, our firm’s progress, and to partner with new companies that will improve our client experience and our business efficiencies.
Where You May Find Me When I’m Not Working
- the Ocean City, NJ beach
- coaching my son’s basketball team
- listening to my daughter play guitar or piano
- a Baltimore Ravens game
- in my basement gym