My responsibilities at Marshall Financial Group (MFG) include onboarding new accounts, handling transactions, and processing money movements. Really it all comes down to making clients feel comfortable and confident in our firm’s ability to help them. I do that by applying the knowledge and experience I’ve accumulated working in the financial industry for over 21 years. One of the ways I deliver value is by always striving to learn more, know more and do more than is required or expected. Our clients are highly appreciative of our efforts.
I joined the MFG team in 2021 and its been a very positive work environment. All of my colleagues are smart and have a strong work ethic. I enjoy working with them to deliver a high quality client experience.
Education & Credentials
B.S., Business Administration, Frostburg State University, MD
Series 7 & 66
Biggest tip for my clients
Listen to your advisor.
“It’s what you learn after you know it all that counts.” It’s the title of a book by Earl Weaver, who managed the Orioles for 17 years.
How I spend time outside of work
Attending Orioles or Nationals game, hiking, camping, browsing thrift stores or yard sales.
Being self-sufficient and in a position to help others when needed.
What makes me laugh
Rehashing movie dialogues with my younger brother.
My favorite things
Beverage: Coca-Cola or a Samuel Smith’s Oatmeal Stout
Pet: My cat, Tabitha
Sports team: Nationals & Orioles