Honesty, integrity, and teamwork. These are the principles that define Marshall Financial Group’s culture and how we work to build client relationships based on trust. The values that help our clients feel confident about achieving their financial and personal goals are reflected in our rigorous commitment to high ethical standards, simple and clear communication, and orderly processes. The result – a motivated and supportive team culture.
Meet Our Advisors
Pete Marshall, CEPA®
Managing Partner, Senior Financial Advisor
410-563-1190 x103
410-563-1077
pete@marshallfinancialgroup.com
Sheryl Parks, MSF, CFP®, CDFA®
Partner, Director of Financial Planning, Senior Financial Advisor
Anthony Pugliese, AIF®
Partner, Director of Investment Management, Senior Financial Advisor
Cheryl Stuart
Senior Financial Advisor, Director of Wealth Management
Robin Stacey House
Senior Financial Advisor
Barby Barone
Senior Financial Advisor
Russ Armstrong, CFP®, CIMA®
Senior Financial Advisor
Chris Barnes
Senior Financial Advisor
Andrew Hasz, MBA
Senior Financial Advisor
David Gasper, CIMA®, CFP®
Financial Advisor
James Williamson
Financial Advisor
Tyler Kang
Financial Advisor
Meet Our Client Service & Operations Team
Heather Seda, MBA
Chief Operating Officer
Sheila Diaz, FPQP
Operations Specialist
Holly Bergen
Senior Executive Coordinator, M&A
Thomas McAndrew
Client Service Associate
Katie Bredlow
Client Service Associate
Kyle Levickas
Client Service Associate
Jennifer Spears
Client Service Associate
Just as we seek to make a difference in the lives of our clients, Marshall Financial Group strives to make a difference in our community. We believe if everyone with the means could help a little, it would solve a lot of problems in the world. Through our donations we support a variety of programs that directly benefit our local, national, and global community. Our commitment to philanthropy is strong, but maybe even stronger is our desire to serve. Each year our team members donate hundreds of volunteer hours in service to our community. It’s part of our commitment to make our corner of the world a better place to work and live. It also makes our team stronger and more unified.
HERE ARE SOME OF THE ORGANIZATIONS WE SUPPORT DIRECTLY.
Marshall Financial Group is growing and we’re looking for new team members who embrace our client-centric approach. It’s all about transparency and accountability as we strive to deliver exceptional customer service. If you have a passion for helping others reach their financial goals, we want to hear from you. New team members can expect a welcoming and supportive work environment where colleagues feel more like family. We like to work hard, but we also know how to have fun!
Open Positions
We are currently not recruiting for our firm. However, we are always on the lookout for talented and like-minded team members. If you would like to be considered for a role at Marshall Financial Group, please send your resume to heather@marshallfinancialgroup.com. We look forward to meeting you!