Managing Director, Wealth Management Advisor

Office: (206) 838-2900

Marshall began his career in financial services in 2002 at Northwestern Mutual Wealth Management Company, where he started by focusing on risk management for clients. However, he soon discovered his passion on advising with the investment management of his clients' portfolios. With over 20 years of investment management experience, Marshall's approach is unique. He combines hedging options, alternative investments such as REITs and private equity holdings, and dynamic (not fixed) portfolios to help his clients navigate the often-volatile global equity markets.

Marshall has comprehensive training in both insurance planning and investment strategies, which allows him to simplify the complex financial world for his clients. He holds series 6, 7, 63, and 65 registrations, as well as insurance licenses.

Apart from his professional pursuits, Marshall has a lighthearted personality and enjoys making his clients laugh even when discussing important matters. In his free time, he indulges in his hobbies such as gardening, studying eastern philosophy, history, and future forecasting.