Professional Overview

Marshal has been in the financial planning industry since 2015. Over that time, he has built a process that helps clients understand the why behind each decision and feel confident moving forward with purpose. His goal is to make planning simple, meaningful, and centered on what matters most to each client.

As a lifelong Buffalo Bills and Sabres fan, Marshal knows the value of patience, resilience, and keeping an eye on the long game—both in sports and in financial planning.

Outside the Office

Marshal lives in Fairport, NY with his wife, Chelsea, and their dog, Lucho.  Marshal & Chelsea love trying new restaurants & coffee shops, exploring hiking trails, and traveling whenever they can. They’ve even started making espresso at home, but that is a work in progress.