Marshall has lived in Arizona since 1987. He is originally from Michigan. He earned his BA in Spanish from Arizona State University and lived in Puerto Rico for two years becoming fluent in Spanish. He has a Master's in Business Administration from Arizona State University.
In 1992, Marshall began his career in finance at Bank of America as a Customer Service Spanish interpreter. He then worked for a number of years at Bank One (now JP Morgan Chase Bank), including time as special assistant to the Chief Credit Officer in the Executive Offices of the Bank. After working with Bank One, he helped establish the underwriting and operations departments for a startup bank named The Biltmore Bank of Arizona.
In 2005, he joined Corbin Financial, Inc. and MH Financial as a financial planner for estate planning clients. He joined the Vantage Financial Services team in 2017. He is a specialist in the areas of Investment Planning, Risk Management and Insurance Planning, Retirement Planning, Executive Compensation, Planning for Incapacity, Education and Family Support, Charitable Giving, and Distribution of Estate.
He earned his Certified Wealth Strategist ® certification in 2016.
Marshall is married and the father of a son and two daughters. He is a black diamond skier and an avid soccer player. He has competed in triathlons and finished a marathon. He is involved with the Boy Scouts of America and was a Scout Master. He enjoys cheering on his children in horseback riding competitions (barrel racing and roping) and road biking with his wife.
Marshall is registered as an Investment Advisor Representative and Registered Representative with Royal Alliance Associates, Inc.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.