The Team

Steven Marshall & Associates

Our Advisors

Kevin Haynes

Kevin Haynes

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Cash Flow Management Strategies

Education

Bachelors of Science in Business, Financial Planning Concentration, Virginia Tech, Blacksburg, VA

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Our Staff

Jeremy Marshall

Jeremy Marshall

Paraplanner

Chartered Retirement Planning Counselor℠
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Qualifications

  • University of South Carolina, Bachelor of Science in Business Administration
  • Licenses: FINRA Series 7; FINRA Series 66; Health, Life & Annuities, Variable Contracts Producer for Virginia

Roles & Responsibilities

  • Supports the client relationship management process and leads the marketing and social media initiative for Steven Marshall & Associates.
Angie Gray

Angie Gray

Client Service Coordinator

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Qualifications

  • George Mason University, Bachelor of Arts in American Studies & Spanish
  • Licenses: Health, Life & Annuities Producer for Virginia

Roles & Responsibilities

  • Committed to serving our clients and advisors and maintaining relationships while managing business processes and follow up for financial planning activities.
Ashley Patterson

Ashley Patterson

Administrative Assistant

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Qualifications

  • George Mason University, Bachelor of Arts

Roles & Responsibilities

  • Supports our unique client service system and is your first point of contact when calling our office. Ashley will handle all your scheduling needs within our office.