Our advisors

Mark S Marshall

CFP®, MBA, LUTCF®, CLU®, CLTC®

Private Wealth Advisor

Business Financial Advisor
Learn more about Mark S Marshall Visit Mark S Marshall's website


Our team

Travis Keller

Travis Keller

Financial Planning Assistant

Personal Intro

Travis obtained his degree in Finance at the University of Central Florida and is pursuing a career in Financial Planning

Qualifications

  • University of Central Florida, Orlando, FL, B.S. Finance

Roles & Responsibilities

  • Travis is responsible for supporting the investment research and trading aspects of our investment management program as well as being involved in the preparation of our financial advisory services.
  • Assists with mutual fund, ETF and stock research
  • Assists with portfolio and account level review preparation
  • Assists with the collection and organization of the clients financial data for financial planning services.
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Brady Keller

Brady Keller

Financial Planning Assistant

Personal Intro

Brady obtained his degree in Finance at the University of Central Florida and is pursuing a career in Financial Planning.

Qualifications

  • University of Central Florida, Orlando, FL, B.S. Finance

  • Series 7

  • Series 63

  • Series 65

Roles & Responsibilities

  • Investment Trading Overview
  • Money Movement Requests
  • Account Activity Monitoring and Reports
  • Financial Planning Data Gathering
  • Investment Research
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Iliana Reyes

Office Manager

Personal Intro

Iliana comes from a hospitality and insurance background. She has a passion for customer service and helping others. She finds fulfillment in providing exceptional experiences, solving problems, and exceeding expectations.

Qualifications

  • Florida 2-15 Life, Health, and Variable Annuity License

  • Florida 2-20 Property and Casualty General Lines

Roles & Responsibilities

  • Organize and Oversee Office Operations and Procedures
  • Control Correspondence
  • Assign and Monitor Office Tasks
  • Prepare and Process Client Documents
  • Provide Clerical Support
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Barbara Hedge

Client Service Coordinator

Roles & Responsibilities

  • Schedule Appointments
  • Calendar Management
  • Follow up with Clients
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