Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

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Areas of focus

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Small Business
  • Tax Planning Strategies
  • Estate Planning Strategies

Community participation

  1. Central Florida YMCA Eola Federation and Y Guides | Mark Marshall is the local "Medicine Man." As such, he is the "Story Teller" at campouts where the children love ghost stories by a bonfire
  2. The Christ School, Orlando, FL | Mark volunteers as volleyball coach for Girls' Middle School volleyball team.