Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Brandon Marshall

CRPC, APMA

Financial Advisor

Learn more about Brandon Marshall Visit Brandon Marshall's website

William P Marshall

CFP®, ChFC®, CLU®, CRPC, RICP®

Private Wealth Advisor

Managing Director of Marshall Private Wealth Management
Learn more about William P Marshall Visit William P Marshall's website


Our team

Crystal Busse

Crystal Busse

Client Service Specialist

Roles & Responsibilities

  • Client Service and Scheduling
  • Maintains office services
  • Planning client events
  • Management of all Social Media
  • Office operations, procedures and compliance
View more
Brian Lucas

Brian Lucas

Financial Planning Specialist

Qualifications

  • BS in Marketing and Economics
  • Licenses: Life, Accident, Health, Series 7 & 66

Roles & Responsibilities

  • Assist in Servicing Clients
  • Gathering and Analyzing Client Data
View more