Marshall joined The Bulfinch group after 15 years of working for Mutual Fund and 401(k) Plan providers. This background provides him with a unique understanding of the financial products available to both individuals and businesses. He works with his clients to create personalized investment strategies that help maximize wealth and protection while minimizing risk. Marshall’s personal goal is to help every client simplify their financial matters allowing them to focus on living life to the fullest.
In his free time, Marshall enjoys spending as much time as possible outside hiking, sailing and snowboarding. He currently resides in Hamilton, MA with his wife Tara, daughter Carmen and son Marshall.
Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0M78221; FL Insurance License #W542903.