Marshall joined ZWM in 2013 after gaining experience in client service and portfolio administration at another Registered Investment Advisor. Prior to moving to Chicago, Marshall earned a Bachelor of Business Administration degree in Economics from St. Edward’s University and an MBA and a Master of Science in Personal Financial Planning from Texas Tech University. As a Fiduciary Wealth Advisor, Marshall is deeply committed to helping clients achieve their financial goals and providing timely guidance during their life transitions.
Marshall and his wife are active in the community and are devoted to helping underserved groups. In the past, Marshall was on the board of the Young Leaders Fund, an initiative of the Chicago Community Trust, which helps identify and assist up-and-coming non-profit organizations that are making a positive impact in Chicago’s underserved communities. Marshall has also volunteered for the Financial Planning Association and has assisted the Youth Jobs Center of Evanston in enhancing the organizations’ donations infrastructure.
Marshall is an Austin native and moved to Chicago in 2012. He lives in Deerfield with his wife, two young children and Goldendoodle. They enjoy family adventures, traveling, live music, watching basketball and spending time with family and friends.
Marshall has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2015.