Marshal grew up in Meridian, and after being part of the SagePoint Financial team for more than four years feels incredibly blessed to be able to help people in his community build their financial futures. He enjoys helping young professionals balance the demands of day-to-day life with keeping sight of their long-term goals or in assisting them in exploring the opportunities of major decisions like a career change or a return to school; as well as also helping mature couples confirm that their diligence has paid off and that they’re ready to retire all while putting their interests first.
Marshal believes passionately that leveraging the academic knowledge that comes with his bachelor’s degree in finance from Boise State University (GO BRONCOS!), 15 years of real world business management experience, and being a licensed stockbroker, investment advisor, and fiduciary gives him a unique perspective into how to help each person pursue their specific financial goals.
When not in the office you can find Marshal with his wife and two young sons enjoying the outdoors and spending as much time as possible with friends and family.