Meet The Team
A Cohesive Team Approach
Marshall Investment Management is comprised of two advisors, Dennis Marshall and Kristin Schoenfelder. In each client engagement, their unique backgrounds and personalities bring valuable perspectives to the table. We believe that having not one, but two advisors personally take care of our clients offers exceptional client service.
Together, Dennis and Kristin form a cohesive team; and their combined competencies aim to ensure greater strength and overall clarity for our clients’ benefit.
Dennis E. Marshall
Founder and Investment Advisor Representative
Dennis Marshall is an LPL Branch Manager; he has practiced personal financial planning and investment management since 1999. Dennis finds great satisfaction in helping his clients manage their assets, so they can focus on the things in life that are important to them.
Dennis regularly advises federal government employees on the various details and issues of their retirement planning. A recognized professional in the field, he has traveled worldwide on behalf of federal government agencies teaching pre-retirement training courses.
Dennis holds his Series 6, 7, 24, 63, registrations with LPL Financial and 65 with Marshall Investment Management . He is an investment advisor representative; he is also a licensed life, accident, and health insurance agent.
When away from the office, Dennis loves spending time with his two daughters, and he enjoys an active lifestyle.
Kristin L. Schoenfelder
Investment Advisor Representative
Kristin Schoenfelder has worked in the investment management industry since 2008. Her financial services background helps her confidently and collaboratively work with her clients on multiple aspects of their lives.
Kristin was formerly a loan officer for a residential mortgage company. Helping her clients purchase and refinance their homes was the ideal foundation for her subsequent work as an investment advisor. She believes in establishing strong relationships with her clients: consistent communication is the key to ensuring her clients’ continued financial health.
Kristin holds her Series 7 with LPL Financial and 66 registrations with LPL and Marshall Investment Management; she is also a licensed life, accident, and health insurance agent. She received her Bachelor of Business Administration with an emphasis in Marketing from Colorado Mesa University.
Outside the office, Kristin enjoys spending time with her family, playing various sports, and enjoying the great outdoors.
Sharon Evans began her career in financial services in 2001, working alongside our great friend and business consultant, Neal Creswell. She started working with Dennis Marshall in 2003. Sharon is the compliance officer for Marshall Investment Management – ensuring compliant policies and procedures for the firm. She also helps our clients and she maintains many long-term client relationships. Sharon holds her Series 7, 24, 4, 6, and 51 with LPL Financial and 66 registrations with LPL Financial and Marshall Investment Managment. She also received the designation of Registered Paraplanner through the College of Financial Planning.
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