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 over 19 years of experience in the Financial Services industry with 10 years specific to Finance and Investing. As a Financial Advisor and Vice-President, Kristin helps run a firm that manages over $100 million in Assets under Management. The long-term relationships that come with being a Financial Advisor is her favorite part of the job! Kristin holds her Series 7 and Series 66 with LPL Financial and Life and Health insurance licenses.
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 Management.
Investment Advisor Representative
Brian Givin is a 20 year veteran in the financial service industry. He most recently was a Senior Vice President and worked at Fidelity Investments, for over 17 years starting in January of 2000. Fidelity Investments is a multinational financial services corporation based in Boston MA. Mr. Givin's role while at Fidelity involved working with financial advisers in the Mountain West region of the United States and he was based in Colorado for the majority of his career. His responsibilities included the sale and distribution of Fidelity's institutional funds through financial advisers in his territory. These advisers would work as independent "Registered Investment Advisers' as well as through broker dealers such as Merrill Lynch, Morgan Stanley and LPL. Mr. Givin would partner with his adviser clients and help them grow their business by speaking at client seminars on topics such as the economy, investing and retirement solutions. He would also work individually with clients to help them with their portfolio construction process utilizing Fidelity and non-Fidelity investment products. He was a seven-time President's Club winner while at Fidelity, which is awarded to the top 15% of his peers for goal attainment, and was the top asset gatherer for Fidelity Institutional Asset Management in 2014. Mr. Givin is series 6, 63 and 7 licensed (held with LPL Financial), has his CIMA designation (Certified Investment Management Analyst) and holds an MBA from Boston University.
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