A Cohesive Team Approach
Marshall Investment Management is comprised of three advisors, Dennis Marshall, Brian Givin, 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 three advisors to personally take care of our clients offers exceptional client service.
Together, they form a cohesive team; and their combined competencies aim to ensure greater strength and overall clarity for our clients’ benefit.
Dennis E. Marshall
OSJ Branch Manager, 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...
Kristin L. Schoenfelder, CFP®
Vice President, Investment Advisor Representative
kristin@investwithmarshall.com
Kristin Schoenfelder, a CERTIFIED FINANCIAL PLANNER™, 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...
Brian Givin
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...
Sharon Evans
Compliance Officer
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...
Marsha Botham
Client Services Associate
Marsha has been working in customer service for over 20 years. She has worked extensively in the corporate, non-profit, and finance industries in an administrative capacity. Her vast experience in a variety of fields has contributed to...