A Cohesive Team Approach
The Marshall Investment Management team is comprised of four advisors, Dennis Marshall, Kristin Schoenfelder, Brian Givin, Sharon Evans and our Administrative Associate, Allyson Reiner. In each client engagement, our dynamic backgrounds and personalities bring valuable perspectives to the table. We believe that having not one, but four advisors to personally take care of our clients is an important element in providing exceptional client service.
Together, we form a cohesive team; and our 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
Brian Givin
Investment Advisor Representative
Brian Givin is a 20+ year veteran in the financial services industry. He most recently was a Senior Vice President at Fidelity Investments for over 17 years. Fidelity Investments is a multinational...
Sharon Evans
Compliance Officer, Financial Advisor
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...
Allyson Reiner
Administrative Associate
allyson@investwithmarshall.com
Allyson Reiner serves as the Administrative Associate for Marshall Investment Management. She began her financial services career at Charles Schwab. Allyson works closely with our clients on new account openings, distributions, and...