Marshall Investment Management is comprised of four advisors, Dennis Marshall, Kristin Schoenfelder, Brian Givin, and Sharon Evans. In each client engagement, their dynamic 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 strives to offer 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.
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
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 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...
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...