Executive, Planning, and Support teams

As a financial life planning professional, Paula is passionate about helping her clients thrive. She sees her role as coach and advisor to support, motivate and inspire her clients to explore and fulfill their vision of personal success and significance. She uses her talents at exploring and analyzing complex situations to “create comfort and confidence in the financial decisions people make along the journey of life.” Her own journey has taken Paula from an interest and education in Food and Nutrition to many years as an executive in clinical research and strategic marketing for Baxter Healthcare, Sanofi Winthrop Pharmaceuticals and Nycomed Inc. Her own experiences with work life balance, career transitions, long term planning, blended families and a husband who is a retired executive make her exceptionally valuable to the executives and their families who make up the bulk of her clientele.

Russ admits that he’s always found numbers easy and appealing. Even as far back as high school, when he attended The George School in Bucks County, his campus job was in finance, as the school banker. Later, Russ cofounded and managed a manufacturer’s marketing firm and founded “Tri-State Open House,” a half-hour television show advertising real estate in the Delaware Valley. Russ’s entrepreneurial acumen is only exceeded by his passion for helping people achieve their goals and find peace of mind. “It’s a great feeling to be able to help my clients make better decisions confidently and quickly,” he says. The issues range from: “How much should I set aside each month?” to “what’s the best way to finance my car?” to strategic advice for upcoming C-suite executives as they negotiate contracts.

Warm and empathetic, Bill has an engaging way of breaking down complex issues and subjects for his clients. His particular area of specialty is ensuring a reliable cash flow during retirement. “Most people were taught to save for retirement, but when they leave the workplace, they don’t know how to create that monthly paycheck from what they have accumulated. I enjoy planning for cash flow in retirement.” Bill has always felt a call to financial services, obtaining his Bachelor’s in Finance with an emphasis on Portfolio Management from LaSalle University. He spent several years in client service and consulting positions at The Vanguard Group, Merrill Lynch, and TD Waterhouse before joining Marshall Financial Group.

Kenny’s area of focus is financial planning for corporate executives, especially those in transition. Since joining Marshall in 1997, he has worked with C-suite clients from many companies in the pharmaceutical and biotech industries. “The biggest asset most executives have is their future earnings potential. Helping them to manage that has a much larger impact on long-term wealth than any investment program,” says Kenny. “But what clients tell me is even more valuable are the times we put away the spreadsheets and sort through what makes the most sense for them and their families—decisions not always made in terms of dollars.”

Dave’s calm, methodical and logical approach to some of the most volatile issues in financial planning may have roots in his early education in Mechanical Engineering and his experiences as a sales engineer for the Torrington Company, part of Ingersoll-Rand. Dave has acquired multiple certifications. As a College Planning Specialist, he helps families reduce the costs associated with educating their children. “It’s usually the largest expense families face after buying their house,” Dave notes. “Planning ahead can save families thousands of dollars of the cost of educating their children.”

Clients regularly comment on Don’s warm and welcoming approach to planning. Perhaps unexpected in a CIO, his rich background includes study at a seminary and time as a teacher of Theology and Ethics. Later, Don earned a Masters degree in Business and Finance from Drexel University, becoming first a Computer Systems Analyst and later a Financial Planning Analyst in the Strategic Planning Department of CIGNA’s Property Casualty Group. At Marshall, Don brings his talents together to help clients with their philanthropic planning, enabling them to realize their visions for making a difference in the world. “I enjoy guiding our clients from success to significance, helping them leave an enduring personal legacy with the wealth they’ve created.”

Jim’s clients are smart, ambitious and tech-savvy. “They already know how to get financial information,” he says. “But they’re bombarded with so much information, it can be really confusing to know what’s best for their specific situation.” Jim acts as a colleague, a teammate, a resource - someone who can simplify and boil down the options to what applies specifically to each client’s situation. He helps clients see and manage all the elements of their financial life in one place, so they can quickly see the big picture, and map and track progress.

"People work so hard for their money that it often comes as a surprise that the money can also work for them," says Adam, who spent time at Morgan Stanley and Emerald Asset Management before joining Marshall. Adam was always interested in investing, opening his own first account at the age of 18. "I quickly realized that it's the management of risks, not the management of returns, that is essential to profiting from the investment process," he says. Marshall’s clients have benefited greatly from his logical, long-term investment approach.

“Some clients start a business with a focus only on how much profit they might make. It doesn’t take them long to understand it’s the cash flow that should concern them the most,” says Dan. He works with many Marshall clients who own their own businesses, offering guidance on their unique concerns relative to managing and growing a company. A guiding influence at Marshall Financial Group since 1995, Dan is a Certified Public Accountant (CPA) and Certified Management Accountant (CMA) in addition to holding his CFP® certification.

“There is nothing as rewarding,” says founder Bill Marshall, “as having someone say to me, ‘We are able to retire in comfort, and we would not have been able to do it without you.’” It’s an experience he has enjoyed over and over, as clients he started serving in the 1980s have stepped down from their corporate roles to enjoy travel and time with family, without financial cares or burdens. Bill began providing wealth management services in 1968. He was among those who advocated for the development of a Certified Financial Planner™ (CFP®) certification, and was one of the first 100 in the country to achieve it. Marshall Financial Group, founded in 1981, is one of the pioneer financial planning companies in the United States.

Jeanne built her career on a favorite Winston Churchill quote: “Let our advance worrying become our advance thinking and planning.” Dozens of comfortably-retired Marshall clients owe their peace of mind to Jeanne’s effective planning. Jeanne combines her interests in business, finance, and teaching to help clients find the financial confidence that allows them to live the lives they dream of. A ready sense of humor prompted her to co-author Quips & Tips—The Wit & Wisdom of Financial Planning.

With Marshall since: 1992

With Marshall since: 2000

With Marshall since: 2001

With Marshall since: 2007

With Marshall since: 2004

With Marshall since: 1995

With Marshall since: 2014

“I’m not in the rate-of-return business. I’m in the business of building net worth,” says George, Investment Analyst for Marshall Financial Group. He performs mutual fund due diligence, “looking under the hood at the details of various investments,” and constantly monitors client funds to ensure they are performing to expectation given market conditions. George is also exceptionally talented at distilling data into simple concepts and strategies so that clients can understand exactly what is going on with their money. George holds an MBA in Finance, and worked for Liberty Ridge Capital and United Asset Management before joining Marshall Financial Group.

Clients regularly comment on Don’s warm and welcoming approach to planning. Perhaps unexpected in a CIO, his rich background includes study at a seminary and time as a teacher of Theology and Ethics. Later, Don earned a Masters degree in Business and Finance from Drexel University, becoming first a Computer Systems Analyst and later a Financial Planning Analyst in the Strategic Planning Department of CIGNA’s Property Casualty Group. At Marshall, Don brings his talents together to help clients with their philanthropic planning, enabling them to realize their visions for making a difference in the world. “I enjoy guiding our clients from success to significance, helping them leave an enduring personal legacy with the wealth they’ve created.”

“Some clients start a business with a focus only on how much profit they might make. It doesn’t take them long to understand it’s the cash flow that should concern them the most,” says Dan. He works with many Marshall clients who own their own businesses, offering guidance on their unique concerns relative to managing and growing a company. A guiding influence at Marshall Financial Group since 1995, Dan is a Certified Public Accountant (CPA) and Certified Management Accountant (CMA) in addition to holding his CFP® certification.

Jeanne built her career on a favorite Winston Churchill quote: “Let our advance worrying become our advance thinking and planning.” Dozens of comfortably-retired Marshall clients owe their peace of mind to Jeanne’s effective planning. Jeanne combines her interests in business, finance, and teaching to help clients find the financial confidence that allows them to live the lives they dream of. A ready sense of humor prompted her to co-author Quips & Tips—The Wit & Wisdom of Financial Planning.

“There is nothing as rewarding,” says founder Bill Marshall, “as having someone say to me, ‘We are able to retire in comfort, and we would not have been able to do it without you.’” It’s an experience he has enjoyed over and over, as clients he started serving in the 1980s have stepped down from their corporate roles to enjoy travel and time with family, without financial cares or burdens. Bill began providing wealth management services in 1968. He was among those who advocated for the development of a Certified Financial Planner™ (CFP®) certification, and was one of the first 100 in the country to achieve it. Marshall Financial Group, founded in 1981, is one of the pioneer financial planning companies in the United States.