marshall wealth management
meet the team
MICHAEL J. MARSHALL, SR
Mike is a general securities representative and has been registered since 1992. Mike specializes in servicing his clients’ overall financial needs including asset management, retirement planning, estate planning and insurance planning.
In addition to his financial planning practice, he is the president of the Clifford H. Marshall Foundation, which he founded in 1997 in memory of his late father, Clifford H. Marshall, Norfolk County Sheriff. Mike and his wife, Patricia, have two children, Rachel and Michael Jr.
CRAIG HARTNETT, CFA®, CFP®
Chief Investment Officer
JAY BLANCHARD, MBA
Financial Advisor & Insurance Specialist
Jay is an Investment Advisor Representative and holds the Series 7, 65 & 63 securities registrations. He has been a General securities Representative since 1994 helping families, municipalities, small businesses, and individuals with their retirement and insurance planning needs.
Jay’s experience and education allow him to help clients with Comprehensive Financial Planning including Tax Planning, Education Planning, Insurance, Investment, Retirement, and Estate Planning. He strives to add value to his clients through service and education.
MARK ANDREWS, CPA, MST
Mark is Massachusetts Certified Public Accountant and Business Advisor since 1992. He has 25 years of experience in addition to a Masters of Tax degree to offer his clients the finest, most up to date, accounting, and tax services. All of which are tailored to meet the individual needs of his clients. Mark’s firm’s goal includes helping clients understand complex accounting and tax issues, helping to maximize cash flow and helping to minimize tax liabilities.
*CPA services are not offered through, or supervised by, the Lincoln Investment Companies.
Paul Kilday, RICP®
Paul is a Retirement Income Certified Professional, Licensed Life Insurance Representative, and holds the Series 6, 63, and 65 securities registrations.
Paul joined Marshall Wealth Management in the beginning of 2022 but has worked in Finance and Wealth Management for over a decade. Paul’s primary focus has always been investments, but he found his passion in helping clients with their retirement income planning and ensuring clients find financial independence during retirement and beyond. Paul graduated from Saint Anselm College in 2010 and resides in Quincy with his college sweetheart Tess and their baby boy Jackson.
Timothy McAloon is the founder of McAloon Law Group and Counsel to the law firm of Marshall, Crane & McAloon, P.C. with offices in Braintree and Burlington. Mr. McAloon has been in private practice for 31 years and concentrates his practice in the areas of elder law, estate planning and administration, business and real estate.
Mr. McAloon is a member of the National Academy of Elder Law Attorneys, is a frequent lecturer, has written numerous articles and legal publications and has been a frequent guest on radio and cable television. Mr. McAloon is also currently Vice President and a member of the Board of Directors of Quincy Community Action Program, Inc., which is a non-profit organization that runs various educational and assistance programs. Mr. McAloon also represents numerous profit and non-profit businesses.
*Legal services are not offered through, or supervised by, the Lincoln Investment Companies.
Director of Client Services
Shauna joined Marshall Wealth Management as Director of Client Services in 2019. After graduating from the University of Massachusetts at Amherst in 2012, she worked in banking and finance for 11 years. Under these positions, Shauna was able to gain her Series 7 and Series 66 registrations and is a registered associate.
Coleen is a graduate of Stonehill College with a Bachelor of Arts in Communication. She has over 25 years of client service and office administration experience. Coleen joined Marshall Wealth Management in May 2015.