Kristen brings a depth of market insight and strategic acumen to Marshall Wealth Management. As Chief Investment Officer, she oversees the firm’s investment strategies and ensures disciplined, client-centric portfolio management.
With over 22 years in the financial services industry and more than a year leading investments at Marshall, she is well-equipped to guide clients through complex market environments. Holding both her Series 7 and Series 65 licenses, Kristen combines regulatory expertise with a longstanding commitment to helping clients achieve lasting financial success.
Key Areas of Focus:
- Asset Management
- Retirement Planning
- Estate Planning
- Insurance Planning
