Our Team

Message from Our President

Pete Marshall
President and Financial Advisor

Sheryl Parks, MSF, CFP®
Financial Advisor

Anthony Pugliese
Financial Advisor

Michael Brown
Financial Advisor

Dale Scarborough
Financial Advisor

Niles Miller
Financial Advisor

Lindy Marshall
VP of Business Development

Nichole Kan
Client Service Specialist

Rebecca Aikman
Administrative Associate

Holly Bergen
Administrative & Marketing Assistant


With the ups and downs of today’s marketplace, you need a constant source of guidance that you can trust. Every financial decision involves a balance of risks, rewards, and complexity. But that shouldn’t be the case when choosing a financial and insurance services advisor. You deserve unfaltering ethical standards, straightforward communication, and a partner committed to just one agenda … yours. That’s exactly what you can expect from Marshall Financial Group. We know that being confident in your financial decisions starts with being absolutely confident in us.

I started this business in 2005 because I realized I could bring all my experience from my previous work as a financial advisor and agency director and offer my clients even more diverse products and services. As an independent firm and Registered Investment Advisor (RIA), Marshall Financial Group can give you the level of access to investment and insurance products of a large agency and yet the personalized care and commitment of a small group … matching your needs to the products that work best for you.

Rest assured, I’ve assembled a team that is not only extremely knowledgeable and professional but is focused on your needs and best interests. Plus, we use a team approach when collaborating with our valued clients … meaning you can contact any of us for answers to your unique needs. That’s confidence – and convenience – you can trust.

We look forward to hearing from you.