Personal

I love spending time with my wife, Amanda, and son, Tate. I also enjoy travel because it allows me the opportunity to expand my horizons and experience different cultures in a way nothing else can. Another way I like to spend my spare time is by taking advantage of the unique and vast dining options and other fun activities Miami and New York City have to offer. I am also addicted to golf!

financial advisor family photo

The youngest member of the Marshall Financial Group/Your future advisor

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Professional

I began my career as a Financial Advisor in 2003 with Northwestern Mutual Wealth Management Company. My practice specializes in risk protection/estate strategies, wealth management, and retirement planning. My team has access to a Network of Specialists who act to provide contemporary solutions using world class insurance services and internationally recognized investment products.

The Marshall Financial Group has represented Northwestern Mutual and providing financial services to clients since 2003.

I grew up in Bergen County, NJ and graduated from Fordham University in 2004. Thereafter I began my career with Northwestern Mutual. I enjoy travel, food and golf. Currently, I reside in Miami, FL.

Achievements

  • Forbes Top Financial Security Professionals Best-In-State 2022
  • Forum Producer, 2010-2011, 2013-2022
  • Top 10 in Life Insurance Face Amount 2010 and 2014
  • Top 100 New Clients

Awards and Recognition

  • Million Dollar Round Table Qualifying Member 2010
    • MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
  • National Association of Insurance and Financial Advisors Quality Award 2012-2014
    • Award recognizing commitment to excellence in service to clients and industry
  • National Quality Award 2008-2009
    • Award recognizing persistency and performance
  • National Sales Achievement Award 2009
    • Award recognizing performance
Forbes Best-in-State Top Financial Security Professionals list (July 2022), based upon data as of December 31st of the preceding year.  Research and ranking provided by SHOOK Research.  Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s).  Rankings and recognitions are no guarantee of future investment success. 
Forbes Recognition

 Forbes Best-in-State Top Financial Security Professionals list (July 2022), based upon data as of December 31st of the preceding year.  Research and ranking provided by SHOOK Research.  Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s).  Rankings and recognitions are no guarantee of future investment success. Please see www.SHOOKresearch.com

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Tiger Woods Foundation

The Tiger Woods Foundation empowers underprivileged minority students by providing them with the support and resources needed to enable their success in school and beyond.

PASE

The Partnership for After School Education (PASE) is a child-focused organization that promotes and supports quality afterschool programs, particularly those serving young people from underserved communities

Minds Matter

Minds Matter is a comprehensive and highly-successful three-year program that empowers young people from low-income families to achieve college readiness and success. The organization was founded in New York City in 1991 by six Wall Street professionals who understood that the gap in low-income student achievement is not one of intelligence, but resources.

Beat the Streets

The mission of Beat the Streets is to develop the full human and athletic potential of the urban youth and to strengthen the culture of New York City wrestling.

Urban Promise Miami

Urban Promise Miami is focused on empowering neighborhood youth to reach their potential despite the odds against them. The organization supports children who face a multitude of challenges by instilling education, mentors, life skills, leadership opportunities and financial guidance.