Marshall joined the Ledge Wealth team in October of 2020. A St. Cloud State University graduate and 13-year Military Veteran, Marshall recently completed the College for Financial Planning’s CERTIFIED FINANCIAL PLANNER™ Education Program.
Before joining Ledge, Marshall was an Investment Consultant serving clients in Minnesota and North Dakota for a large financial advisory firm. There, he earned the licenses required to get started in the financial advice industry. From the get-go, he wanted to do the right thing for his clients, for the right reason, all the time. It was not long before he sought out a new firm to deliver transparent comprehensive financial planning to better serve his clients.