Our advisors

Steven T Marshall

CFP®

Private Wealth Advisor

Managing Director of Steven Marshall & Associates
Learn more about Steven T Marshall Visit Steven T Marshall's website

Kevin Haynes

CFP®, CRC®

Private Wealth Advisor

Learn more about Kevin Haynes Visit Kevin Haynes's website

Jeremy Marshall

CRPC™

Financial Advisor

Learn more about Jeremy Marshall Visit Jeremy Marshall's website


Our team

Angie Gray

Angie Gray

Client Service Manager

Qualifications

  • George Mason University, Bachelor of Arts in American Studies & Spanish
  • Licenses: Health, Life & Annuities Producer for Virginia

Roles & Responsibilities

  • Committed to serving our clients and advisors and maintaining relationships while managing business processes and follow up for all financial planning activities.
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Ashley Patterson

Ashley Patterson

Office Manager

Qualifications

  • George Mason University, Bachelor of Arts

Roles & Responsibilities

  • Supports our unique client service system and is your first point of contact when calling our office. Ashley will handle all your scheduling needs within our office.
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Aubrey Love

Aubrey Love

Client Service Coordinator

Qualifications

  • Virginia Tech, Bachelor of Science in Psychology
  • Marymount University, Masters of Education, M.Ed.

Roles & Responsibilities

  • Committed to serving our clients and advisors and maintaining relationships while managing business processes and follow up for all financial planning activities.
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Heather Bull

Heather Bull

Paraplanner

Qualifications

  • Licenses: Health, Life & Annuities Producer for Virginia & New York

  • FINRA: Series 6 & 7

  • NASAA: Series 63 & 65

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