Our Team

Sarah oversees all aspects of client service.  She is a dedicated professional who enjoys serving the Clarion community.  Her passion is helping others.  One of her favorite things about her job is gift giving.  She loves to recognize clients as they mark life’s milestones.  She is also passionate about personal finance and has been a Ramsey Financial Coach.  She loves to guide people as they walk through the baby steps and ultimately achieve financial freedom.  Be on the lookout for her blog posts addressing all areas of personal finance.

Sarah is a retired elementary school teacher.  She is the mom of three adult children and enjoys traveling with her husband and spending time spoiling their two dogs.

Marshall is an experienced investment advisor and business executive. He has been a student of the markets for many years and is passionate about helping people achieve their investment goals. Through time, experience and study of the investment “greats”, he's developed an investment strategy that's based on sound business practices and investment principles.

Marshall is a Registered Investment Advisor, Dave Ramsey SmartVestor Pro, and author of two books, Future Freedom—The Reason Why You Must Have a Financial Plan and Business Owner's Complete Guide to Taking Good Care of Your Retirement Plan. He holds a degree in Engineering Physics from Santa Clara University, a California Insurance License, and License series: 63 and 66.

Marshall is also a musician and enjoys serving his community and spending time with his family. He and his wife Carolyn raised four boys in Northern California.