Our Principals
R. Michael Marshall CSFP
Chartered Senior Financial Planner
Mike is a graduate of Baylor University (Waco, Texas) and also possesses a Masters Degree in Mathematics from Texas A&M University (College Station, Texas). He was the Baylor quarterback during the mid-sixties including a win over Louisiana State in the Bluebonnet Bowl in 1963. Mike has worked extensively in the fields of estate preservation, conservation and planning for the last 25 years. He is a Chartered Senior Financial Planner.
