Petoskey, MI Woods Way Office

John Marshall Jr. is a CFP® and CFA® with 16 years of industry experience. He has worked at Farther since 2025 and previously spent 14 years at Crooked Tree Capital Advisors. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm applies Modern Portfolio Theory using proprietary model portfolios and algorithmic rebalancing, primarily investing in ETFs, mutual funds, equities, and fixed income, with supplementary AI tools and occasional allocations to independent managers.

William Hansen is a CFP® with nine years of industry experience, currently serving as a financial advisor at Farther. He previously worked at Dynamic Wealth Advisors dba Crooked Tree Capital Advisors and Edward Jones. Outside of his advisory work, Hansen volunteers as a firefighter with the Resort-Bear Creek Fire Department in Petoskey, MI. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with a focus on ETFs, mutual funds, equities, and fixed income.

Courtney Font is a CFP®-certified financial advisor at Farther with 21 years of industry experience. She previously worked for Dynamic Wealth Advisors dba Crooked Tree Capital Advisors for 11 years. Outside of her advisory role, she serves as a trustee and finance chair for the McLaren Northern Michigan Hospital Foundation and as a director of the PHSACF community foundation. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates, employing a Modern Portfolio Theory-based approach with algorithmic rebalancing and a mix of ETFs, mutual funds, equities, and fixed income.