Marshall Investment Management, LLC

Diego Gallardo Antunez is a financial advisor with Marshall Investment Management, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at LPL Financial LLC, Pindustry, Ambulnz, Empower Retirement, Metropolitan State University of Denver, and Chick-fil-A. Outside of advisory work, he is employed part-time at Recreational Equipment Incorporated. Marshall Investment Management serves individuals, retirement plans, trusts, and charitable organizations with portfolio management, financial planning, and consulting services. The firm manages diversified portfolios through discretionary and non-discretionary approaches and is notable for sponsoring the AMP Wrap Program, which combines advisory, execution, and administrative services under a wrap fee.

Todd Kirsch is a CFP® and ChFC® with 32 years of industry experience. He is currently with Marshall Investment Management, LLC and has prior experience at LPL Financial and Raymond James Financial Services. Outside of his advisory work, Kirsch is also active as a musician. Marshall Investment Management serves individuals, retirement plans, trusts, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm’s investment approach includes diversified asset allocation and combines bottom-up, top-down, and tactical analysis to align portfolios with client objectives, offering ongoing wealth management through its Advisor Managed Portfolios platform and LPL-sponsored programs.

Ronald Cavill is a CFP® with 54 years of experience in financial advising. He has been with Marshall Investment Management, LLC since 2016, and previously worked at Royal Alliance Associates, Inc. for 27 years. Cavill is also a board member of Turning Point, a nonprofit supporting women during pregnancy. Marshall Investment Management serves individuals, retirement plans, trusts, and charitable organizations with portfolio management, financial planning, and consulting. The firm emphasizes diversified asset allocation and coordinates investment decisions with clients' other advisors to address tax, estate, and insurance considerations.

Dennis Marshall is a financial advisor with Marshall Investment Management, LLC in Greenwood Village, CO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial and Marshall Investment Management since 2015. Outside of his advisory role, he teaches pre-retirement human resources training courses for the federal government. Marshall Investment Management serves individuals, retirement plans, trusts, and charitable organizations with portfolio management, financial planning, and consulting. The firm offers diversified asset allocation strategies and sponsors the AMP Wrap Program, providing bundled advisory, execution, and administrative services.

Samantha Chavarria is a financial advisor with Marshall Investment Management, LLC, holding a Series 66 designation and two years of industry experience. She has worked at Marshall Investment Management, LPL Financial LLC, and Cavill and Company since 2022. Prior to her advisory roles, her background includes positions at Western Heritage Bank and Ruby Tuesday. Marshall Investment Management serves individuals, retirement plans, trusts, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm emphasizes diversified asset allocation and offers ongoing wealth management through its Advisor Managed Portfolios platform and LPL-sponsored programs.

Kristin Schoenfelder is a CFP® with 15 years of industry experience, currently serving as Vice President and a 15% owner at Marshall Investment Management, LLC. She has worked at both LPL Financial and Marshall Investment Management since 2015. Outside of her advisory role, she is a Notary Public for the State of Colorado. Marshall Investment Management provides portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary wealth management through its Advisor Managed Portfolios platform and LPL-sponsored programs, emphasizing diversified asset allocation and coordinated financial planning.

Brian Givin is a financial advisor at Marshall Investment Management, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Fidelity Investments Institutional Services Company and LPL Financial. Outside of his advisory role, he has engaged in Amazon Flex as an outside employment activity. Marshall Investment Management serves individuals, retirement plans, trusts, and charitable organizations with portfolio management, financial planning, and consulting services. The firm emphasizes diversified asset allocation and offers ongoing wealth management through its proprietary AMP platform as well as LPL-sponsored advisory programs.

Sharon Evans is a financial advisor at Marshall Investment Management, LLC with 24 years of industry experience. She holds the Series 66 designation and has worked at Marshall Investment Management and LPL Financial since 2015. In addition to her advisory role, she is a Notary Public for the State of Colorado. Marshall Investment Management serves individuals, retirement plans, trusts, and charitable organizations with portfolio management, financial planning, and consulting. The firm emphasizes diversified asset allocation and offers ongoing wealth management through its Advisor Managed Portfolios platform and LPL-sponsored programs.