Jonathan Marshall, MBA


Jon is a partner and chief investment officer of the firm as well as the lead designer of the retirement plan educational material. He is responsible for the analytical research of investments, which includes underlying research for our model portfolios. Jon is also the chief compliance officer, in charge of overseeing all of the firm's regulatory responsibilities. He also participates in employee educational meetings and provides one-on-one investment consultations. Jon earned a BS in Economics from UW-La Crosse and a MBA in Finance from DePaul University. Jon has been in the retirement plan industry since 2003 and holds the Investment Adviser Representative license (Series 65). He is also a member of Wisconsin Retirement Plan Professionals Ltd.

Jon is married and lives in Milwaukee, WI. While not working with clients, Jon enjoys golfing, skiing and the outdoors.

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