Sarah Marshall
CERTIFIED FINANCIAL PLANNER®, CRPC®
Sarah Marshall is from a long line of generations born and raised in McKinney, Texas. Alongside her husband Brandon Marshall, they raise their three children and are very blessed to be part of such a wonderful city. She graduated in 2006 from the University of Texas at Dallas with a degree in Economics and Finance and holds a Certified Retirement Planning License (CRPC®) from the College for Financial Planning. In 2007, she also achieved the following licenses: series 7, series 63, series 65, held at LPL Financial and life and health insurance. She is also a Certified Financial Planner™ (CFP®).
Prior to her investment career, she earned her property and casualty insurance license. From 2001 to present, she has been a licensed property and casualty insurance agent.
From 2007 to present, she has been a licensed financial advisor. Sarah’s career started at AG Edwards. While many advisors fell prey to the tough transitions in an unstable bear market around 2008, Sarah still managed to build a successful practice. She then opened her own independent investment firm, backed by LPL financial, in 2013.
She also opened an Independent Insurance Agency in 2014 and currently runs it simultaneously to her investment firm. She has an extraordinary team dedicated to providing excellent service to their clients.
Her hobbies include spending quality time with family and friends, tennis and reading.
She spent 10 years volunteering on the praise and worship team at her church. Her and her husband have served in varies roles of their church. She has served on multiple different boards and sponsorship committees.
She has been an active member of the McKinney Chamber since 2007. Sarah has served on the Women's Alliance committee and is a graduate of the Leadership McKinney program. She served as a member of the Chamber Board of Directors from 2013 to 2018 as Chair of Membership and Chairman of the Board and was a member of the executive finance committee.
Her passion for helping people meet their financial goals and managing investment portfolios is evident in the way she runs her practice. Providing an exceptional level of personal service to clients is the way Texan Wealth Management separates themselves from their neighboring firms.