Sarah Marshall is from a long line of generations born and raised in McKinney Texas. Alongside her husband Brandon Marshall, they raise their two children in the community 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, and life and health insurance.
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. She currently runs an independent agency simultaneous to her investment firm.
From 2007 to present she has been a licensed financial advisor. Sarah’s career started at AG Edwards before merging with Wachovia securities. Wachovia securities later became Wells Fargo advisors. While many advisors fell prey to the tough transitions in an unstable bear market, Sarah still managed to build a successful practice. She then opened her own independent investment firm, backed by LPL financial, in 2013.
Her hobbies include spending time with family and friends, singing, tennis and reading.
She spent 10 years volunteering on the praise and worship team at her church, co-pastoring the youth ministry with her husband at their church. As well as volunteering in other various activities.
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 has served as a member of the chamber Board of Directors since 2013, is on the executive finance committee and now serves on the board of Directors as president elect.
Her passion for 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.