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 materials. He is responsible for the analytical research of investments, which includes underlying research for the firm's model portfolios. Jon is also the chief compliance officer in charge of overseeing all of the firm's regulatory responsibilities.

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. (WRPPL) and the National Association of Plan Advisors (NAPA).

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

NAPA was created by and for retirement plan advisors and is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors.