Marshall grew up in Rhinelander, WI, attended college at the University of Wisconsin Eau Claire and after graduation accepted his first job in Madison, WI. It was at this mid sized accounting firm where he was placed into the “healthcare group” and started specializing in work for dentists, veterinarians and medical professionals. He eventually transferred to the Fox Valley area, and it was a chance encounter with Andy Lehmkuhl at Edge Advisors that allowed him to couple his industry-specific knowledge with the personalized service mid-size businesses deserve. Marshall is now a partner at Edge Advisors and leads the Accounting Division.
The main services Marshall provides to his clients are industry-specific consulting, accounting, tax, tax planning, practice management, compensation structure, benchmarking, and general business consulting. It is his goal to help practice owners improve profitability and increase efficiency so they can achieve both their business and individual goals. He has the ability to understand the practice's needs but more importantly communicate with the key decision makers in a manner that is easy to understand.
Since joining Edge, Marshall has contributed to and overseen significant growth in the accounting division. He is a CPA and member of the WICPA, AICPA, NSCHBC (National Society of Certified Healthcare Business Consultants) and Institute of Dental CPAs. Through our team’s and Marshall’s efforts, Edge has been a 2015 and 2016 Recipient of the prestigious Metropolitan Milwaukee Association of Commerce (MMAC) and Council of Small Business Executives (COSBE) Future 50 Award.
Marshall married his wife, Chrissi, in 2011 and they have two children. They reside in the Fox Valley area and enjoy music concerts and escaping to the lake to relax, boat, golf and spend time with family and friends.