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 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. As the healthcare landscape changes, it is the mission of the Edge accounting group to ‘preserve private practice dental and medical with private practice accounting’. Marshall is a CPA and member of the WICPA, AICPA, NSCHBC (National Society of Certiﬁed Healthcare Business Consultants), and Institute of Dental CPA’s.
Marshall married his wife, Chrissi, in 2011 and they have four 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.