The Team

In addition to leading the Marshall & Sterling Wealth Advisors team, Craig works with retirees and high-net worth business owners and professionals to help plan for life beyond work.

As the firm’s Portfolio Manager, Chintan is responsible for providing oversight and direction on all investments and portfolios. He is responsible for the day-to-day administration of trading and managing of investment portfolios.  

Mike works with retirees, pre-retirees and small business owners to help navigate the often complex world of retirement planning. After taking whatever time necessary to help his clients understand...

Denny works with individuals on tax planning, investments, insurance, retirement planning and estate planning. He holds securities registrations...

Dean is a Wealth Advisor with Marshall & Sterling Wealth Advisors, Inc. He works with clients to build tailored investment strategies to help pursue their financial planning goals. Dean's experience also includes improving...

Tiffany primarily works with busy, career-oriented women and their families. As a result of her background in music, she also works with a number of professional musicians. Through an in-depth planning....

Stephen works with millennial clients as well as those near retirement. As a millennial, he understands first hand their unique financial needs. He also has a passion for helping older generations reach...

Robert primarily supports advisors working with business owners and their employees who are looking to prepare for retirement and their financial future.

Susan is a Wealth Planner with Marshall & Sterling Wealth Advisors, Inc. She provides a broad range of wealth management, financial planning and retirement planning services. As a Certified Divorce Financial Analyst^®...

As Operations Manager, Joe supports the Director with operations management. This involves working with all staff members to make certain established workflows (internal procedures) are adequate, up-to-date and being followed. 

Heidi is a Client Concierge for Marshall & Sterling Wealth Advisors, Inc. She is responsible for providing exceptional client support; additionally, Heidi handles the firm’s trading desk administration, IRA required...

Patti provides direct client support such as assisting in completing required paperwork, processing requested distributions, IRA required distributions, and contributions...

Jackie provides direct client support such as assisting in completing required paperwork, processing requested distributions, IRA required distributions, and contributions, and handling tax withholding preferences and changes.

Jesse assists with operational duties such as uploading documents into the client database, assisting in the preparation of Marshall & Sterling Investment Committee meetings, and general servicing of client accounts...

Tim Dean is a Corporate Officer of Marshall & Sterling Wealth Advisors, Inc. and is a member of the Investment Committee. Tim is the President of Marshall & Sterling, Inc., Marshall & Sterling Enterprises, Inc.

Tim Rychcik is the President and Treasurer of Marshall & Sterling Wealth Advisors, Inc. and serves as a member of the Investment Committee. Tim has served as the Chief Financial Officer of Marshall & Sterling Services, Inc.