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.

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...

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

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...

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...

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™...

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...

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.

Alexa oversees the day-to-day administration of all accounts. She is your first point of contact and will take prompt care of any of your personal requests or concerns. Call Alexa anytime you have questions about a statement, check or...

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.