Marshall Egermier, CFP®

Marshall is a highly experienced financial professional with a background spanning over a decade in the financial industry. He previously worked at Voya Financial since 2011 and has gained extensive knowledge in developing and servicing employer-sponsored retirement plans such as 401(k)s, 457(b)s, and 403(b)s. Marshall is a CERTIFIED FINANCIAL PLANNER™ and has a wealth of expertise in various areas of financial planning, including taxes, insurance planning, employee benefits, estate planning, retirement planning, and investments.

Marshall is an active member of the Financial Planning Association and the Nebraska Financial Education Coalition, showcasing his dedication to providing quality financial advice and service to his clients. His proficiency in the governmental/non-profit sector allows him to provide unique insights to clients in these fields.

As a financial advisor, Marshall takes a holistic approach to financial planning, considering all aspects of his clients' financial lives to create personalized strategies. He currently holds the following Financial Industry Regulation Authority (FINRA) registrations: Series 7, 6, 65, and 63, enabling him to provide comprehensive financial advice and guidance to his clients.

During his free time, Marshall loves to stay active and energized by hiking, traveling, and discovering new places. He shares these experiences with his beloved wife, Brooke, and their 10-year-old son, Kyler. Brooke also works in the financial industry, while Kyler fills their schedules with an array of exciting sporting events throughout the year.

Phone 402-861-9696