Marshall Egermier, CFP®

Marshall is a well regarded experienced financial professional with over a decade in the industry.He previously worked at Voya Financial since 2011 and has gained extensive knowledge in developing and managing employer-sponsored retirement plans such as 401(k)s, 457(b)s, and 403(b)s. He holds the Certified Plan Fiduciary Advisor (CPFA®) certification, demonstrating his proficiency in fiduciary responsibilities and assisting employers in navigating their retirement plan obligations. Additionally, Marshall is a Certified Financial Planner (CFP®), a prestigious designation awarded to advisors who meet stringent education, examination, experience, and ethics standards. CFP® professionals excel in diverse areas of financial planning, including investments, taxes, retirement, estate planning strategies, and insurance, offering tailored advice to help clients achieve their financial objectives effectively.

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 registrations through LPL Financial: 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 socializing with friends. He shares these experiences with his wife, Brooke, and their two sons, Kyler (11) and Trey (1).  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