Meet Your Advisor


Marshal Scheidt

I take a tremendous amount of pride in helping my clients envision and accomplish their goals. Whether these goals pertain to their financial lives or are personal objectives, I take stake in helping my clients grow and improve on many levels. I focus on helping my clients to truly understand why we are doing what we are doing. We find that when we believe in the financial plan, we can focus on executing, and planning the next chapter.

My Superpowers

  • Being able to relate to everyone that I work with which helps to create action items and organize them in a way that is meaningful to them.

  • Helping people look at things from a different perspective to help them feel empowered to make decisions.

  • Truly care about my clients and more importantly I care about what my clients care about.

  • Demonstrated resilience as I was able to overcome significant health challenges as a kid. I’ll never forget those feelings and I think it makes me a better person and financial advisor.

About Marshal

I live in Rochester, NY with my wife, Chelsea and our dog, Lucho. We love exploring our area, visiting new places, and trying different restaurants and breweries. I spend my free time hiking, fishing, playing hockey, trying to golf and cheering for the Buffalo Bills and Sabres. 

I am also an active participant in my community through various fundraising efforts. In 2015, I established an annual fundraiser now known as “Webster Beats Brain Tumors” to raise money and awareness for the Brain Tumor Care Fund at the University of Rochester Medical Center.