Cavill-Marshall Advisors

Kristin has over 20 years of experience in the Financial Services industry. She began her career in the mortgage business as a loan officer structuring loans for home purchases and refinances. Kristin enjoyed working closely with clients as their dreams of home ownership became a reality!

In 2008, Kristin decided to pursue finance and the long-term client relationships that come with financial planning and money management. As an Investment Advisor and Planner, Kristin regularly meets with clients to discuss their short- and long-term goals. Her approach begins with understanding what’s important to the client, followed by putting together and implementing a plan to help them pursue their goals. Kristin loves providing an all-inclusive, holistic approach when working with clients, so they feel all their financial needs are being addressed. As a fiduciary, she strives to always give advice in the client’s best interest.

Kristin has a Bachelor of Business Administration degree with an emphasis in Marketing. She holds the prestigious CERTIFIED FINANCIAL PLANNER™ certification, which demonstrates expertise in all areas of financial planning. Kristin also maintains the following professional licenses:

• State Securities Law Exam: Series 66 - Uniform Combined State Law Exam
• Series 7 – General Securities Representative Exam
• SIE – Securities Industry Essentials Exam
• Licensed life, accident, and health insurance agent

Series 66 and 7 held through LPL Financial.

Outside the office, Kristin enjoys spending time with her husband and daughter, watching their daughter play soccer, and staying active outdoors in the 300+ days of Colorado sunshine!

Kristin offers advisory services through Marshall Investment Management and is not affiliated with Cavill and Company.

I started my career in financial services in 1999. I had a brief stint at Putnam Investments then spent the following 17 ½ years at Fidelity  Institutional Asset Management, retiring as a Senior Vice President. After retiring from Fidelity in 2017, I found that I missed the investment management industry. Cavill-Marshall Advisors gave me the opportunity to join their team of highly talented individuals.

I grew up in New England. I received my MBA from Boston University and my undergraduate degree from San Diego State. My wife, Jean and I have four adult children, two daughters and two sons. I love spending time with my family, traveling and watching our two sons play professional baseball. In my free time, you can find me skiing at Copper Mountain or cycling on the bike paths in Douglas and Summit Counties.

  Brian offers advisory services through Marshall Investment Management and is not affiliated with Cavill and Company.

I began my career in the financial services industry in 2001. I find it to be so rewarding to help our clients.  Listening to their stories, watching their families grow, and sometimes living vicariously through their travel adventures is an added bonus!   When I’m not in the office, I enjoy spending time with friends and family, studying the Italian language, and experiencing, “dolce far niente” whenever possible.   

Sharon is a registered administrative individual with Marshall Investment Management and not affiliated with Cavill and Company.