About Bob Marshall

I am a CPA have been practicing public accounting for over 20 years.  Most of my experience and expertise involves tax compliance and consulting with entrepreneurs and high wealth families.  I have the unique opportunity to serve clients nationwide.  I help clients increase wealth through developing creative solutions and structuring transactions (including deals larger than $100 million).  I started out working for KPMG, LLP, which included a brief stint in their Washington National Tax office.  I have run my own firm since 2001.

In addition to my business background, I also have been a licensed minister for the past 12 years.  My ministry experience primarily involved teens and children, church administration and creating and leading major events.

Business and ministry are very different worlds.  As a CPA, I’m focused on helping my clients build and retain their wealth.  As a pastor, my principal concern is developing healthy people.  While it may seem like there should be a separation of church and state… or in this case church and business, I think this is a fallacy.  In making money, you can’t ignore people, and you’ll be limited in your ability to help people if you don’t have money. 

It is my goal and passion to merge these worlds together to develop and share sound financial principles that will be helpful in your pursuit of building wealth, helping other people, and making this world a better place.

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