What Sets Us Apart
As Certified Senior Advisors (CSA), we are part of the Society of Certified Senior Advisors, one of the world’s largest organizations dedicated to educating and certifying professionals who serve older adults. Established in 1997, the Society brings together a wealth of knowledge from doctors, attorneys, gerontologists, and other experts to create standardized education and credentials for those working with older adults.
Our CSA certification ensures that we adhere to the highest standards of knowledge, ethics, and expertise. Our network of resources and professionals ensures that you’re supported at every stage of the journey.
Meet Steve and Jill
Steve and Jill married in 1998 and are proud parents of two adult children. Lifelong residents of the Philadelphia suburbs, they enjoy an active lifestyle that includes practicing and teaching yoga, attending live music events, and volunteering in their community.
Jill Marshall earned her bachelor’s degree in Economics from Duke University and has extensive experience in financial services. Most recently, she led a team focused on the needs of wealth management clients. In addition to her CSA certification, Jill holds FINRA licenses 7, 63, 66, and 24.
Steve Marshall holds a bachelor’s degree in English from the University of Pennsylvania and a JD from Temple University School of Law. He is a Pennsylvania-licensed attorney and also holds real estate broker licenses in both Pennsylvania and New Jersey.
