Tina Marshall is the manager of KBR’s retirement plan and securities department. A registered representative with the National Association of Securities Dealers (NASD), she works with businesses owners to design and maintain company-sponsored retirement plans and to educate their employees about using these plans to save for retirement. She helps individuals establish new IRAs and reposition IRA rollovers. Tina is also a research assistant and client relations manager for Raub Brock Capital Management, Inc., a KBR partner company.
Originally from England, Tina has lived in the Bay Area for 25 years and has worked in the securities and insurance industry for more than 20 years. Her commitment to helping KBR clients grows from her own early life experience: Tina’s father passed away at just 45 years of age, leaving the family with no insurance or financial plan. “Later on in life I realized how different things would have been if my father had been insured,” says Tina. “My goal through KBR is to help others find solutions that ensure their financial well-being and security.”
“Because people find the world of investing confusing, I take great satisfaction in helping them understand their options so they are able to make informed decisions. Nothing makes me happier than hearing I’ve made a client’s life easier.”