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Mycha Marshall, CPA, CFP®

Mycha Marshall, CPA, CFP®

Advisor

Mycha is a Certified Public Accountant with more than 25 years in the Tax and Accounting industry. Her previous experience includes Chief Financial Officer for a local business, Investment Advisor Representative for a Registered Investment Advisor, and an Income Tax Consultant for a Public Accounting firm.

As a Tax Manager, she focuses on income tax planning and compliance for individuals and small businesses. Her knowledge of taxation is also highly utilized as a CFP® of 15 years.

Mycha is incredibly detailed oriented and enjoys working with her clients as a trusted advisor. Her goal is to help her clients understand their current financial position, so they can make informed decisions about how to reach their financial goals. She believes that educating her clients helps their financial trajectory and ultimately their legacy.

Her professional memberships include American Institute of Certified Public Accountants (AICPA), Financial Planning Association (FPA) and Maryland Association of Certified Public Accountants (MACPA). While her community memberships include the Greater Baltimore County Chapter of Jack & Jill of America, Inc., and her local church.

A soccer mom at heart, Mycha loves to watch her boys compete on the field. They know that she is and always will be their biggest fan.