Dr. Marshall and Lisa were happily married for over 30 years. They each bring decades of experience in their fields and together have, and are excited to continue providing a new paradigm of wellness and financial confidence to their clients.

Lisa Dickholtz is an independent CERTIFIED FINANCIAL PLANNER^® and Fiduciary, who helps individuals, families, and small business owners, who have assets to manage and protect, who value advice, are committed to building a professional team and who desire a high level of personal service.

Marshall Dickholtz, D.C. was a Board Certified NUCCA practitioner, whose care had a singular focus; the restoration of body balance for pain relief and improved body function. The NUCCA technique has been developed, researched, and practiced for more than 60 years and Dr. Dickholtz’s family has been instrumental in the NUCCA organization since its inception by its developer Ralph R Gregory, D.C.