Sunshine L. Marsh<br/>

Sunshine L. Marsh

Senior Client Service Representative, Private Wealth Management

Location: Worcester Office

Grounded in Relationships, Driven by Purpose

Sunshine joined Bartholomew & Company in 2019, bringing with her more than 11 years of financial planning and securities-related experience.

As a senior client service representative, Sunshine serves as the first point of contact for Peter McManus' clients, responding to day-to-day account inquiries. She also supports Ashley Riley and Nancy Scott as needed.

Previously, Sunshine worked as a financial planning assistant for a CERTIFIED FINANCIAL PLANNER professional. She also held payroll and bookkeeping roles in nonprofit organizations.

Sunshine resides in West Brookfield, Massachusetts. She enjoys camping, horseback riding, and spending time with her family.