David O. Cashdollar, CFP®   

 

David has been married to Kathleen since 1971 and they have two grown children, Madeline and Tim. Dave is a sponsor and volunteer of his local YMCA, Chamber of Commerce, Rotary and various church groups. David received his B.A. from Grove City College in 1971, Masters of Education from Slippery Rock University in 1973 and the CERTIFIED FINANCIAL PLANNER^TM,  certification in 1983. For over 30 years, Dave has helped clients meet their financial goals and objectives. This is done by taking an inventory of assets, evaluating needs and developing a plan of action and a review process. This process may include the purchase of various financial products.

 

 

Tim Cashdollar*    

 

Timothy D. Cashdollar joined Cashdollar & Associates, LLC in January 2008. Prior to working at Cashdollar & Assoc., LLC Tim worked at John Hancock Financial where, for the last 6 years, he was Regional Vice President in charge of variable annuity and 529 college savings sales. Tim resides in Valencia, PA along with his wife Maria, son Andrew and daughter, Alexis. Tim holds his Series 7, 6, 63 and life insurance licenses. 

 

 

 

 

 

 
 

 

Philip Springirth, CFP®*                                                 

  

Philip joined Cashdollar & Associates, LLC in June 2005 as a Sales Assistant I. Philip graduated in the Spring of 2005 with a degree in International Business/Finance from Grove City College. He passed the CFP Board examination along with Series 7, 6 , 63, 66 & 24 licenses. He also is licensed in Life, Accident and Health Insurance in PA.

 

 

 

 

 

 

 

 

Debra Eshbaugh*  

  

Debra graduated from Clarion University in 1998 and joined Cashdollar & Associates, LLC in February 1999 as a Sales Assistant. That same year Debra became a Registered Paraplanner from the College for Financial Planning. Debra has also successfully completed her Series 7,  6 & 63 licenses. Debra is also licensed in Life, Accident and Health Insurance in Pennsylvania.

 

 

 

 

 

 

 

           

Heather Elder Gill                    

 

Heather graduated from Penn State University in 1995 and had previous financial experience before joining our firm as a Sales Assistant in May 2000. In June 2001, Heather became a Registered Paraplanner through the College of Financial Planning.  In November ‘07, Heather passed her series 6 exam. 

  

 

 

 

 

 

 

 

 

Lynn Taylor   

 

 Lynn joined us in May 2000 as our Data Base Administrator. Lynn came to us with experience in tax accounting. She is responsible for maintaining our client data base, client portfolios and our computer network. In the month of June 2005, Lynn became a Registered Paraplanner.

 

 

 

 

 

 

 

 

  

Greg Mattocks*                                     

 

 Greg joined our staff in February 2006 as a Sales Assistant I. He graduated in the Fall of 2005 from Slippery Rock University with a degree in Finance and a certificate in personal financial planning. Greg has passed the financial Paraplanner examination. Greg passed his Series 6 & 63 exams.

 

 

 

 

 

 

 

 

 

Steven Hykes*  

 

 Steven came to our firm in March 2003 as a Sales Assistant I. He graduated from Grove City College in 1999 and holds a degree in mathematics and computer science. Steven became a Registered Paraplanner in June 2004. He has completed his series 11, 7, 6, 63 & 66. He is licensed for Life, Accident and Health Insurance in Pennsylvania.

 

 

 

 

 

 

 

 

  

 Julie Fleck*                           

 

 Julie joined Cashdollar & Associates, LLC in May 2006 as the office manager. She came to C&A with extensive experience in business management, accounting, A/P, A/R and auditing. She received her Paraplanner's certification in 1986.  As of March 2007, Julie became licensed in Life, Accident and Health Insurance in Pennsylvania.  Julie has passed the examination for the Series 7, 6 & 63 licenses. 

 

 

 

 

 

 

 

 

Amy Book   

 

 

Isaac Morris

 

Isaac graduated from Edinboro University of Pennsylvania's Business and Economics department in 2010.  He elected to take on the challenge of a dual concentration in marketing and financial services within the Bachelor of Science in Business Administration.  During his time spent there, he also earned a minor in economics to expand his knowledge and understanding in economic theory and application.  In 2011, Isaac joined Cashdollar and Associates, LLC as a Sales Assistant I.  Isaac passed the paraplanner exam in October 2011 and is now certified.

 

 

 

Barbara Yost

 

Barb joined Cashdollar & Associates, LLC in February 2011 as a Sales Assistant 1.  She graduated from Allegheny College in May 2008 with a B.S. in Mathematics and earned a M.A. in Teaching from the University of Pittsburgh in June 2009.  Barb passed the Actuary Exam P/1 in August of 2010.  She minored in Economics at Allegheny, and her Teaching certificate is in Math and Business Education / Information Technology.  In October 2011, Barb completed and passed the Paraplanner's certification.