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 College for Financial Planning (CFP) designation in 1983. For 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 past 6 years was Regional Vice President in charge of variable annuity and 529 college savings sales. Tim resides in Valencia PA along wife Maria, son Andrew and soon to be daughter. Tim holds his Series 6, 63 and life insurance licenses. He is currently studying for his Series 7 license.

 
 

 

                Philip Springirth                                                 

  

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 Paraplanner examination. Phil passed the Series 6 examination in November 2006 along with the series 63 in December 2006.  He also has his PA Life & Health Insurance License.  In December '07, Phil passed his Series 7 and is now studying for his CFP.
  

 

  

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. As of March 2007, Debra became licensed in Life, Accident and Health Insurance in Pennsylvania.

 

 

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 and is studying for the Series 63. 

  

 

 

 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 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. In June '07, Greg passed his Series 6 exam and is now preparing for the Series 63.

 

 

 

 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 examination in October 2006. Steven passed his Series 6 in March 2007 and passed the Series 63 in October 2007.  He is now studying for Life insurance.

 

  

 

 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 is studying for her Series 6 license.

 

  

 

 Wendy joined our staff in November of 2007 as a sale assistant I. She attended Penn State University and Slippery Rock University, majoring in elementary education. Wendy is currently studying for her Paraplanner designation.

 

  

 

 Amy joined Cashdollar and Associates, LLC in November 2007 as a Receptionist.  Amy comes to us with background and experience in Human Resources as well as administrative assistant, and customer service.  She handles our phones, greet clients, assist with various clerical functions, and notary services.  Currently she is studying for her Paraplanner designation.