How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Ashley Armstrong
Administrative Assistant
(724) 458-4870
aarmstrong@cashdollarandassociates.com
Ashley joined Cashdollar & Associates, LLC in April 2022. She brings many years of public service, customer service and office experience to our staff. She previously worked for a local ambulance service as an Emergency Dispatcher...
Barbara Battin, FPQP™
Registered Administrative Assistant
(724) 458-4870
bbattin@cashdollarandassociates.com
Barb joined Cashdollar & Associates, LLC in February 2011 as a Sales Assistant, and began managing our database in 2019. She graduated from Allegheny College in May 2008 with a B.S. in Mathematics and earned a M.A. in Teaching from the...
Christine Tyner
Administrative Assistant
(724) 458-4870
ctyner@cashdollarandassociates.com
Christine joined Cashdollar & Associates, LLC in September 2019. Previously Christine worked in the service department at a local car dealership. She has many years of office and customer service experience.
David Cashdollar, CFP®
Registered Representative
(724) 458-4870
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 and various church groups. David received his B.A. from Grove City College in 1971,...
Debra Irwin, FPQP™
Registered Administrative Assistant
(724) 458-4870
dirwin@cashdollarandassociates.com
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 Financial Paraplanner Qualified Professional from the College for Financial..
Eric Montgomery, CFP®
Registered Representative
(724) 458-4870
emontgomery@cashdollarandassociates.com
Eric is a 2012 graduate of Grove City College. Prior to joining Cashdollar & Associates in September of 2018, Eric had 6 years of experience in the financial and accounting industries. He earned the CERTIFIED FINANCIAL PLANNERTM...
Greg Mattocks, FPQP™
Registered Administrative Assistant
(724) 458-4870
gmattocks@cashdollarandassociates.com
Greg joined our staff in February 2006 as a Sales Associate. 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...
Hannah Fulkerson, FPQP™
Registered Administrative Assistant
(724) 458-4870
hfulkerson@cashdollarandassociates.com
Heather Gill, FPQP™
Registered Administrative Assistant
(724) 458-4870
hgill@cashdollarandassociates.com
Heather graduated from Penn State University in 1995 and had previous financial experience before joining our firm as a Sales Associate in May 2000. In June 2001, Heather became a Financial Paraplanner Qualified Professional..
Joscelyn Ebbert
Administrative Assistant
(724) 458-4870
jebbert@cashdollarandassociates.com
Joscelyn joined Cashdollar & Associates, LLC in December of 2021. She graduated from Thiel College in 2017 with a B.S. in Accounting and Business Administration. Prior to joining Cashdollar & Associates, she had 5 years of accounting...
Julie Fleck, FPQP™
Registered Administrative Assistant
(724) 458-4870
jfleck@cashdollarandassociates.com
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...
Julie King
Administrative Assistant
(724) 458-4870
jking@cashdollarandassociates.com
Julie joined Cashdollar & Associates, LLC in February 2015. She was previously the office manager at a local business, with a total tenure of 22 years. Julie brings her extensive experience in management to our team.
Kirsten Montgomery, FPQP™
Registered Administrative Assistant
(724) 458-4870
kmontgomery@cashdollarandassociates.com
Kirsten graduated from Park University in 2015 with a B.S. in Business Management. Prior to joining Cashdollar & Associates, LLC in March of 2020, she had 5 years of financial experience in the mortgage and banking industries. Kirsten...
Lisa Flick, FPQP™
Registered Administrative Assistant
(724) 458-4870
lflick@cashdollarandassociates.com
Lisa joined Cashdollar & Associates, LLC in September 2017 as a Sales Assistant. Previously, Lisa worked at Grove City College, and as an accountant in the manufacturing industry. She graduated from Bradford Business School's...
Steven Hykes, FPQP™
Registered Administrative Assistant
(724) 458-4870
shykes@cashdollarandassociates.com
Steven came to our firm in March 2003 as a Sales Assistant. He graduated from Grove City College in 1999 and holds a degree in mathematics and computer science. Steven became a Financial Paraplanner Qualified Professional in June 2004.
Tim Cashdollar, CRC®
Registered Representative
(724) 458-4870
Timothy D. Cashdollar joined Cashdollar & Associates, LLC in January 2008. Prior to working at Cashdollar & Associates, LLC, Tim worked at John Hancock Financial where, for the last 6 years, he was Regional Vice President in charge of...