Team
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,...
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...
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...
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..
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..
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.
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...
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...
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...
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.
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...
Hannah Fulkerson, FPQP™
Registered Administrative Assistant
(724) 458-4870
hfulkerson@cashdollarandassociates.com
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.
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...
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...
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...