Broker Check

Team

Client Centered

At Cashdollar & Associates, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Tim Cashdollar, CRC®

Registered Representative

(724) 458-5233

(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...

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David Cashdollar, CFP®

Registered Representative

(724) 458-5233

(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,...

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Eric Montgomery, CFP®

Registered Representative

(724) 458-5233

(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...

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Debra Irwin, FPQP

Licensed Sales Assistant

(724) 458-5233

(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..

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Heather Gill, FPQP

Licensed Sales Assistant

(724) 458-5233

(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..

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Steven Hykes, FPQP

Licensed Sales Assistant

(724) 458-5233

(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. 

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Greg Mattocks, FPQP

Licensed Sales Assistant

(724) 458-5233

(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...

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Julie Fleck, FPQP

Office Manager

(724) 458-5233

(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...

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Barbara Battin, FPQP

Licensed Sales Assistant

(724) 458-5233

(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...

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Julie King

Administrative Assistant

(724) 458-5233

(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. She brings her extensive experience in management to our team.

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Lisa Flick, FPQP

Licensed Sales Assistant

(724) 458-5233

(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...

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Hannah Fulkerson, FPQP

Licensed Sales Assistant

(724) 458-5233

(724) 458-4870

hfulkerson@cashdollarandassociates.com

Hannah joined Cashdollar & Associates, LLC in May 2019. She graduated from Grove City College in 2019 with a B.S. in Business Management and a minor in Psychology. She completed an internship with Cashdollar & Associates, LLC during...

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Christine Tyner

Receptionist

(724) 458-5233

(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.

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Kirsten Montgomery, FPQP

Registered Administrative Assistant

(724) 458-5233

(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...

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