Broker Check

Team

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

7244585233

(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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Debra graduated from Clarion University in 1998 and joined Cashdollar & Associates, LLC in February 1999 as a Sales Associate. That same year Debra became a Registered Paraplanner from the College for Financial Planning. Debra has also...

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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 Registered Paraplanner through the College of Financial...

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Steven came to our firm in March 2003 as a Sales Associate. 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...

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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 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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Barb joined Cashdollar & Associates, LLC in February 2011 as a Sales Associate, 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

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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Matt joined Cashdollar & Associates, LLC in October 2016 as a Sales Assistant. He graduated from Slippery Rock University in 2015 with a B.S. in Finance. Matt has previous experience in payroll. He also completed an internship with...

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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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Eric Montgomery, FPQP

Registered Client Services Associate

(724) 458-5233

(724) 458-4870

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 became a Registered Paraplanner through the...

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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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