The McCash Financial Group Team
Geoffrey McCash, Firm President and Financial Advisor is an experienced and registered Investment Advisor Representative (Series 65), Registered Representative (Series 7, 6, 63) and an independent insurance agent offering products from some of the nation's largest insurance companies. He has been associated with Osaic Wealth, Inc. and its predecessor Woodbury Financial Services, Inc. for 20+ years. He is a member of the National Association of Insurance and Financial Advisors (NAIFA)* and the Financial Services Institute (FSI)*.
Geoff's expertise in investment asset allocation strategies, insurance protection and retirement income planning, helps guide his clients in the management and protection of their wealth. He looks forward to building close professional relationships with individuals and small businesses based on integrity and trust.
Geoff and his wife, Karen, reside in Galena, Ohio and are proud parents of two Shetland Sheepdogs named Hach SS Foxbody and Avery. Both Karen and Geoff love traveling, outdoor activities and attending auto shows and cruise-ins. Geoff is an avid postage stamp collector, lifetime member of the National Eagle Scout Association and is an active Ohio Freemason. Our clients are encouraged to call or email Geoff for assistance on any questions or issues.
No investment strategy can guarantee a profit or protect against a loss.
*The Financial Services Institute (FSI) is the only organization that represents the interests of the independent financial advisor. For more information about FSI, visit www.financialservices.org. NAIFA award is based upon sales generated by advisors specializing in Life & Annuities & Investments, Health & Employee Benefits, multiline sales or any combination and who have met the adherence to the NAIFA code of ethics, and service to the industry associations. Advisors are also evaluated on professionalism through education and earned designations.
Christopher Neece, Financial Advisor and Firm Officer is an experienced and Registered Investment Advisor Representative (Series 65), Registered Representative (Series 7) and independent insurance agent offering products from some of the Nation's largest insurance companies.
Chris has been in the retirement and insurance industry since 2000 and spent a large part of his career as an advisor for institutional retirement plans and employer-based retiree healthcare trust accounts. After being diagnosed with cancer in 2018, Chris altered his primary focus to advising on insurance related issues based on his experience during his recovery. Now being cancer free, Chris is passionate about incorporating all his experience to assist clients understand how their assets can work for them while using insurance planning to protect their wealth.
Chris's expertise in investment asset allocation strategies, insurance protection, retirement income planning and employee benefits helps guide his clients in the management and protection of their wealth. He looks forward to building close professional relationships with individuals and small businesses based upon integrity and trust.
Chris and his wife, Laura, have been married for over 20 years and reside in Pickerington, Ohio. They are proud parents of three wonderful children, and their dog Roxy. Chris and his family love spending time together, watching OSU football, baseball, traveling and outdoor activities. Our clients are encouraged to call or email Chris for any assistance.
Tracy Bell, Registered Assistant/Office Manager brings life insurance and twenty years of customer service experience to McCash Financial Group.
Tracy is a graduate of Franklin University with a Bachelor of Science in Applied Communications and is a licensed insurance agent for life, annuities, disability, long term care and healthcare.
As the Office Manager to the entire staff of McCash Financial Group, her mission is to give the utmost administrative support to clients as well as creating an efficient organized office for continued future growth.
A native of Columbus, Tracy resides near the heart of the downtown area with her spouse, Paul. Tracy enjoys cooking, fitness and spending time with her pets. Please feel free to contact Tracy for scheduling and other client service needs.
Kendall Waller, Healthcare Specialist**, is the Investment Support Associate for Waller Wealth Management since 2004 and specializes in individual/group healthcare benefits.
She began her career in the insurance industry in 1994 as an administrative assistant for an independent insurance agency assisting the agency with group/individual life and health sales for three years. Soon thereafter, she became a Marketing and Sales Representative for a full-service brokerage agency supporting insurance agents in Georgia and Alabama specializing in individual/group healthcare benefits.
In 1998, she acquired her life, accident and sickness insurance licenseand became a Broker Sales Representative for BenefitMall and continued servicing agents/brokers new business sales and advising them on business growth and carrier liaison for those agents/brokers.
In 2003, she achieved the position of Broker Sales Executive before she met her future husband Ralph and moved to Valdosta, GA. She helped Ralph grow his group health accounts from 8 to 50 clients in 6-short years.
Kendall always strives to further her knowledge, service and expertise thus completing her Associate of Arts specializing in Information Technology on May 13, 2020.
Currently, she works alongside her husband Ralph as the Healthcare Specialist and Investment Support Associate in Waller Wealth Management. Ralph, Chris and Geoff are all Financial Advisors associated with Osaic Wealth, Inc.
Kendall looks forward to working with clients to build long lasting relationships. Her hobbies include fitness, nutrition and photography. She has two grown stepchildren and three grandchildren.
** Not Registered with Osaic Wealth, Inc.