Geoffrey McCash
Firm Principal & Financial Advisor
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.