Firm Principal & Financial Advisor
Geoff McCash, Firm Principal, is an experienced and registered Investment Advisor Representative (Series 65), Registered Representative (Series 7, 6, 63) and independent insurance agent offering products from some of the Nation's largest insurance companies. He is a member of 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.