Meet Your Team

Finances can be complex and challenging at times. Cashman Consulting understands that you are working toward your long term financial goals every day.

The team at Cashman Consulting is here to partner with you to navigate those times as you establish, grow and scale your financial future.

Check the background of this investment professional on FINRA’s BrokerCheck » – See more at: http://brokercheck.finra.org

Photo of Jeffrey N. Cashman
Jeff Cashman is a founding Partner at Cashman Consulting, a seasoned voice of financial advisory services.
Principal Partner | Lead Advisor
photo of Judy Cashman
Judy Cashman is a founding Partner with over 20 years of financial advisory experiences.
Principal Partner | VP of Retirement Plan Services
photo of Megan Baumgartner
Megan Baumgartner is a Partner and owner of operations and excellent client experience.
Partner | Client Engagement Manager
Photo of Ryan Baumgartner, AIF®
Ryan Baumgartner is Chief Investment Officer, Partner and Registered Representative of Cashman Consulting.
Partner | Chief Investment Officer
Photo of Linda Wu
Linda Wu is an experienced operations specialist specialized in individual wealth management.
Client Relationship Manager
photo of Erik Reigle
Erik Reigle is a research and trend manager specializing in retirement and individual wealth management accounts.
Investment Research & Operations Analyst
christina lee
Christina Lee is a financial associate that loves to collaborate with her clients.
Financial Associate
siobahn cutone
Siobhan Cutone is often the first member of the team clients meet on the phone and in person in our office.
Office Coordinator
Matthew D. Krows is Lead Advisor and Partner with over 13 years in the financial services industry.
PARTNER | LEAD ADVISOR
Dee Jacobs is the Director of Retirement Plan Services and Partner with over 20 years in the retirement plan industry.
PARTNER | DIRECTOR OF RETIREMENT PLAN SERVICES