Cashman Consulting Team photo

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 | Retirement Plan Specialist
photo of Megan Baumgartner
Megan Baumgartner is the 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 Colby Cashman
Colby Cashman is the relationship manager for the various platform providers Cashman Consulting uses for company Retirement Plans.
Associate
photo of Erik Reigle
Erik Reigle is a research and trend manager specializing in retirement and individual wealth management accounts.
Investment Research & Operations Analyst
photo of Leta Phitsanoukane
Leta Phitsanoukane is the Office Coordinator and always provides a friendly face to the customer
Office Coordinator