Jeff Cashman is a founding Partner at Cashman Consulting, a seasoned voice of financial advisory services.
Principal Partner | Lead Advisor
Judy Cashman is a founding Partner with over 20 years of financial advisory experiences.
Principal Partner | VP of Retirement Plan Services
Megan Baumgartner is a Partner and owner of operations and excellent client experience.
Partner | Client Engagement Manager
Ryan Baumgartner is Chief Investment Officer, Partner and Registered Representative of Cashman Consulting.
Partner | Chief Investment Officer
Linda Wu is an experienced operations specialist specialized in individual wealth management.
Client Relationship Manager
Erik Reigle is a research and trend manager specializing in retirement and individual wealth management accounts.
Investment Research & Operations Analyst
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