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

Photo of Jeffrey N. Cashman
Jeff Cashman is a Principal Partner and a seasoned voice of financial advisory services.
Principal Partner | CEO
photo of Judy Cashman
Judy Cashman is a Principal Partner with over 20 years of financial advisory experiences.
Principal Partner
photo of Megan Baumgartner
Megan Baumgartner is a Partner and owner of operations and excellent client experience.
Partner | Client Relationship Manager
Photo of Ryan Baumgartner, AIF®
Ryan Baumgartner is a Partner, Chief Investment Officer, and LPL Registered Representative of Cashman Consulting.
Partner
Photo of Linda Wu
Linda Wu is an experienced Client Relationship Manager specialized in individual wealth management.
Client Relationship Manager
photo of Erik Reigle
Erik Reigle is an Operations Analyst performing research and trends. He specializes in retirement and individual wealth management accounts.
Operations Analyst
christina lee
Christina Lee is a Client Services Associate that loves to collaborate with Cashman Consultant clientele.
Client Services Associate
Matthew D. Krows is a Partner and Wealth Advisor with over 13 years in the financial services industry.
PARTNER | WEALTH ADVISOR
Dee Jacobs is a Partner and  Director of Retirement Plan Services. She has over 20+ years in the retirement plan industry.
PARTNER | DIRECTOR OF RETIREMENT PLAN SERVICES