MCCASH FINANCIAL GROUP - Key Persons
Christopher Neece, Financial Advisor, is an experienced and Registered Investment Advisor Representative (Series 65), Registered Representative (Series 7) and independent insurance agent offering products from some of the Nation's largest insurance companies.
Chris has been in the retirement and insurance industry since 2000 and spent a large part of his career as an advisor for institutional retirement plans and employer-based retiree healthcare trust accounts. After being diagnosed with cancer in 2018, Chris altered his primary focus to advising on insurance related issues based on his experience during his recovery. Now being cancer free, Chris is passionate about incorporating all of his experience to assist clients understand how their assets can work for them while using insurance planning to protect their wealth.
Chris's expertise in investment asset allocation strategies, insurance protection, retirement income planning and employee benefits 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 upon integrity and trust.
Chris and his wife, Laura, have been married over 20 years and reside in Pickerington, Ohio. They are proud parents of three wonderful children, and their dog Roxy. Chris and his family love spending time together, watching OSU football, baseball, traveling and outdoor activities. Our clients are encouraged to call or email Chris for assistance on any questions or issues.
Geoff McCash, Firm President, 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)*.
Kendall Waller, Healthcare Specialist**, has been the Account Manager at Waller Wealth Management since 2004. She began her career in the insurance industry in 1994 as an administrative assistant for an independent insurance agent and two associate agents. For three years, she assisted them and their clients with life insurance, group & individual health sales. In 1997, she became a Marketing & Sales Representative for a full-service brokerage agency focusing on servicing insurance agents with Group and Individual Health Products in the state of Georgia & Alabama. In 1998, she obtained her Life, Accident, and Sickness license. The small agency was acquired by BenefitMall in 1999 where she transitioned into a Broker Sales Representative position. She continued effectively servicing agents/brokers' new business group accounts and encouraging them to grow their clients' business by providing information on carrier administrative procedures, product availability, and the value each creates for the customer. In 2003, she briefly held the Broker Sales Executive position prior to moving to Valdosta where she began working alongside Ralph. She and Ralph grew his group health book from 8 accounts to around 50 in six years. Kendall recently went back to college and officially completed her degree on May 13, 2020 - Associate of Arts with a concentration in Information Technology. Kendall's expertise and most well-known attribute is her customer service skills. She strives to be the best when it comes to customer service issues, returning calls, and processing information timely.
She loves helping people and especially enjoys working side-by-side with husband, Ralph. She looks forward to working with you and building a lasting relationship. Her hobbies are fitness, nutrition, and photography. She has two grown step-daughters and three grandchildren. She and Ralph also share the love of their dog, Ace (a black & white Pomeranian).
Tracy Bell, Office Manager**, brings life insurance and twenty years of customer service experience to McCash Financial Group. Tracy is a graduate of Franklin University with a Bachelor of Science in Applied Communications and is an Ohio licensed life insurance, annuities and healthcare agent. As the Administrative Assistant to Geoffrey S. McCash, her mission is to give the utmost administrative support to clients as well as creating an efficient organized office for future growth.
A native of Columbus, Tracy resides near the heart of the downtown area with her spouse, Paul. Tracy enjoys cooking, fitness and spending time with her pets. Please feel free to contact Tracy for scheduling and other client service needs.