Broker Check

Our Team

Geoff McCash, Firm Principal, is an experienced and FINRA registered Investment Advisor Representative (Series 65), Registered Representative (Series 7, 6, 63) and independent insurance agent representing the top companies in the financial services industry. He is a member of National Association of Insurance and Financial Advisors (NAIFA)*, Million Dollar Round Table (MDRT)* and the Financial Services Institute (FSI)*.

Geoff's expertise in investment asset allocation strategies, insurance protection and retirement income planning, 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 on integrity and trust.

Geoff and his wife, Karen, reside in Galena, Ohio and are proud parents of our pet cat Meesha and our Shetland Sheepdog, Shelby CobraJet. Both Karen and Geoff love traveling, outdoor activities and attending auto shows and cruise-ins. Geoff is an avid postage stamp collector.

Our clients are encouraged to call or email Geoff for assistance on any questions or issues.

 No investment strategy can guarantee a profit or protect against a loss.

*The Financial Services Institute (FSI) is the only organization that represents the interests of the independent financial advisor. For more information about FSI, visit www.financialservices.org. NAIFA award is based upon sales generated by advisors specializing in Life & Annuities & Investments, Health & Employee Benefits, multiline sales or any combination and who have met the adherence to the NAIFA code of ethics, and service to the industry associations. Advisors are also evaluated on professionalism through education and earned designations. Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.

 

Tracy Bell, Administrative Assistant1, brings life insurance and twenty years of customer service experience to Marino & McCash, LLC. 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 partner, Paul. Tracy enjoys cooking, fitness and spending time with her pets. Please feel free to contact Tracy for scheduling and other client service needs.

 

Darla Dailey, Receptionist1, is an experienced receptionist for the firm since 2012, specifically working with our Administrative Assistant. In addition, Darla handles other office duties for our in-house CPA firm, Marino & Company CPA. Please feel free to contact Darla for any additional information about the firms.


 1Not registered with Woodbury Financial Services