Broker Check

Our Team

Geoff McCash, Firm Principal, 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)*.

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 two Shetland Sheepdogs, two retired show dogs named Hach SS Foxbody and Avery. Both Karen and Geoff love traveling, outdoor activities and attending auto shows and cruise-ins. Geoff is an avid postage stamp collector, lifetime member of the National Eagle Scout Association and is an active Ohio Freemason. 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. 

 

Tracy Bell, Office Manager**, 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 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.

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).

**Not registered with Woodbury Financial Services, Inc.