The Cash Financial Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Meet Our Team
Robin has been in the financial services industry since 2000 and has a true passion for helping others. Robin is also an Investment Advisor Representative with AlphaStar Capital Management. As an IAR she is held to a fiduciary standard which requires her to put her client’s needs and best interests above all else.
When Robin isn’t spending time with her clients, she enjoys uplifting her community in various methods of volunteer work such as delivering meals to the less fortunate. Robin is an active member of Mt. Olive Brethren Church where she serves as a Deaconess, member of the Women’s Prayer team, and music leader. She also spends lots of time with her husband, Wes, traveling, exploring the Shenandoah Valley, where she was born and raised, and spending time with her three grown daughters and grandchildren.
Office Manager/Insurance Agent
Amy is currently the Office Manager as well as a licensed agent with Cash Financial LLC. She obtained her Health, Life and Annuities license in 2002. In addition to her daily office tasks, she assists in preparation of materials for meetings with clients, assembles packets and materials for dinner seminars, assists with the application processing, makes courtesy appointment reminder calls, prepares binders for clients upon finalization of policies/contracts just to name a few. She has a passion for helping others and strives to make a difference in other’s lives.
Amy is married, has one son and a Bull Mastiff. In her spare time, she enjoys wreath making, crafting, and spending time with family and friends.
Insurance Agent / Compliance / Marketing
Michele (Shelly) has been Life and Annuity licensed since 2005. She enjoys focusing on helping others prepare for retirement at different stages of their lives. In the office, she works on policy tracking from start to finish, application processing, social media preparedness, compliance, and marketing.
Shelly lives in Waynesboro with her husband, BJ, and their daughter Bailee. In her free time, she enjoys exercising, gardening, spending time with family and especially watching her daughter bowl.
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Tony Parish, CFA®, CQF
Chief Investment Officer at Alphastar
Tony joined Alphastar as Chief Investment Officer in April 2019, acting as Chair of the Investment Committee and overseeing and guiding Alphastar’s investment policies, money manager partnerships, and portfolio model offerings.
Tony brings a wealth of experience to the Alphastar team, most recently having worked with Sage Advisory Services in Austin, TX as the Director of Quantitative Strategies; helping manage multiple objective-based investment strategies and serving on the firm’s Investment Committee, providing input on ~$12.5 billion of AUM. Previously, Tony worked in product development and analytics with Deutsche Asset Management, Credit Suisse, and OppenheimerFunds in New York City. He is passionate about working on financial data science projects (yes, really), and he specializes in quantitative modeling of multi-asset portfolios. Before moving to portfolio management, Tony began his career as a financial journalist, leading an editorial team for Investor Relations Magazine.
Tony is a Chartered Financial Analyst (CFA®) and holds a Certificate in Quantitative Finance (CQF). He earned his MBA, with a concentration in Finance, from Fordham University in New York, a Certificate in Data Science from the University of Washington, and a BFA from Concordia University in Montreal.
His favorite activities include movie-watching with his wife Bethany and son Robert, as well as recording buttery R&B bass tracks with his Rickenbacker bass.
Chief Investment Officer
Jaren Kiser, CFP®
VP – Advisor Consulting at Alphastar
Jaren Kiser, CFP®
Jaren holds the CERTIFIED FINANCIAL PLANNER™ certification as well as a Bachelor of Science in Electrical Engineering from North Carolina State University in Raleigh, NC. His diverse history of sales, financial planning and business ownership lends a wealth of experience and expertise to Alphastar and our advisor teams.
Outside of his professional life, Jaren enjoys spending time with his family and his church. He is also an avid reader and fitness enthusiast who enjoys running, working out and being active.
How Can We Help You Today?
Cash Financial LLC
53 Three C Ln
Fishersville, VA 22939
Phone: (540) 241-0659
Mon – Fri: 10:00AM – 5:00PM