Office Location: Grove City

  • Dave Cashdollar

    Dave joins Confluence Financial Partners with more than 40 years of experience in serving clients as the Founder of Cashdollar & Associates. The focal point of Dave’s career has been to serve multi-generations of families and to be a firm where associates can learn and grow.

    Dave understands that each client is unique and he finds joy in being a problem solver for their needs and goals. He finds fulfilment in serving multi-generations of families – some of which have spanned 4 generations. He looks forward to continuing to serve clients at Confluence.

    He holds of B.A. in Education from Grove City College and a Masters of Education from Slippery Rock University. Dave holds the CERTIFIED FINANCIAL PLANNER™ certification, which he earned in 1983. He has been a member of The American Funds Advisory Council for 33 years.

    Dave cares deeply about his community and has served in various roles with the YMCA, Chamber of Commerce, and Mercer County Industrial Development. Currently, Dave is a Trustee of Grove City College and has served at his church, Tower Presbyterian Church, as Deacon, Elder, and Trustee.

    Dave and his wife, Kathleen, reside in Grove City. The couple enjoys spending time with their family, especially being involved in their grandchildren’s athletic activities.

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  • Tim Cashdollar

    Tim joins Confluence Financial Partners with over 20 years of experience in the financial services industry. Most recently, Tim served as a financial advisor at Cashdollar & Associates, where he guided clients in developing their financial plans and managing their portfolios. Prior to Cashdollar & Associates, Tim was a Regional Vice President with John Hancock Financial. Tim holds the Certified Retirement Counselor® designation.

    Tim and his family live in Valencia, PA.

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  • Eric Montgomery

    Eric joins Confluence Financial Partners with 12 years of experience in the financial services industry, most recently as a Financial Advisor with Cashdollar & Associates where he worked with clients in managing their wealth. Eric began his career at Mercer County Bank and Hill Barth & King before joining Cashdollar & Associates in 2018.

    He graduated from Grove City College with a degree in Business Management and holds the CERTIFIED FINANCIAL PLANNER™ certification.

    As Eric grew up, he learned valuable life lessons like hard work and sacrifice while working at his family’s business, a hometown hardware store. Working in the business gave him an appreciation for helping people make the most of what they had, identifying goals and objectives, and watching them work towards the life they envisioned for themselves and their families. Understanding how hard clients have worked for what they have has made it easy and enjoyable for Eric to connect with them.

    Eric and his family reside in Jackson Center where he volunteers his time as Treasurer of the borough as well as the local fire department. He is also a board member of the local Chamber of Commerce.

    Eric, his wife, and daughter enjoy spending time together going on camping trips. The family attends Victory Family Church.

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  • Sophia Hudson

    Sophia’s passion to serve clients in the financial service industry developed at a young age as she was exposed to discussions with her family’s financial planner. As the years went on, Sophia’s understanding of how financial peace of mind and the power of wealth creation can impact one’s life and family’s life grew and directed her to a career in the financial services industry.

    Sophia attended Lafayette College and earned a Bachelor of Arts in Economics. While at Lafayette, she was a member of the Women’s Soccer Program, serving as captain her senior year, and earned Lafayette’s Certificate in Financial Policy and Analysis. Sophia was an intern at Confluence, earned her Certificate of Financial Planning from Boston University and holds the CERTIFIED FINANCIAL PLANNER™ certification. Currently, she serves as a Associate Wealth Manager on the Cashdollar Team where she utilizes her financial planning and interpersonal skills working with clients and their families. She has spent significant time with the Investment Advisory and Wealth Planning Teams and currently sits on the Investment Advisory Committee.

    Sophia is a member of Northway Christian Community Church. Outside of the office, she enjoys working out, playing the occasional game of pick-up soccer, and taking on home renovation projects within her Oakmont residence.

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  • Randy Holcombe

    The opportunity to make a positive difference in people’s lives is why Randy chose a career in wealth management. He is passionate about helping his clients achieve their goals and cut through the constant noise of the day-to-day financial markets.

    Randy has built relationships as a trusted advisor to his clients through his work ethic, diligence, and attention to detail. Prior to joining the Confluence team, Randy gathered experience as an equity analyst for Motley Fool and Seeking Alpha. He earned his finance degree with honors from Grove City College.

    Outside the office, Randy enjoys spending time with his family and being outside as much as possible. An avid hockey fan, this Wisconsin native can often be found at the Pens game or playing hockey at a local rink. Randy lives with his wife, Melanie, and their three children in Ross Township. The family attends New Community Church.

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