Join us in congratulating our new partners!
We are very excited to let you know of a major development.
As of January 1, Mark Finney and Megan McCarthy Collins have joined Tom, Jim and Ryan and become partners in the firm! The addition of young, talented, and ethical partners like Mark and Megan will help solidify our service commitment to you for years to come. Below are a few comments from each of our partners regarding the transition.
Tom: "Congratulations Mark & Megan! - I believe that our firm’s future is bright with opportunity and I look forward with anticipation to the many ways our firm will continue to evolve to better serve our clients."
Jim: "Congrats Mark & Megan! I am so proud to be your partner in creating the future of McCarthy & Cox, together we are going to make a real, positive difference in the lives of our clients and our community as a whole!"
Ryan: "Mark and Megan: I look forward to working alongside both of you as partners in our ongoing quest to bring practical, life-changing help and guidance to the families we serve. Congratulations!"
Mark: "I am honored to continue to serve our community and the families we work for to the best of my abilities."
Megan: "I am very excited to join McCarthy & Cox’s partners. With our commitment to service, our future as firm is bright. I am eager to continue the legacy established for our clients and community."
Please know, we have worked very hard over the past 20+ years to develop a brand that communicates professionalism, high ethical standards, and a specialty in Financial Planning for retirees, therefore we have no intention of changing the name of our firm from McCarthy & Cox.
Also - it is with great pride that we announce the promotion of Tony Dalton to Chief Operating Officer. Congratulations Tony! Under your leadership our firm will continue to thrive for years to come!