Our Team

Our Team

Tom McCarthy, CFP®

Tom McCarthy is a well-known CERTIFIED FINANCIAL PLANNER™ professional in Central Ohio who specializes in retirement and estate planning issues for mature adults. Tom created what is now MCCarthy & Cox in 1998 to help clients link their faith, values, and finances through objective, comprehensive financial planning. Tom focuses his practice on those who are committed to improving their financial situation and to realizing the life goals to which God has called them.

Tom is a lifelong resident of Union County, Ohio, where he graduated valedictorian at Marysville High School, class of 1976. He graduated summa cum laude with a Bachelor of Arts degree from Capital University in 1980, majoring in economics and political science. In addition to having the CFP® certification, Tom is also an investment adviser representative affiliated with Commonwealth Financial Network and a member of the National Financial Planning Association.  

Tom is very active in our community.  Over the years, he has volunteered hundreds of hours to a number of different committees & charities including Big Brothers/Big Sisters, Union County Chamber of Commerce and Community Care Train.  Most recently, Tom was President of the UCO Board which provides meaningful employment for adults with disabilities as well as serving fourteen years as an elected Union County Commissioner.

Tom and Amy, his wife of more than 34 years, live in Marysville and have three children (Michael, Megan & Matthew) and 3 grandchildren- Ben, Elizabeth & Liam.

James B. Cox, CFP®, AIF®

Jim Cox, a CERTIFIED FINANCIAL PLANNER™ practitioner and Accredited Investment Fiduciary® joined Tom in 2003. Prior to joining MCCarthy & Cox, Jim was a financial advisor with Merrill Lynch in downtown Columbus, Ohio. Before that, Jim was a lead real time commodities trader for American Electric Power, where he managed more than 20 individual traders. Jim has his FINRA Series 7 and 66 securities registrations and is a fully licensed securities and insurance agent in the state of Ohio. Jim is an Investment Adviser Representative affiliated with Commonwealth Financial Network® and a member of the National Financial Planning Association.

Jim, a graduate of Bowling Green State University, is very active in our community. He is the current president of the Board of Directors for the Union County Foundation and has served as a trustee for the past five years. Previously, Jim was on the board of the United Way of Union County where he served as both campaign chair and president of its Board of Directors. In addition, Jim is a past president of the Marysville Uptown Renewal Team and is a graduate of the Union County Ohio Leadership Society.  Jim has been quoted and sourced for numerous articles in the Columbus Dispatch and the Marysville Journal Tribune and was the featured financial planner in the October 2008 issue of Columbus CEO magazine exposè regarding retirement planning.

Jim and his wife (Faye, of Schulze, Howard & Cox law firm in Marysville), son (Kaleb James), and daughter (Caroline Elizaveta) live in Marysville.

Does your family have a "motto" - spoken or unspoken?
“Nothing in this world can take the place of persistence. Talent will not: nothing is more common than unsuccessful men with talent. Genius will not; unrewarded genius is almost a proverb. Education will not: the world is full of educated derelicts. Persistence and determination alone are omnipotent.”
                                                                                                               — Calvin Coolidge

What was your first job?
I got a paper route of 90 homes when I was 8 years old. The age requirement was 10 but I was tall for my age!

Ryan Mickelson, CFP®

Ryan Mickelson, a CERTIFIED FINANCIAL PLANNER™ professional, joined the McCarthy & Cox family in September 2009. Prior to joining McCarthy & Cox, Ryan worked as an associate financial advisor at Ameriprise Financial for three years. He was a National Merit finalist and graduated from Ball State University with a BS in business administration. Ryan holds FINRA Series 7 and 66 securities registrations as well as Ohio life, health, and annuity licenses. He has the Accredited Investment Fiduciary® (AIF®) designation and passed the CFP® examination in November 2011.

Ryan lives with his wife, Kelly; son, Parker; and daughter, Avery, in Marysville.

What is your favorite childhood memory?
Spending time out on my grandparents’ farm in northwest Iowa; exploring the huge barn, playing baseball and croquet in the yard with my cousins, watching Andy Griffith reruns when we’d come inside, eating Grandma Ruth’s incredible apple dumplings, and making hundreds of laps up and down the long gravel lane on the same old bikes my dad and his brothers had ridden when they were kids.

What are three things that most people don't know about you?

  • My current hobby is collecting and restoring fountain pens from the 1920s-1970s. I also accumulate loads of paper, ink, wax seals, and other items related to personal correspondence because I find these old ways of communicating so fun.

  • My dream hobby is falconry (hunting with a hawk or falcon); has been an interest since I read My Side of the Mountain as a kid. Time-wise it’s not realistic right now but someday…

  • If I had to name a favorite author it would be Ernest Hemingway. I love his books, but his life and breadth of experience are just as fascinating. A flawed man, for sure, but talk about somebody who squeezed every last drop out of life!

Mark Finney, CRPC®, CFP®

Mark Finney, a Chartered Retirement Planning CounselorSM, joined MCCarthy & Cox in October 2015. Mark has been in the industry for more than 10 years and has worked for PNC Investments as a financial advisor, Transamerica Capital as Regionaodnichak-resized_1481734604.jpg

Becky Anway

Client Communications Director

Becky Anway joined McCarthy & Cox in May of 2013 as our client communications director. She coordinates our client events, advertising, and client communications and helps out at the front desk as needed.

An agricultural communications graduate from Ohio State University, Becky has more than 20 years of experience in agricultural media and communications. Becky’s background includes corporate communication, event planning, social media, corporate identity development, photography, and marketing campaigns.

Becky and her husband, Chris, have one daughter, Rylea Rose, and live in Champaign County. The family is involved in 4-H and FFA and Becky is also active with other youth and community organizations.

What is your favorite childhood memory?
Spending time on the farm with family. From dawn to dusk we would be hiking in the woods and playing in the creek. We would only come in when the dinner bell rang.

What's your favorite activity to do locally and why?
Love going to Grimes Airfield for breakfast and watching the planes come in. Lunch at Teabaggers in Urbana where they treat us like family every visit. And of course, the Champaign County Fair!!

Brenda Vollrath

Client Relationship Manager

Brenda Vollrath came to work at MCCarthy & Cox in June 2007. She has administrative assistant experience with the Union County court system and Emerald Crossings.

Brenda will be your first line of contact as she greets all clients upon arrival. Brenda also provides administrative support for the entire office staff.

Brenda was born and raised in Marysville and lives there with her two sons.

What's your favorite activity to do locally and why?
Listening to local bands with good friends, good food, and lots of laughter. Why? There are a lot of great local bands out there and I enjoy listening to them; it's very relaxing and a stress reliever.

What is the best gift you have been given?
My kids (gift from God).

Diane Hutson

Practice Manager

Diane Hutson has more than 20 years in the financial services industry and joined McCarthy & Cox in 2006 as practice manager. Prior to joining McCarthy & Cox, Diane worked for Smith Barney and Edward Jones in the brokerage services field. Diane holds FINRA Series 7, 24, and 63 securities registrations and is licensed in the state of Ohio for life, health, accident, and annuities insurances.

Diane was recognized at Commonwealth Financial Network's Assist U Symposium in Waltham, Massachusetts, as the 2007 Nationwide Staff Member of the Year.

Diane has two children and lives in Marysville.

Amanda Dennis

Receptionist

Amanda Dennis joined McCarthy & Cox in April 2014 as our receptionist. Amanda greets clients and acts as our reception area hostess. She is primarily responsible for scheduling appointments and appointment reminders. She also helps with various interoffice projects and marketing preparation.

Born and raised in Marysville, Amanda is studying to receive her associate's degree in business administration/finance. Prior to McCarthy & Cox, she worked in the Emergency Department at Memorial Hospital of Union County as a patient representative.

Amanda lives in Marysville with her four boys (Damon, Coby, Alan, and Braxton) and her fiancée, Don. She enjoys reading and baking delectable desserts in her spare time.

Favorite saying/quote:
"Treat people the way you want to be treated."

What are three things most people don't know about you?

  1. I graduated high school when I was 16.

  2. I’m deathly afraid of spiders… and moths… and basically every other insect that exists.

  3. I have never once been on an airplane. And I don’t plan on it!

Mindy Henson

Bookkeeper

Mindy Henson joined McCarthy & Cox in May 2015 as our bookkeeper. She is responsible of all accounts payable/receivables for the office. Mindy also provides administrative support for the office as needed.

Mindy has more than 10 years of bookkeeping experience and most recently worked at Marmon Valley Farm. Mindy homeschooled both of her children from kindergarten through high school and considers that her “first” career.

Mindy lives in North Lewisburg with her husband, Brian, and two children, Amanda and Zack. She has been involved for numerous years in 4-H, Girl Scouts, church ladies’ group, and Bible study. Mindy taught math and science classes in local Homeschool Co-op------WebKitFormBoundaryyApTvoEbnhIONJGC Content-Disposition: form-data; name="title" Our Team

Adam Hodnichak

Client Relationship Manager & Advisor Assistant

Adam joined McCarthy & Cox in March, 2016 as a Client Relationship Manager & Advisor Assistant. He has more than 5 years’ client relationship experience as a software solutions specialists with Dell Software. Adam also provides tech support for the office as needed.

Adam was Captain of the swim team at St. Vincent College in Latrobe, PA where he earned his BS in Business Marketing. He has also earned his Eagle Scout rank from Troop 634 Marysville, OH. In his spare time, Adam enjoys reading, swimming and running.

Adam was born in Orange County Florida, but was raised in Marysville. He and his girlfriend, Kimberly, share their home with Tika, a Union County Humane Society rescue and Chance, a golden retriever.

What is the best gift you have been given?
A toolbox full of tools from my Dad for Christmas

Does your family have a “motto”?
“Can’t never could cause can’t never tried.”

Trinna Wilkes

Bookkeeper

Trinna joined McCarthy & Cox in the April 2016. Having attended school in Ohio (Buckeye Valley), she spent the prior 35 years in North Carolina. Trinna returned to Ohio to help care for her parents and decided to remain in the Buckeye State.

Trinna comes to us from a background in Legal Administration and Collections and attended The Ohio State University, Otterbein University, North Carolina State University and Meredith College.

Traveling, hiking, gardening, enjoying nature and spending time with friends are among her favorite things to do in her leisure. Trinna lives in Delaware County.

Three things most people don’t know about me:

  • I like roller coasters
  • I play the violin
  • I used to compete in figure skating.

What is the best gift you have been given?
Salvation

Wes Bean

Director of Investments

Wes Bean joined the McCarthy & Cox family as Director of Investments in June 2016. Prior to McCarthy and Cox, Wes spent more than 12 years with Nationwide Securities, most recently serving as the Director of Suitability and Trading. He also has experience with Carroll Financial Associates in Charlotte, NC, as the Lead Portfolio Analyst of their Managed Accounts Department.

Wes holds the Series 4, 7, 24, 27, 51, 53, 63 and 65 registrations through Commonwealth Financial Network, and is a licensed insurance agent in the State of Ohio. He has passed Level I of the Chartered Financial Analyst Exam.

Wes was born in North Carolina and moved to Ohio in 2010. He earned his Bachelor’s degree from Catawba College in Salisbury, NC, and his MBA from East Carolina University in Greenville, NC.

Wes is active in his community. He is active with OYAA athletics, coaching soccer teams a number of years. He is also an active volunteer at the Mid-Ohio Food Bank and Furniture Bank of Central Ohio.

Wes and Jennifer, his wife of 15 years, live in Delaware, OH, and have two children, Savannah and Samantha.

What is your favorite childhood memory?
When I was in elementary school, I rode the bus home to my grandparent’s house. My grandfather and I would throw the football every day, and he would always ask me how many girlfriends I had that day. The most I remember having at one time was 52 when I was in third grade.

What are three things most people don’t know about you?

  • I am a huge New Kids on the Block Fan – I’ve been to too many boy band concerts to list…
  • I have artwork displayed in a North Carolina state museum
  • I hold four state records in drug-free powerlifting

Tony Dalton

Vice President of Talent & Operations

Tony Dalton, a FSCP®, LUTCF® joined McCarthy & Cox in May 2017 as the Vice President of Talent & Operations. Tony has been in the industry for more than 26 years and most recently worked for MetLife in Charlotte, North Carolina. Tony holds his Series 6, Series 7, Series 24, Life & Health, Property & Casualty and Variable Product licenses.

Tony has a B.B.A. Management & B.B.A. Marketing from Valdosta State University. Tony is a certified Lay Speaker and enjoys delivering the message (sermon) at a church whenever the opportunity presents itself. Within the community he is involved with the Walk to Emmaus organization and his church. In his free time, he enjoys cycling, hiking and spending time with his family.

Tony and his wife, Caryn, were married in 2002 and have three children, Chelsey, Emma Lita, and Seth. They recently moved back to Marysville after being in the North Carolina for 3 years.

What is the best gift you have been given?
My family gave me a tissue box labeled The Box of Sweet Things filled with small slips of folded paper with sweet endings to the phrases “I love you because…. / I like you because … I like how …”.

What is your favorite childhood memory?
One of many is related to something with my Mother. At night just before bedtime, she would rub Jergens Lotion on her hands. Then she would take my hands in hers and rub the extra (which she always seemed to have) on each of my hands. I can remember that bottle and the way it smelled along with my hands wrapped in in hers like it was yesterday. My kids know this story and now they ask me to do the same for them … legacy happens in many forms!

Megan McCarthy Collins

Client Relationship Manager & Advisor Assistant

Megan McCarthy Collins joined McCarthy & Cox in September 2017 as a Client Relationship Manager & Advisor Assistant. Prior to McCarthy & Cox, Megan spent more than 7 years with Nationwide Retirement Solutions, most recently serving as a Retirement Specialist. She assisted public employees prepare for retirement and was a member of her department’s leadership team.

Megan holds the Series 6, 63 and 65 registrations through Commonwealth Financial Network, and is a licensed insurance agent in the state of Ohio.

Megan was born and raised in Marysville. She earned her Bachelor of Science degree in Business Administration from Ashland University where she graduated Cum Laude with a major in Finance and minor in Political Science.

After college, Megan was a member of AmeriCorps VISTA program serving with the Cleveland Foodbank in northeast Ohio. She was a volunteer with Alpha Phi Fraternity for 6 years and the Mid-Ohio Foodbank. In her spare time, she enjoys dancing, reading, traveling, and spending time with her family.

Megan lives in Marysville with her husband, Jarrod, and daughter Elizabeth, and they are expecting their second child in early 2018.

What is your favorite childhood memory? I remember the joy of visiting my grandparents at McCarthy Pharmacy. Sharing toast at the fountain and saying hello to everyone always made the best visits.

What is your favorite family holiday tradition? Baking with my girlfriends around the holidays. We make a variety of treats and the tradition has evolved as our families grow.