Tom 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 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 BA 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 and charities, including Big Brothers Big Sisters, Union County Chamber of Commerce, and Community Care Train. Tom served on the UCO Board of Directors for six years, with two of those years acting as President. UCO provides meaningful employment for adults with disabilities. Tom stepped down from the board in March of 2019. He also served as an elected Union County Commissioner for 14 years.

Tom and Amy, his wife of more than 40 years, live in Marysville, Ohio, and have three children (Michael, Megan, and Matthew) and five grandchildren (Ben, Elizabeth, Liam, Amelia and Walter). 

Ryan, 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 the FINRA Series 7 and 66 securities registrations, as well as Ohio life, health, and annuity licenses. He has the Accredited Investment Fiduciary^® designation and passed the CFP^® examination in November 2011.

Ryan lives in Marysville, Ohio, with his wife, Kelly, and their five children.

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 rode 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); it 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!

Megan, a CERTIFIED FINANCIAL PLANNER™ professional and partner in McCarthy & Cox, joined McCarthy & Cox in 2017. Prior to joining McCarthy & Cox, Megan worked as a retirement specialist at Nationwide Insurance from 2010-2017. Megan holds the FINRA Series 6, 7, 63, and 65 securities registrations through Commonwealth Financial Network^® and is a licensed insurance agent in the state of Ohio. She earned her BS in business administration from Ashland University, where she graduated with honors, majoring in finance and minoring in political science. At Ashland, she was a member of the Eagle Elite Dance Team, Eagle Investment Group, and Ashbrook Scholar Program.

Megan has a passion for serving others. After college, she was a member of the AmeriCorps VISTA program and worked with the Cleveland Foodbank in northeast Ohio. In the past, she volunteered with Marysville Uptown Theatre, United Way of Union County, Alpha Phi Fraternity, and the Mid-Ohio Foodbank. Today, Megan serves as a board member of 2^nd Chances Thrift Store in Marysville. In her spare time, she enjoys thrifting, musical theatre, and spending time with her family.

Megan is the fifth generation of McCarthys to serve our community. Megan and her husband, Jarrod, along with their children, Eliza, Mia, and Walter, are proud to call Marysville home.

What is your favorite childhood memory?
I have many wonderful memories of growing up in Marysville, but if I had to choose just one it would be the joy of visiting my grandparents at McCarthy Pharmacy, where they served up warm cinnamon toast, ice cream sundaes, and cups of 5-cent coffee at the soda fountain. It was a community gathering place and it was fun to engage with the many regulars who frequented the drugstore.

What is your favorite family holiday tradition?
Christmas is my favorite! Growing up, my family taught us the importance of sharing our own gifts and blessings. For the past few years, we have participated in Besa’s Adopt a Senior event at Christmas in Columbus. Our daughters enjoy “helping Santa” shop for an individual so more of our neighbors can have a happy holiday.

Quinn joined McCarthy & Cox in January 2019. A graduate of Marysville High School, Quinn obtained his BS in business administration from the Ohio State University Fisher College of Business with a marketing specialization. Previously, he had been a production coordinator with Abercrombie & Fitch. Quinn holds the FINRA Series 7 and NASAA Series 66 securities and advisory registrations, Ohio life and health insurance license, and is an Accredited Investment Fiduciary^® and CERTIFIED FINANCIAL PLANNER™ professional.

Quinn enjoys spending time with his family, playing the guitar, and hitting the links whenever he has the time.

Quinn was born in Iowa but raised in Marysville from the age of 4. Quinn currently lives in Dublin with his wife, Sarah.

What is your favorite childhood memory?
I really enjoyed having the opportunity to swim competitively with three of my (six) brothers from ages 5 to 18. That experience really gave us a close, and often overly competitive, connection growing up.

What's your favorite activity to do locally and why?
My favorite local activity is golf since there are a plethora of courses to choose from in the Marysville area. It’s also a great excuse to spend time with family and friends!

Wesley joined the McCarthy & Cox family in June 2016. Prior to McCarthy & Cox, Wesley 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, North Carolina, as lead portfolio analyst in its Managed Accounts department.

Wesley holds the FINRA Series 4, 7, 24, 27, 53, 63, and 65 securities registrations through Commonwealth Financial Network^® and is a licensed insurance agent in the state of Ohio. He earned the prestigious Chartered Financial Analyst^® (CFA^®) designation in 2021, as well as the title of chief investment officer.

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

Wesley lives in the Delaware area with his two children, Savannah, and Samantha.

What is your favorite childhood memory?
When I was in elementary school, I rode the bus home to my grandparents’ house. My grandfather and I would throw the football every day, and he would always ask me how many girlfriends I had that day. In third grade, my highest number was 52.

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

• I’ve been to Walt Disney World 24 times
• I have artwork displayed in a North Carolina state museum
• I hold four state records in drug-free powerlifting

Diane has more than 35 years of experience 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 three grandchildren and lives in Marysville.

Trinna joined McCarthy & Cox in April 2016. Having attended school in Ohio (Buckeye Valley), she then spent the past 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 with a background in legal administration 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 time. 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.

Gabby joined McCarthy & Cox in 2023 as an advisor assistant. She has a BS in business administration specializing in finance from Bowling Green State University and has completed her Financial Paraplanner Qualified Professional™ certification. She lives in Marysville with her husband, Blain, and their two dogs, Luna and Sunny. She spends much of her free time reading, baking, shopping, and trying new coffee shops.

What is the best gift you have been given?
Salvation.

Does your family have a “motto”—spoken or unspoken?
Even if.

Ted joined McCarthy & Cox in November 2019 as an advisor assistant. With 20 years as a project manager and two MBAs: Ohio Christian University (Business Management) and DeVry Keller School of Management (Business Intelligence and Data Analysis), Ted brings years of organizational experience to the team.

Family is important to Ted, as he likes to spend time with his wife, Debbie, and their son and daughter, Davis and Halley. Currently, he serves North Lewisburg as mayor and on the leadership team at Bible Baptist Church in Marysville, where he leads the ministries of Fellow’s Fellowship, Seasoned Saints, and is Sunday school superintendent/junior church administrator. These leadership roles align well with our values at McCarthy & Cox. Ted enjoys spending time at his church in Marysville, appreciating the fellowship and the various opportunities to serve.

Does your family have a “motto”—spoken or unspoken?
God first, everything else will work itself out.

What are three things most people don’t know about you:
Former radio news director and on-air talent with various stations in Ohio and West Virginia. Has taught as an adjunct professor for various universities.

With more than 20 years of administrative experience, including human resources, policy development, and office management, Sheila brings a strong background and personable demeanor to her role as director of first impressions. She holds a BA in journalism from Western Kentucky University and an MA in Christian education/communications from Southern Baptist Theological Seminary. 
 
Sheila and her husband, Earl, truly love spending time with family and friends, but their grandson and granddaughter are the shining stars in their world. Sheila also enjoys time alone to rejuvenate and read or listen to mystery and fantasy books. She and Earl are planning new travel adventures for the two of them, but are still in negotiations for locations.

What is the best gift you have been given? 
My children are the absolute best gifts ever received—straight from heaven. 

What is your favorite childhood memory? 
My childhood was filled with family get-togethers for birthdays, holidays, and random Sunday afternoons. Most of these events, overflowing with food and laughter, were held at Mamaw and Papaw’s house. When the house got too full, we’d head to the front porch swing, climb some trees, or wander toward the barn or a small pond. I loved it when we stayed late enough for the fireflies to show themselves!