Neighbors & Advisors
About Cochrell Financial
Ross Cochrell grew up on a farm in Burbank, Ohio that was founded by his ancestors in 1840 and still thrives today. He is proud of his heritage and enjoys living in this community, where he crosses paths with many of his clients. Sometimes in his office or their homes. Other times more casually at community events, stores and restaurants, and at worship.
Growing up on the farm, Ross knows first hand the planning and patience that goes into planting and harvesting a successful crop. He also knows that the same planning and patience goes into a sound investment strategy. Some seasons produce more than others, but a smart, long-term plan produces a consistent, reliable yield.
Ross Cochrell founded his firm in 2011 to break new ground in his own way. Cochrell Financial offers the area an independent financial advisor with community roots and the promise to provide personalized and targeted investment options.
Just as we want to learn all about your goals, we welcome you to Cochrell Financial to meet our team. Learn about who we are.
Understand what we value.
Ross Cochrell, CRPS
Financial advice by land, air, and sea. FAA licensed private pilot and namesake of Cochrell Financial, Ross Cochrell provides a comprehensive, client-focused approach to financial planning. Ross holds a degree in finance from Malone University and MBA with a certification in financial planning from Boston University. Ross draws from his time at National City Bank and later PNC to recommend programs that encompass each client’s financial goals, time frames and risk tolerance. Ross’s sense of community goes well beyond the office walls where he serves as President of the Wayne County Public Library Board of Trustees and regularly attends Grace Baptist Church. If you see Ross, ask him where he and his wife, Megan, have traveled on their latest adventure.
Client Relations Manager
With a background in youth ministry, public relations and coming from a big family, Caitlin Cannon knows firsthand how important communication truly is. She is a proud graduate of Saint Vincent College with degrees in Theology and Communication. Caitlin enjoys meeting new people, making them smile and developing a genuine relationship with them to ensure the best care possible. When she is not taking care of our clients, Caitlin is either rooting on the Pittsburgh Pirates, visiting family, attending Sacred Heart Parish or on an adventure with her husband, John.
From simple account changes to new client onboarding, Mallory is responsible for leading company operations and support programs that positively impact the client experience. She works in tandem with our client services team to ensure the timely processing of all client information and materials. Leaning on her 10 years of experience in the banking industry, Mallory brings sound knowledge of legal regulations, ethical practices, and standards in the ever changing compliance landscape of the financial services industry. Outside of the office, Mallory enjoys spending time with her family and is active in her local church. Some of her favorites include outdoor adventures with her husband and three children and shopping with her sisters.
Tell us about the life you want
We’ll create the plan to help get you there.