Advisors at this firm
Charles H
CFP®, Series 63
Taylorville, IL
CSH Investment Management
Charles Henry is a CFP® with 28 years of industry experience. He has been with CSH Investment Management since 2014 and has longstanding roles at CSH Properties Inc. and H&R Block. In addition to his advisory work, he serves as president of CSH Holdings Inc., managing tax and accounting franchises. CSH Investment Management provides portfolio management and investment advisory services to individual clients, including high-net-worth households. The firm manages approximately $67.2 million in assets across about 290 client accounts and emphasizes fee transparency through detailed reporting.
Robbie J
Series 65, Series 66
Taylorville, IL
CSH Investment Management
Robbie Johnson is a financial advisor at CSH Investment Management with eight years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Tax Tech from 2016 to 2019. CSH Investment Management provides investment advisory and portfolio management services to individual clients, including high-net-worth households, managing approximately $67.2 million in assets across about 290 client accounts. The firm emphasizes fee transparency by documenting calculated fees on custodial statements and offering clients detailed itemized fee breakdowns upon request.