Pricing

Log inSign up

Cassaday & Company

0 followers

‌

Ranked #1 Financial Advisor in Virginia by Barron's 6 of the last 7 years. Read more Independent Wealth ManagementA Culture of Excellence and IntegrityAlways Do

Industries

Consulting

Headquarters

McLean, United States

Employees

51-200

Links

Org chart

Stephan Q. Cassaday
Chairman & CEO

Stephan Q. Cassaday

Collapse
Allison Felix
President and COO, Principal
Ann Wagaman
Director of Client Services
Carmen Bississo
Director of Advanced Strategies
Christopher Krell
Principal
Christopher Young
Principal
Daven Foulk
Director of Business Process
Justin Harris
Principal
Linda Stewart
Chief Compliance Officer & Director of Client Services
Michelle Tigani
Marketing & Communications Manager
Rachel Boyell
Director of Investment Strategy & Operations
Sarah Mouser
Director of Financial Planning
Fpqp Lindsey Witchie
Chief Of Staff To The CEO
Cmfc Chad Cassaday
Director Of Information Technology
Cfp® Sarah Mouser Cts™, Ces™, Ccfs®, Ela™
Director Of Financial Planning
Fpqp Chelsea Miller
Director Of Onboarding Strategies

Teams

+7

Client Services

10 members

+6

Financial Planning

9 members

+3

Investment & Portfolio Management

6 members

+3

Leadership Team

6 members

+2

Directors

5 members

+1

Estate Planning Team

4 members

Similar companies

MetroStar Systems

1 follower

McKinsey & Company

492 followers

BCG

277 followers

Automatic Payroll Systems

2 followers

Guidehouse

15 followers

Signature Global

18 followers

FTI Consulting

10 followers

Advantage Solutions

10 followers

Tredence

7 followers

Freeman

6 followers

Coalfire

5 followers

Explore companies