Cassaday & Company

0 followers

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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

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Stephan Q. Cassaday

Chairman & CEO

Stephan Q. Cassaday

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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

Client Services

10 members

Financial Planning

9 members

Investment & Portfolio Management

6 members

Leadership Team

6 members

Directors

5 members

Estate Planning Team

4 members

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