MEET YOUR TEAM

As a Cassaday & Company, Inc. client you have an entire team of professionals dedicated to your financial plan.

Your Advisor

Adam Huke, CFP®, CMFC®, CIMA®

Senior Vice President

Adam’s primary role is to be your relationship manager. He coordinates and oversees all of the members of your advisory team. Adam is also responsible for the ongoing execution of high-level financial planning and investment management duties for your account.

Please contact Adam if you have any questions or if you would like to discuss your financial plan.

Your Team

Director of Client Services
Director of Client Services & Chief Compliance Officer

Client Services

Your Client Services representative is responsible for administrative maintenance of your account(s) and can assist you with any inquiries you might have about them.

Contact your CS representative at cs@cassaday.com to request funds from your accounts, update your beneficiary information, change your address, or for any other account management needs.

Chad Cassaday, CMFC®

Director of Information Technology

Chad is your primary contact for online access support and can assist with other technical needs surrounding your interaction with Cassaday & Company, Inc.

Additionally, Chad creates and prepares many of the portfolio reports. These reports can be customized upon request.

To contact Chad and our technology team, please click here.

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