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
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.
Put something here about services, since all the rest of the people in meet the teams are represented by the services...
link to the new services pages / services pages can have team members listed and bios linked