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

Stephan Cassaday, CFP®, CFS

Founder, Chairman & CEO

After 16 years at several major New York Stock Exchange member firms, Steve Cassaday abandoned the Wall Street model and founded Cassaday & Company, Inc., in 1993. His vision: to provide objective guidance to individuals and families seeking advice about their financial situations, to do so with the highest levels of honesty, integrity, and overall excellence possible, and to provide faultless quality and courteous service – at a reasonable price.

Steve always welcomes your questions, comments, or suggestions. You can contact Steve here.

Linda Stewart

Chief Compliance Officer & Director of Client Services

Linda is responsible for handling the high-level administrative responsibilities associated with the maintenance of your account. She addresses your inquiries and maintains the flow of information between you and your financial planning team.

Contact Linda to request funds from your accounts, update your beneficiary information, change your address, or for any other administrative needs.

Director of Financial Planning

Sarah partners with your advisor to develop comprehensive financial planning analyses. Sarah and her department provide guidance on retirement planning, tax related questions, Social Security income strategies, college funding needs, employee benefits questions, and anything else related to your unique financial planning needs.

If your advisor is unavailable, you may contact Sarah directly with questions about your financial plan.

Carmen Bississo, CIMA®, AIF®, CLTC, CAS®, CFS®

Director of Advanced Strategies

The Advanced Strategies department, led by Carmen, carefully monitors the ever-changing annuity and insurance landscape to provide you with the most current information to help you make informed decisions.

Carmen and her team provide insurance and annuity policy reviews, assist with service needs, provide claim assistance irrespective of whether or not we sold you the contract, and will perform a complimentary audit of your current insurance to ensure adequate coverage. If you have insurance policies through work, they are also happy to discuss your insurance options upon retirement.

Jessica Marchegiano, Esq.

Director of Estate Planning Strategies

Jessica is one of our in-house estate planning attorneys. She works with your advisor and Cassaday subject matter experts to make sure your estate plan is up to date, comprehensive, and reflects the industry’s leading-edge best practices. Her focus is to provide you with peace of mind through carefully crafted plans that ensure the legacy you envision becomes a reality.

Contact your advisor with questions regarding your estate planning needs to engage Jessica’s assistance.

Ben Dorsey, CPA/PFS, CFP®, CDFA™, MST

Director of Tax Planning Strategies

Ben works collaboratively with your advisor to plan, analyze, and implement tax-efficient strategies that align with your overall financial goals.

While he does not prepare tax returns for our clients, his focus on best-practice tax strategies allows Cassaday & Company, Inc. to provide up-to-date, congruent advice pursuant to your integrated, comprehensive wealth management plan.

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.

Chelsea Miller, FPQP™

Director of Onboarding

Chelsea works with your financial planning team to develop a consolidation plan and will oversee your transition to Cassaday & Company, Inc.

Her team will initiate the asset transfer process and manage this transfer to ensure a seamless transition.