Matt Blunt, CFP®
Matt is your primary relationship manager and is responsible for the ongoing execution of high-level financial planning and investment management duties for your account.
Please contact Matt or anyone on his team if you have any questions or would like to discuss any aspects of your financial plan.
Nick Harris, CFP®, AEP®, CAP®, CRPC®
Nick has been with Cassaday & Co. since 2006. He coordinates and oversees all of the members of your dedicated service team.
Matt & Nick work in tandem with families, individuals, and nonprofit organizations to guide them through important life and financial decisions. By listening carefully to investors, engaging them in purposeful conversation, and educating them about their financial situations, they are dedicated to helping their clients achieve their long-term goals.
Tom Wagaman, FPQP™
Financial Planning Services Manager
Tom provides additional support to your advisory team. He helps coordinate the onboarding process for new client relationships, prepare for client meetings, and provide custom reports and analyses on a wide range of financial planning topics for clients.
Alex Bjornsen, FPQP™
Financial Planning Department Administrator
Alex acts as a liaison between you and your advisory team. He assists with client requests for information regarding client investments and handles the distribution of recurring portfolio reports. Alex also oversees the scheduling of client review meetings.
Senior Client Service Associate
Joshua is your dedicated Client Services associate. He assists clients with account or money transfers, opening new accounts, updating beneficiary information, address changes, and any other responsibilities associated with the maintenance of your accounts. Joshua keeps your dedicated advisory team informed of any important updates or changes.