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

Christopher Krell, CFP®

Senior Partner

Chris is your primary relationship manager and is responsible for the ongoing execution of high-level financial planning and investment management duties for your account.

Chris also coordinates and oversees all of the members of your dedicated service team.

Please contact Chris or anyone on his team if you have any questions or would like to discuss any aspects of your financial plan.

Riley Saunders, CFP®

Financial Planning Specialist

Riley works closely with your dedicated advisory team to ensure all necessary planning and action items occur. He assists with reviewing investment allocations and preparing essential reports for the ongoing management of client accounts.

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.

Joshua RobeRts

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.

Arpine Jamjyan, FPQP™

Executive Assistant

Arpine provides administrative support and acts as a liaison to your advisory team to ensure clients receive the utmost care.

She assists with scheduling meetings and calls, as well as gathering important documents and other pertinent information prior to those meetings or calls.

Services available to you

As a Cassaday & Co. client, you have access to our in-house subject matter professionals and service offerings. To learn more about these services and how they may benefit you, reach out to your advisor.