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 Advisor
Riley works alongside Chris in a dedicated capacity to assist with any of your investment and financial planning needs.
He works in tandem with Chris on all matters related to your accounts and drives communication and collaboration among your dedicated service team. Riley can also help coordinate the comprehensive suite of services provided by the firm.
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.
Financial Planning Assistant
Alex acts as a liaison between you and your advisory team. He assists with client requests for information regarding investments and handles the distribution of recurring portfolio reports.
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
Cassaday clients also have access to our entire team of in-house subject matter professionals and service offerings. To learn more about these services, please reach out to your advisor.
