Jessica Marchegiano, Esq.
Director of Estate Planning Strategies
Jessica is one of our in-house estate planning attorneys and leads the Estate Planning Department at Cassaday & Company, Inc. 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 a carefully crafted plan that ensures the legacy you envision becomes a reality.
Email Jessica at firstname.lastname@example.org.
Estate Planning Strategist
Kristen is one of our in-house estate planning attorneys. She works alongside Jessica to assist with your advanced estate planning needs. Kristen conducts comprehensive reviews and recommends strategies to ensure your plans align with current laws and fulfill the desired outcomes for you and your loved ones.
Email Kristen at email@example.com.
Estate Planning Manager
Avatus manages Cassaday & Company, Inc.’s expanding Estate Planning Department to proactively meet our clients’ planning needs. He assists with the drafting of legal documents, including Revocable Trusts, Wills, Powers of Attorney, and Medical Directives, and answers any questions you might have about the form and function of these documents.
Email Avatus at firstname.lastname@example.org.
Estate Planning Associate
Michael Dietz, Esq. is an Estate Planning Associate with Cassaday & Company, Inc., and JM Law PLLC. He provides summaries of funding recommendations, answers any follow-up questions you might have, and provides instructions to assist you with implementing your estate plan.
Email Michael at email@example.com.