Justin Harris, CFP®, CMFC®
Senior Partner
Justin is your primary relationship manager and is responsible for the ongoing execution of high-level financial planning and investment management duties for your account.
Justin also coordinates and oversees all of the members of your dedicated service team.
Please contact Justin or anyone on his team if you have any questions or would like to discuss any aspects of your financial plan.
Ryan Oliver, CFP®
Financial Advisor
Ryan works alongside Justin in a dedicated capacity to assist with any of your financial planning needs.
He works in tandem with Justin on all matters and drives communication and collaboration among your dedicated service team. Ryan can also help coordinate the comprehensive suite of services provided by the firm.
Karen Blair, CFP®
Financial Planning Specialist
Karen works closely with your dedicated advisory team to ensure all necessary planning and action items occur. She provides custom reports and analyses on a wide range of financial planning topics and activities for clients.
Nick Carroll
Client Services Associate
Nick 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. Nick keeps your dedicated advisory team informed of any important updates or changes.
Lauren Holshey
Executive Assistant
Lauren 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.
