Kyle Cassaday, CmFc®
Senior Vice President
Kyle is your primary relationship manager and is responsible for the ongoing execution of high-level financial planning and investment management duties for your account.
Kyle also coordinates and oversees all of the members of your dedicated service team.
Please contact Kyle or anyone on his team if you have any questions or would like to discuss any aspects of your financial plan.
Steve Cassaday, CFP®, CFS
Founder, Chairman & CEO
Steve Cassaday has been advising investors professionally since 1977. He founded Cassaday & Company, Inc., in 1993 in order to provide comprehensive, integrated wealth management services to investors seeking independent, objective, and impartial guidance.
Should you have any questions, concerns, or suggestions regarding Cassaday & Co., Steve encourages you to contact him directly.
Lindsey Witchie, FPQP™
Chief of Staff
Lindsey acts as a liaison between you and your advisory team.
She maintains client relationships, manages Steve’s direct team, and oversees the innerworkings of the executive office.
Max Sabel
Senior Client Service Associate
Max 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. Max keeps your dedicated advisory team informed of any important updates or changes.
Mike Sweeney, CFP®
Financial Planning Specialist
Mike 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.
Chris Cassaday, CMFC®
Paraplanner
Chris 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.
Bianca San, CFP®
Paraplanner
Bianca provides additional support to your advisory team. She 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.
Jordan Trostle
Executive Assistant
Jordan acts as a liaison between you and your advisory team. She assists with client requests for information regarding client investments and handles the distribution of recurring portfolio reports. Jordan also oversees the scheduling of client review meetings.
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.
