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.
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.