As a Cassaday & Company, Inc. client you have an entire team of professionals dedicated to 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.

Chad Cassaday, CMFC®

Director of Information Technology

Chad is your primary contact for online access support and can assist with other technical needs surrounding your interaction with Cassaday & Company, Inc.

Additionally, Chad creates and prepares many of the portfolio reports. These reports can be customized upon request.

Carmen Bississo, CLU®, CIMA®, AIF®, CLTC, CAS®, CFS®

Director of Advanced Strategies

The Advanced Strategies department, led by Carmen, carefully monitors the ever-changing annuity and insurance landscape to provide you with the most current information to help you make informed decisions.

Carmen and her team provide insurance and annuity policy reviews, assist with service needs, provide claim assistance irrespective of whether or not we sold you the contract, and will perform a complimentary audit of your current insurance to ensure adequate coverage.

Jessica Marchegiano, Esq.

Director of Estate Planning Strategies

Jessica leads our team of in-house estate planning attorneys. This team works with your advisor and Cassaday subject matter professionals to make sure your estate plan is up-to-date, comprehensive, and reflects the industry’s leading-edge best practices. Her team's focus is to provide you with a level of peace through carefully crafted plans that ensure the legacy you envision becomes a reality.

Contact your advisor with questions regarding your estate planning needs to engage Jessica’s team.

Karolyn Banks, CPA/PFS, MST

Tax Planning Specialist

Karolyn works collaboratively to plan, analyze, and implement tax-efficient strategies that align with each client’s financial plan. While she does not prepare tax returns for our clients, her focus on best-practice tax strategies allows Cassaday & Company, Inc., to provide up-to-date, congruent advice pursuant to our integrated, comprehensive wealth management strategy.

Contact your advisor with questions regarding your tax planning needs to engage Karolyn's assistance.

Director of Financial Planning

Sarah partners with your advisor to develop comprehensive financial planning analyses. Sarah and her department provide guidance on retirement planning, tax related questions, Social Security income strategies, college funding needs, employee benefits questions, and anything else related to your unique financial planning needs.

In the rare instance your advisor is unavailable, please contact Sarah directly if you have any questions about your financial plan.

Chelsea Miller, FPQP™

Director of Onboarding

Chelsea works with your financial planning team to develop a consolidation plan and will oversee your transition to Cassaday & Company, Inc.

Her team will initiate the asset transfer process and manage this transfer to ensure a seamless transition.

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.