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

Sean Gallahan, CFP®, CMFC®


Sean is your primary relationship manager and is responsible for the ongoing execution of high-level financial planning and investment management duties for your account.

Sean also coordinates and oversees all of the members of your dedicated service team.

Please contact Sean or anyone on his team if you have any questions or would like to discuss any aspects of your financial plan.

Hever Castro


Hever 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.

Colin Campbell

Financial Planning Department Administrator

Colin acts as a liaison between you and your advisory team. He assists with client requests for information regarding investments and handles the distribution of recurring portfolio reports. Colin also oversees the scheduling of client review meetings.

Fatima Masumi

Senior Client Service Associate

Fatima is your dedicated Client Services associate. She 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. Fatima keeps your dedicated advisory team informed of any important updates or changes.

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.