Steve Cassaday, CFP®, CFS
Founder, Chairman & CEO
Steve is your primary relationship manager and is responsible for the ongoing execution of high-level financial planning and investment management duties for your account.
Steve also coordinates and oversees all of the members of your dedicated service team.
Please contact Steve or anyone on his team if you have any questions or would like to discuss any aspects of your financial plan.
Kyle Cassaday, CmFc®
Senior Vice President
Kyle works alongside Steve in a dedicated capacity to assist with any of your investment and financial planning needs.
He works in tandem with Steve on all matters related to your accounts and drives communication and collaboration among your dedicated service team. Kyle can also help coordinate the comprehensive suite of services provided by the firm.
Irene Butler, CFP®
First Vice President
Irene works alongside Steve in a dedicated capacity to assist with any of your investment and financial planning needs.
She works in tandem with Steve on all matters related to your accounts and drives communication and collaboration among your dedicated service team. Irene can also help coordinate the comprehensive suite of services provided by the firm.
Lindsey Witchie, FPQP™
Chief of Staff
Lindsey coordinates and oversees all of the members of your dedicated service team.
She maintains client relationships, manages Steve Cassaday's direct team, and oversees the inner workings of the executive office.
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.
Bianca San, CFP®
Financial Planning Specialist
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.
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.
Annie Khoury
Executive Assistant
Annie 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. Annie also oversees the scheduling of client review meetings.
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
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.
