Steven Ulrich, MBA, CFP®, ChFEBCSM
Senior Vice President
Steven is your primary relationship manager and is responsible for the ongoing execution of high-level financial planning and investment management duties for your account.
Steven also coordinates and oversees all of the members of your dedicated service team.
Please contact Steven or anyone on his team if you have any questions or would like to discuss any aspects of your financial plan.
Isabelle Bodenstein
Financial Planning Assistant
Isabelle provides additional support to your advisory team. She provides financial planning support to the Financial Advisors by scheduling meetings, preparing portfolio performance reports, creating client review materials, communicating with clients, and keeping client data up-to-date and secure.
Harrison Fresh
Client Service Associate
Harrison 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. Harrison 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.
