Steven Ulrich, MBA, CFP®, ChFEBCSM
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.
Tom Wagaman, FPQP™
Financial Planning Services Manager
Tom 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.
Alex Bjornsen, FPQP™
Financial Planning Department Administrator
Alex acts as a liaison between you and your advisory team. He assists with client requests for information regarding client investments and handles the distribution of recurring portfolio reports. Alex also oversees the scheduling of client review meetings.
Joshua RobeRts
Senior Client Service Associate
Joshua 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. Joshua keeps your dedicated advisory team informed of any important updates or changes.
Services available to you
As a Cassaday & Co. client, you have access to our in-house subject matter professionals and service offerings. To learn more about these services and how they may benefit you, reach out to your advisor.
