Isabelle Bodenstein Financial Planning Associate

Isabelle Bodenstein is a Financial Planning Associate and has been with Cassaday & Company, Inc. since April 2025. She provides financial planning support to Adam Huke, Alex Karkeek, and Steven Ulrich by preparing for client meetings, running financial projections and analyses, onboarding new clients, and assisting existing clients with ad-hoc requests. 

Isabelle is a recent graduate of the University of Maryland and holds a Bachelor of Science in Finance. During her time at college, she volunteered for Comfort Cases, Source of All Hope, and the Catholic Student Center, and was a member of Alpha Xi Delta sorority. 

In her free time, Isabelle enjoys reading, cooking, spending time with family and friends, and cheering on the D.C. teams! She currently resides in Montgomery County, Maryland.  

Isabelle is an investment advisor representative with Cassaday & Company, Inc., and a registered representative with Osaic Wealth, Inc.