Isabelle Bodenstein Financial Planning Assistant

Isabelle Bodenstein is a Financial Planning Assistant and has been with Cassaday & Company, Inc. since April 2025. 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. 

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.