Jack Wrenn Senior Financial Planner

Jack Wrenn, CFP®, is a Senior Financial Planner at Cassaday & Company, Inc., and has been with the firm since April of 2026.

Jack works closely with Founder, Chairman, & CEO Stephan Cassaday and his team. Jack provides analyses on a wide range of financial planning subjects, including projected retirement cash flow, employee benefits, tax planning, and estate planning.

Jack graduated from Virginia Polytechnic Institute and State University (Virginia Tech) with a bachelor’s degree in finance with a concentration in Wealth Management and Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®)*, a professional designation he attained through Virginia Tech’s CFP® Board Registered Program. Jack also holds Series 7 and Series 66 registrations, as well as Life & Health Insurance Licenses in Virginia.

In his spare time, Jack enjoys playing golf, sportfishing, cheering on the Hokies, and spending time with family and friends. He grew up in Richmond, Virginia and currently resides in Arlington, Virginia.

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

*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.