Org chart
Stephan Q. Cassaday
Chairman & CEO
Stephan Q. Cassaday
Collapse
Allison Felix
President and COO, Principal
Ann Wagaman
Director of Client Services
Carmen Bississo
Director of Advanced Strategies
Christopher Krell
Principal
Christopher Young
Principal
Daven Foulk
Director of Business Process
Justin Harris
Principal
Linda Stewart
Chief Compliance Officer & Director of Client Services
Michelle Tigani
Marketing & Communications Manager
Rachel Boyell
Director of Investment Strategy & Operations
Sarah Mouser
Director of Financial Planning
Fpqp Lindsey Witchie
Chief Of Staff To The CEO
Cmfc Chad Cassaday
Director Of Information Technology
Cfp® Sarah Mouser Cts™, Ces™, Ccfs®, Ela™
Director Of Financial Planning
Fpqp Chelsea Miller
Director Of Onboarding Strategies
