About Our Firm
Here’s our story. We look forward to hearing yours.
Meet The TeamAt Cassady Wealth & Retirement Planning, LLC
Jasen Cassady, Esq. CFP®
Founder, CEO
Sean Yao
Senior Financial Advisor,Chief Investment Officer
Jason Waugh, CFP®
Senior Financial Advisor,
Chief Compliance Officer
JR Planas
Operations Manager
Stephanie Schenk
Executive Assistant
Alyse Corrigan
Paralegal and Executive Assistant to Jasen E. Cassady, Esq.
Robert Zirkel
Accounting Manager