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

Stephanie Schenk

Executive Assistant

Alyse Corrigan

Paralegal and Executive Assistant to Jasen E. Cassady, Esq.

Robert Zirkel

Accounting Manager