NOVA AG 050 - The Not-So Secret Sauce of Rising to the Top

Allison Felix is the recently made President and Principle of Cassaday & Company, a wealth management advising company that assists people who understand the need to fund retirement but don't know how or aren't able to put in the time to do it on their own. A lot of their clients seek help with investing in and managing stock, saving for retirement, building a plan to save for their children's education, and planning for unexpected expenses such as potential health issues down the road. Cassaday & Company stands out in the financial industry because of the dedication they maintain for their employees, their ability to actively plan for themselves as well as their clients, and their continuity between financial advisers that perpetually allows for an excellent customer experience.