Sarah Atkins

Cassie Arture is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop personalized financial plans aimed at achieving their goals. She works closely with clients to create roadmaps tailored to their financial objectives and provides them with knowledge about the tools and resources available through Fidelity. Cassie has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2023. Her experience spans various aspects of client relationship management and financial planning within the company.

Houry Kachadorian is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2008 and has over a decade of experience serving clients, including more than 10 years at Bank of America prior to joining Merrill Lynch. Houry focuses on a comprehensive approach to wealth management that prioritizes understanding each client's unique goals and needs. Her expertise includes family wealth management strategies, legacy planning, retirement planning, philanthropic and socially responsible investing, tax minimization, and retirement income. Houry holds a Bachelor's Degree in Social Work from Ramapo College of New Jersey. She is a Certified Divorce Financial Analyst (CDFA) and a Personal Investment Advisor (PIA). Fluent in Armenian as well as English, Houry brings diverse cultural and linguistic skills to her practice. She lives in Gainesville, Virginia, with her husband, son, and daughter. Outside of work, her interests include interior decorating, music, reading, running, and spending time with her family.