Magellan Financial, Inc.
Asset & Wealth Management in Allentown, Pa
Magellan Financial, Inc. is committed to a team environment. Our focus doesn’t end with Investment Planning or hands-on wealth management. Each financial advisor on our team contributes to our ability to offer comprehensive financial services to those in Allentown, PA, as well as Bethlehem, PA, the greater Lehigh Valley, PA, and customers nationwide. With more than 120 years of combined experience, a collaborative environment and an unbending focus on defining and achieving our clients’ objectives, the seven members of our team work every day to provide a different approach to wealth management.
Read the bios below in order to get to know each financial advisor on our team.
Jonathan Soden
Managing Partner
Jon is one of the five founding partners of Magellan Financial.
After nearly a decade as a small business owner, Jon joined Legg Mason as a financial advisor in 2002. Jon found that owning a health club (Body Dynamics) was a great experience, but selling allowed him to follow his passion for personal finance and investing.
While still at Legg Mason he joined with his current partners in 2006. Working as a part of an advisory team allowed Jon to provide better advice to his clients without compromising the quality of service. As a part of that commitment to service and advice, they opened Magellan Financial in December 2009.
In addition to working with individual clients he is also responsible for overseeing the corporate retirement plans, the day-to-day decisions in actively managed accounts, as well as, the outside marketing.
Jon truly believes we all need to make the world a better place, more sustainable place. He gives to several organizations, but his main focus has been:
- The Bethlehem Food Co-Op – Member #4 and one of the original Board Members (he has since stepped down from the Board to contribute in other ways) of what will be a locally-owned full-service grocery store that will eliminate a food desert and provide high-quality food to an underserved community.
- Sustainability efforts at Moravian University – In 2007 he funded the Soden Trust for Sustainability and later helped seed a revolving loan fund (GreenHound Fund) that helps reduce the university’s environmental impact.
In Jon’s spare time, he is a competitive runner and triathlete who has completed 30 marathons, 6 Ironman Triathlons, and more smaller races than he will ever admit to. Training and racing keep him healthy and as long as he is healthy he will continue to race!
Rob Cahill
Partner
Rob helps manage assets for individuals, trusts, retirement plans, charitable organizations, and businesses. Additionally, he supports Magellan Financial, Inc.’s day-to-day business operations and is committed to building meaningful relationships with our clients. Through a long-term investment approach, Rob and our team strive to provide world-class investment-advisory services with a strong emphasis on risk management strategies and personal contact.
Prior to co-founding Magellan Financial, Inc. in December of 2009, Rob worked with Legg Mason and Smith Barney for 12 years. Before his financial services career, Rob held management positions with Circuit City and home improvement retailer, Grossmans, Inc.
Rob holds a bachelor’s degree in Marketing/Communications from Babson College with minors in Finance and Information Technology. With an ongoing emphasis on continuing his education, Rob has also earned the CERTIFIED FINANCIAL PLANNER® Practitioner designation from the College for Financial Planning.
Active in the local community, Rob participates in many civic and community organizations, including The United Way of the Lehigh Valley and Lehigh Valley Charter High School for the Arts. Rob and his wife Sandy live in Schnecksville and have two children, Devin and Alyssa.
Cristy Joy Church
Operations Manager
Cristy joined Magellan in February 2022 with over 25 years of entrepreneurial and management experience. She successfully created and ran a leading fence company in the Lehigh Valley before exploring other passions which developed into the creation of the Joyful Self Wellness Community. She offers clients coaching services in business development, social media marketing, and online personal development classes.
At her core, Cristy believes that listening with an empathetic intent is important in connecting with clients and our community. She brings this intent to Magellan as she works closely with clients, handles their daily transactions, and looks forward to creating meaningful relationships.
Cristy and her husband Greg reside in Washington, NJ, and are proud grandparents of one grandson and four granddaughters.
Kaycee Cordon
Senior Administrative Manager
Kaycee has supported Magellan as Senior Administrative Manager for over a decade. She works closely with existing clients handling daily transaction requests and assisting new clients as they transition to Magellan.
Kaycee’s attention to detail and can-do attitude are only surpassed by her dedication to Magellan and sincere interest in the well-being of our clients. She is typically the first person you will talk with when calling the office and the first person you will see when you visit, a role she thoroughly enjoys. Kaycee is most certainly a vital part of the Magellan team!
Before joining the team in April 2013, Kaycee held positions in customer service and retail management.
She resides in Macungie with her husband Carlos and daughter Sage.
Cassandra Queen
Senior Wealth Planner
Cassandra has spent her entire professional career helping individuals, families, and institutions manage and plan their financial well-being. She has dedicated her journey to working with her clients to understand their unique purposes and goals that they want their financial assets to support.
It is Cassandra’s planning philosophy that your money is just a tool to be used to fulfill greater purposes in your life. With a dynamic personalized plan in place, you should have confidence in the operations of your finances and legacy which will provide you the freedom to focus on the relationships and activities that bring you the most joy.
Before joining Magellan Financial, Inc. in 2024, Cassandra transformed her career from a cold-calling intern at Morgan Stanley to most recently the Financial Planning Director at Stonecrop Wealth Advisors. She has extensive knowledge from her experience along the way including the administration of accounts, investment strategies, and multifaceted planning. Cassandra graduated with a Bachelor of Science in Business Administration from LaSalle University.
As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant®, Cassandra is a fiduciary to her clients. She has committed herself to following the Code of Ethics and Standards of Conduct set and enforced by the CFP Board and a Code of Ethics with The American College.
Cassandra enjoys spending time with her children and watching them excel in their studies and sports of their choice. She is a passionate baker creating custom cakes and cookies for friends and family.
She is the Founder and President of the Pinnacle Tournament Team Family Organization and with any spare time, volunteers with her children’s school.
Susan Schupp
Senior Wealth Planner
Susan joined Magellan Financial as an Associate Wealth Planner in January 2024. For almost four decades, she has been passionate about helping individuals and families create and implement their financial legacy over a multigenerational timeline. She brings compassion, experience, and financial vision into each client relationship to help guide the best outcome of a client’s financial vision.
Before joining Magellan Financial, Inc., Susan spent most of her career within the financial institution’s Private Bank and Wealth Management divisions as a Sr. Fiduciary Advisor and Estate Administrator. Susan has an MBA in Accounting and Finance from Desales University, a BS in Accounting from Kutztown University, and a National Trust School Certificate from the ABA/Northwestern University.
Susan enjoys advocating in the community for the Arts and has held the positions of ArtQuest, Inc. Trustee and Foundation Director. In addition, Susan is a Director for Lehigh Valley Children’s Centers, Inc., advocating for Early Childhood Education.
When not working, Susan enjoys cycling, running, golf, and photography. Susan and her husband, Joseph, and family are lifelong residents of the Lehigh Valley.
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