We measure financial health by more than just account balances; it’s about the happiness and wellbeing they bring. As stewards of our clients’ wealth, we’re dedicated to helping them achieve their goals and enjoy a fulfilling life.
Kendall is best identified as a follower of Jesus Christ, husband to Courtney, and father to Austin and Tanner. He is also the founder and CEO of Castlepoint Wealth Advisors, bringing more than 23 years of experience in the financial services industry.
Jake Weatherford is a partner, senior advisor, and OKC advisor director whose primary focus is to provide client investment advice and implement the firm’s financial planning strategies.
Drew serves as a partner, senior advisor & Tulsa advisor director. Drew is responsible for providing client investment advice and implementing the firm’s financial planning strategies as well as developing firm efficiencies and managing day to day operations.
With more than 15 years of Experience. Adam specializes in comprehensive financial planning and asset management with considerable experience regarding trusts, qualified retirement plans, non-profits, and private equity.
Adam serves as Chief Investment Officer and leads Castlepoint’s Investment Committee, sharpening Castlepoint’s investment philosophy and translating it into an investment strategy. day-to-day basis.
Ted Creegan is a CERTIFIED FINANCIAL PLANNER™ professional at Castlepoint Wealth Advisors. Since joining the firm in 2018, Ted has worked closely with clients on comprehensive financial planning—aligning investment strategy with retirement goals, tax planning, charitable giving, and estate planning coordination.
Kristen serves as a Partner and advisor at Castlepoint, working with the team to deliver investment guidance and comprehensive financial planning tailored to each client’s goals. She focuses on practical, client-centered strategies that blend thoughtful investment management with tax-aware and estate-planning considerations.
Kian is an Advisor working alongside the Advisory Team to aid with investment advice and implementing the firm’s financial planning strategies.
Reagan joined the Castlepoint team in May of 2020 and serves as Director of Client Service and Operations. She is responsible for client onboarding, fulfilling client requests, event planning and coordination, marketing, and managing day-to-day operations. Reagan holds the Financial Paraplanner Qualified ProfessionalSM designation.
Sol joined the Castlepoint Wealth Advisors team as a Client Services Administrator, where she supports the client service team and helps ensure a smooth, high-quality experience for clients. She values genuine connection and enjoys building strong relationships, both personally and professionally.
Courtney is the vice president of Castlepoint Wealth Advisors and serves as our legal counsel. Her background as a corporate and securities attorney is a major asset to our company and clients.
