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With 21 years of experience in advising, Kendall possesses expertise regarding entrepreneurial strategies and family wealth transfer topics. Kendall is best identified as a follower of Jesus, Courtney’s husband, and Austin and Tanner’s father. Kendall is the author of Abundance—Your Path Starts Here.
Jake Weatherford is a partner and wealth advisor whose primary focus is to provide client investment advice and implement the firm’s financial planning strategies.
Drew serves as COO and a Wealth Advisor and 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.
Melissa Ray serves as our Director of Client Services. She is responsible for developing and implementing the client service operations and technology strategies of the firm. Melissa strives to continually improve the Castlepoint client experience.
Adam serves as Portfolio Manager, refining and implementing the firm’s investment philosophies and strategies to ensure every client portfolio is efficiently and effectively driving progress toward clients’ goals.
Ted has been a member of the Castlepoint team since 2018. He has obtained the CERTIFIED FINANCIAL PLANNER™ designation and earned a bachelor’s degree at the University of Oklahoma.
Kristen joined the team in February of 2022 as an advisor working in lockstep with the advisory team to provide client investment advice and implement the firm’s financial planning strategies.
Kian is an Associate Advisor working alongside the Advisory Team to aid with investment advice and implementing the firm’s financial planning strategies.
Reagan joined Castlepoint in May of 2020 and serves as Client Services Administrator. She is responsible for client onboarding, fulfilling client requests, scheduling, marketing, and many other value-adding activities.
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.
