Your Wealth Management Team
We are driven by our purpose: To help people live more abundant lives.
We believe the truest barometer of financial health is not just the monetary value of a person’s accounts, but the degree of happiness and wellbeing they yield. As stewards of our clients’ wealth, we are passionate about helping people reach their financial goals so they can savor the notes of an abundant life.
![Your Castlepoint Team Your Castlepoint Team](https://castlepointwealth.com/wp-content/uploads/2023/08/Castlepoint-48_1.jpg)
Your Castlepoint Team
![Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Kendall King - Founder & CEO Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Kendall King - Founder & CEO](https://castlepointwealth.com/wp-content/uploads/2023/09/Castlepoint-Wealth-Advisors-Square_Kendall-King.jpg)
Kendall King, CFP®, AEP®
Founder & CEO
![Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Jake Weatherford - Partner & Advisor Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Jake Weatherford - Partner & Advisor](https://castlepointwealth.com/wp-content/uploads/2023/08/Castlepoint-Wealth-Advisors-Jake-Weatherford.jpg)
Jake Weatherford, CFP®, MBA
Partner & Senior Advisor
![Castlepoint-Wealth-Advisors-Kendall-King](https://castlepointwealth.com/wp-content/uploads/2021/03/Castlepoint-Wealth-Advisors-Drew-Garner-1.jpg)
Drew Garner, CFP®
Partner, COO & Advisor
![Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Adam Leavitt - Senior Advisor Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Adam Leavitt - Senior Advisor](https://castlepointwealth.com/wp-content/uploads/2023/09/Castlepoint-Wealth-Advisors-Square_Adam-Leavitt.jpg)
Adam Leavitt, CFP®
Senior Advisor
![Castlepoint-Wealth-Advisors-Melissa-Ray](https://castlepointwealth.com/wp-content/uploads/2021/03/Castlepoint-Wealth-Advisors-Melissa-Ray-1.jpg)
Melissa Ray
Director of Client Services
![Castlepoint-Wealth-Advisors-Square-Headshots-Adam-Lee Adam Lee, CPA at Castlepoint Wealth Advisors](https://castlepointwealth.com/wp-content/uploads/2021/09/Castlepoint-Wealth-Advisors-Square-Headshots-Adam-Lee.jpg)
Adam Lee, CFA®
Partner & CIO
![Castlepoint-Wealth-Advisors-Ted-Creegan](https://castlepointwealth.com/wp-content/uploads/2021/03/Castlepoint-Wealth-Advisors-Ted-Creegan-1.jpg)
Ted Creegan, CFP®
Advisor
![Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Kristen Buchman - Advisor Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Kristen Buchman - Advisor](https://castlepointwealth.com/wp-content/uploads/2023/08/Castlepoint-Wealth-Advisors_Square_Kristen-Buchman.jpg)
Kristen Buchman, CFP®
Advisor
![Kian Rahmanzadeh - Associate Advisor Kian Rahmanzadeh - Associate Advisor](https://castlepointwealth.com/wp-content/uploads/2022/05/Castlepoint-Wealth-Advisors-Kian-Rahmanzadeh-1.jpg)
Kian Rahmanzadeh, CFP®, MBA
Associate Advisor
![Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Reagan Herrera - Client Services Administrator Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Reagan Herrera - Client Services Administrator](https://castlepointwealth.com/wp-content/uploads/2023/08/Castlepoint-Wealth-Advisors-Square-Reagan-Herrera.jpg)
Reagan Herrera, FPQP®
Client Services Administrator
![Castlepoint-Wealth-Advisors-Courtney-King](https://castlepointwealth.com/wp-content/uploads/2021/03/Castlepoint-Wealth-Advisors-Courtney-King-1.jpg)