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

Kendall King, CFP®, AEP®
Founder & CEO

Jake Weatherford, CFP®, MBA
Partner & Senior Advisor

Drew Garner, CFP®
Partner, COO & Advisor

Adam Leavitt
Senior Advisor

Melissa Ray
Director of Client Services

Adam Lee, CFA®
Partner & CIO

Ted Creegan, CFP®
Advisor

Kristen Buchman, CFP®
Advisor

Kian Rahmanzadeh, MBA
Associate Advisor

Reagan Herrera, FPQP®
Client Services Administrator
