Reagan Ellis is a key player at Castlepoint Wealth Advisors. Check out this employee spotlight video to learn more about Reagan and her responsibilities as Client Services Administrator.
Castlepoint Employee Spotlight – Reagan Ellis
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by Castlepoint Wealth Advisors | Mar 10, 2023 | The Castlepoint Team
Reagan Ellis is a key player at Castlepoint Wealth Advisors. Check out this employee spotlight video to learn more about Reagan and her responsibilities as Client Services Administrator.
by Castlepoint Wealth Advisors | Mar 7, 2023 | Education Saving Vehicles & Education Funding, Kristen Buchman, The Castlepoint Team
Castlepoint Advisor Kristen Buchman, CFP®, and her husband, Cale, welcomed Hayden Dean Buchman on January 31, 2023. Hayden weighed 6 pounds, 7 ounces and measured 19 inches. Kristen, Cale, big sister Hensley, and baby Hayden are all doing well.
by Castlepoint Wealth Advisors | Jan 13, 2023 | The Castlepoint Team, The Point
From compliance to client services, Melissa Ray plays a vital role in Castlepoint’s day-to-day operations. Check out this employee spotlight video to learn more about Melissa and her responsibilities as Castlepoint partner, CCO, and Director of Client Services.