Kendall King is a devoted family man and leader at Castlepoint Wealth Advisors. Watch this Castlepoint Employee Spotlight video to learn more about Kendall and why he created Castlepoint to provide more opportunities for young financial planners.
The holidays are upon us, which means cyber Grinches are lurking in the shadows, trying to ruin Christmas. But never fear; the Castlepoint team is here serving up timely advice to help you sleigh (pun intended) cyber threats and enjoy a secure holiday season.
If you think Castlepoint Partner, COO & Advisor Drew Garner, CFP®, gets tired wearing so many hats, you would be wrong. He owes his industrious spirit to his father’s advice – “Don’t stop when you’re tired. Stop when the job is done.” Learn more about Drew and what drives him in this Castlepoint Wealth Advisors employee spotlight video.
You love his humor and unique insights on the Castlepoint blog, like the time he compared holding individual stocks to wrestling a bobcat. Now it’s time to get to know Castlepoint Partner, Portfolio Manager & CIO Adam Lee, CFA®, in this Castlepoint employee spotlight video.
Say hello to Jake Weatherford, one of the founders of Castlepoint Wealth Advisors. In addition to helping Castlepoint clients live abundantly through disciplined financial planning and wealth management, Jake spearheads many of Castlepoint’s marketing and client appreciation initiatives.
Meet Kian Rahmanzadeh! From a soccer athlete at Oklahoma City University to a vital contributor to Castlepoint’s operations, Kian is a valued cornerstone of our firm. We are excited for you to learn more about him and his role on our advisory team!
Kristina Buchman, CFP®, is an essential part of the Castlepoint advisory team. Check out this employee spotlight video to learn more about this K-State Wildcat and her role at Castlepoint Wealth Advisors.
The debt ceiling crisis has captured headlines once again, but should you worry? That’s like asking if you should worry about an asteroid hitting the earth — if it happens, there’s little you can do about it. While defaulting on debt would certainly be less than ideal, both sides acknowledge the need to raise the debt ceiling. So, instead of panicking, we recommend focusing on long-term investing and trusting in human ingenuity to overcome challenges. Speculating on political events is a risky gamble that’s best avoided.
From giving expert financial planning advice to being a human dictionary, Ted Creegan, CFP®, brings an immense amount of value to the Castlepoint advisory team and our clients. Check out this employee spotlight video to learn more about Ted and his role at Castlepoint Wealth Advisors.
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.