Resources/ Client portal

Authors

Jake Weatherford

31 posts

Kian Rahmanzadeh

1 posts

Kristen Buchman

6 posts

Reagan Herrera

1 posts

Ted Creegan

2 posts

The Castlepoint Team

51 posts

The Castlepoint Team

Castlepoint Employee Spotlight – Alecia Weaver

By The Castlepoint Team

Castlepoint Employee Spotlight – Kendall King, CFP®, AEP®

By The Castlepoint Team

Kendall King is a devoted family man and leader at

Castlepoint Employee Spotlight – Drew Garner, CFP®

By The Castlepoint Team

If you think Castlepoint Partner, COO & Advisor Drew Garner,

Castlepoint Employee Spotlight – Adam Lee, CFA®

By The Castlepoint Team

You love his humor and unique insights on the Castlepoint

Castlepoint Employee Spotlight – Jake Weatherford, CFP®

By The Castlepoint Team

Say hello to Jake Weatherford, one of the founders of

Castlepoint Employee Spotlight – Kian Rahmanzadeh, MBA

By The Castlepoint Team

Meet Kian Rahmanzadeh! From a soccer athlete at Oklahoma City

Castlepoint Employee Spotlight – Kristen Buchman, CFP®

By The Castlepoint Team

Kristina Buchman, CFP®, is an essential part of the Castlepoint

Castlepoint Employee Spotlight – Ted Creegan, CFP®

By The Castlepoint Team

From giving expert financial planning advice to being a human

Castlepoint Employee Spotlight – Reagan Ellis

By The Castlepoint Team

Reagan Ellis is a key player at Castlepoint Wealth Advisors.

Castlepoint Employee Spotlight – Melissa Ray

By The Castlepoint Team

From compliance to client services, Melissa Ray plays a vital