by Castlepoint Wealth Advisors | Aug 10, 2023 | The Castlepoint Team, The Point
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.
by Castlepoint Wealth Advisors | Jul 12, 2023 | The Castlepoint Team, The Point
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!
by Castlepoint Wealth Advisors | Jun 2, 2023 | The Castlepoint Team, The Point
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.
by Castlepoint Wealth Advisors | Apr 13, 2023 | Ted Creegan, The Castlepoint Team, The Point
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.
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 | 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.
