Kendall is best identified as a follower of Jesus Christ, husband, and father. He is a Certified Kingdom Advisor and also the CEO of Castlepoint Wealth Advisors, with 23 years of industry experience.
Jake Weatherford is a partner, senior advisor, and OKC advisor director whose primary focus is to provide client investment advice and implement the firm’s financial planning strategies.
Drew serves as a partner, senior advisor & Tulsa advisor director. Drew is responsible for providing client investment advice and implementing the firm’s financial planning strategies as well as developing firm efficiencies and managing day to day operations.
With more than 15 years of Experience. Adam specializes in comprehensive financial planning and asset management with considerable experience regarding trusts, qualified retirement plans, non-profits, and private equity.
Adam serves as Chief Investment Officer and leads Castlepoint’s Investment Committee, sharpening Castlepoint’s investment philosophy and translating it into an investment strategy. day-to-day basis.
Ted has been a member of the Castlepoint team since 2018. He has obtained the CERTIFIED FINANCIAL PLANNER™ designation and earned a bachelor’s degree at the University of Oklahoma.
Kristen joined the firm in February 2022 as an Advisor, collaborating closely with the advisory team to deliver investment advice and implement comprehensive financial planning strategies for clients.
Kian is an Advisor working alongside the Advisory Team to aid with investment advice and implementing the firm’s financial planning strategies.
Reagan joined the Castlepoint team in May of 2020 and serves as Director of Client Service and Operations. She is responsible for client onboarding, fulfilling client requests, event planning and coordination, marketing, and managing day-to-day operations. Reagan holds the Financial Paraplanner Qualified ProfessionalSM designation.
I am a recent graduate of Oklahoma State University, where I spent four meaningful years learning, growing, and discovering what truly drives me. I’ve always valued genuine connection and enjoy building relationships, both personally and professionally. Outside of work, you’ll usually find me with friends and family. Whether it’s a weekend trip, a good meal, or just hanging out, spending quality time with them is what keeps me grounded.
Originally from Dublin, Ireland, KJ holds a BA in Psychology and Sociology and has always been passionate about understanding people and building meaningful connections. That passion shines through in her role as receptionist, where she’s known for being warm, approachable, and genuinely invested in creating a welcoming experience for both clients and colleagues.
Courtney is the vice president of Castlepoint Wealth Advisors and serves as our legal counsel. Her background as a corporate and securities attorney is a major asset to our company and clients.
