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Kendall is best identified as a follower of Jesus Christ, husband, and father. He is also the Founder and CEO of Castlepoint Wealth Advisors, with almost 23 years of industry experience.
Jake Weatherford is a partner and wealth advisor whose primary focus is to provide client investment advice and implement the firm’s financial planning strategies.
Drew serves as Chief Operating Officer and a Wealth Advisor. 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.
Melissa joined the Castlepoint team in April of 2015 and currently serves as a Client Services Administrator. Her commitment to excellence and keen attention to detail make her an asset to clients and colleagues alike.
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 Associate 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 Client Services Administrator. 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.
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.
