Our Team

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Founder and CEO

Kendall is the Founder and CEO of Castleview Wealth Advisors. He is responsible for the strategic direction and vision of the firm and serves as lead advisor to a diverse group of clients, with special focus on advising oil and gas professionals. Kendall has 16 years of experience advising clients on a wide range of investment, estate, tax and other wealth management topics. Additionally, he possesses extensive expertise and specialized...

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Partner, COO and Advisor

Drew serves as COO and a Wealth Advisor and 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. He also leads our efforts in researching best investing processes and analysis.

He graduated with a BS in Petroleum Engineering from the University of Oklahoma in the spring of 2016. While a student at OU,...

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Partner, CCO and Director of Client Services

Melissa Ray serves as our Director of Operations and Chief Compliance Officer. She is responsible for developing and implementing the client service operations and technology strategies of the firm. Melissa strives to increase the firm’s operational efficiencies to continually improve the Castleview client experience.

Melissa has over 26 years of combined experience with Information Technology and Administrative Management. Prior to...

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Partner and Advisor

Jake Weatherford serves as a Wealth Advisor and is responsible for providing client investment advice and implementing the firm’s financial planning strategies. Jake is also responsible for portfolio modeling and financial projections, which help our clients evaluate potential outcomes of their decisions.

Jake earned a Bachelor of Business Administration from Oklahoma State University. He also holds an MBA in financial planning and...

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Wealth Analyst

Ted serves as a Wealth Analyst for Castleview providing support and research for our wealth advisors. He is also responsible for providing client portfolio management support and assisting in implementing the firm's financial planning strategies.

Ted has over ten years of customer service experience where he developed strong interpersonal skills and attention to detail. He graduated with a BS in History from the University of...

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Client Services Administrator And Marketing Coordinator

Ashley serves as our Client Services Administrator and Marketing Coordinator. She is responsible for managing client requests and communication both with clients and with the public.

Ashley holds a Marketing degree from Oklahoma State University and has an extensive background in marketing and communication. Prior to joining Castleview, she worked as the public relations director for a speaking company managing client relations,...

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VICE PRESIDENT

Courtney is the vice president of Castleview 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. During her time as an attorney, Courtney practiced at Thompson & Knight LLP and assisted clients with numerous business transactions, including a $2.5 billion dollar sale to a publicly-traded company. She also guided clients through other various...

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Our Partners

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Charles Schwab Advisor Services is a business segment of The Charles Schwab Corporation and leasing provider of custodial, operational and trading support for more than 6,000 independent, fee-based investment advisors. Its advanced technology platform, coupled with personal support from dedicated services teams, allow advisors to run their practices more efficiently and effectively, while optimizing time with clients.

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TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based independent registered investment advisors (RIAs). Their advanced technology platform, coupled with their personal support from their dedicated service teams, allows investment advisors to grow and manage their practices more efficiently and effectively, while optimizing time with clients. They are also committed to advocating on behalf of advisors and their clients on important issues. They understand the importance of being a fiduciary and strive to support RIAs in their efforts to serve their clients.

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Dimensional is a different kind of investment firm. Their confidence in the capital market frees them to think differently about investing and push the frontiers of innovation. Over the years, Dimensional has translated financial research into real-world investment solutions, and through our revolutionary approach, investors may seek to capture what the market offers in all its dimensions.