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 entrepreneurs. With more than 18 years experience in advising clients on a wide range of wealth management topics, Kendall possesses extensive expertise and specialized knowledge regarding IRA and retirement planning...more
Partner and Advisor
Jake Weatherford is a Partner and Wealth Advisor. He 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...more
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,...more
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...more
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...more
Matthew 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 with client communication and marketing.
Prior to joining Castleview, Matthew worked in real estate investment services, non-profit work, and local startup companies. He was a Division I soccer player at Southern Methodist University, before...more
Client Services Administrator
As Client Services Administrator, Reagan is responsible for client requests, scheduling, marketing, and other value-adding activities. Reagan is originally from Mansfield, Texas, and graduated from the University of Oklahoma with a BA in human relations. During her time at the university, Reagan was involved in many service learning projects and was an active member and leader in her sorority, Kappa Kappa Gamma. Before she joined Castleview,...more
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...more