Meet the Team
The relationships the Castle Wealth AdvisorsTM team has with our clients goes beyond numbers to a personal understanding of the clients themselves and what those numbers mean to them.
Every family we work with knows that the strategies we put together are designed for their specific needs. Each Castle Wealth advisor is backed by our in-house team of experts who work every day to design and update financial blueprints and help our clients meet the financial goals they set for themselves and each generation of their family.
Because relationships are a two way street, and we spend a lot of time delving into the details of our clients’ lives, we thought you might like knowing a little about us as well. Click the “More About” tabs in each bio linked to the photos below for a few fun facts about each of our team members.