NEWS RELEASE: INDIANAPOLIS – 9.4.2019 – Castle Wealth Advisors adds five new employees to its team.
Michael O’Hara, Investment Analyst with Castle Investment Advisors, is adding depth to our research into investment products and economic conditions. He is also helping monitor client portfolios, increase process efficiencies, and improving the overall client experience. Michael graduated from DePaul University in Chicago.
Jonathan Kreilein, CPA, CVA, Valuation Analyst with Castle Valuation Group, is responsible for helping Castle’s business clients make informed decisions by preparing business valuation reports and transition plans. Jonathan graduated from IU Kelley School of Business in Bloomington, IN.
Kent Miiller, Financial Consultant with Castle Wealth Advisors, is responsible for preparing financial plans that help clients meet their needs and reach their financial and life goals. Kent graduated from Purdue University in West Lafayette, IN.
Gail Cooper, CPA, Accounting Manager with Castle Wealth Advisors, works with other staff members on many aspects of the internal accounting function. Her job duties include preparing monthly financial reports, monitoring cash flow and internal financial analyses. Gail graduated from Anderson University in Anderson, IN.
DeAnn Wehner, Administrative Assistant with Castle Wealth Advisors, is the first point of contact for our clients, and she makes sure all aspect of the office run smoothly. DeAnn also works closely with Catherine Hoffman to provide proofreading documents and billing support. DeAnn graduated from Ball State University in Muncie, IN.
Castle Wealth Advisors, LLC specializes in helping high net worth families and closely-held business owners with succession planning, valuations, estate and income tax analysis and asset management. Castle’s senior partners work with clients throughout the country in making logical decisions that help them fulfill their personal and business financial goals.