Your Team
Tyler Castle, CFP®
President/CEO
Tyler delivers the technical knowledge and expertise. He has developed his skills by obtaining his degree from Texas Tech University’s Personal Financial Planning program, one of the top ranked Financial Planning college in the nation; and through his accomplishment of obtaining the CERTIFIED FINANCIAL PLANNER™ designation, known as the standard of excellence for financial planners and advisors.
Email: tyler@castfin.com
Jon Bolt
Director of Financial Planning
Jon, another product of the Texas Tech Personal Financial Planning program, is a technical analysis specialist and is responsible for overseeing the bulk of our data gathering and entry. Serving as our team manager, he has a constant hands-on approach from the beginning of the planning process.
Email: jbolt@castfin.com
Jay Harrell
Senior Financial Advisor
Having served as a financial advisor for over 20 years, Jay’s understanding and experience combined with his warm personality makes him a great fit for managing ongoing client relationships. Jay brings a high level of expertise that can also be credited to his 15 years of managing and owning a medical service business and over 30 years of private investing.
Email: jharrell@lowellandco.com
Professional Planning Network
Though we do not have an in-office staff of attorneys, accountants, charitable giving experts, and bankers; we have a close network of trusted professionals in these areas that we work closely with to facilitate all areas of your planning needs.