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, the #1 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
Hayden Cobb
Financial Planner
Hayden, also a graduate of Texas Tech’s Personal Financial Planning program, is responsible for establishing new accounts, managing client and custodian paperwork, and generating client portfolio reports. You are sure to see a smile on Hayden’s face when you walk through our doors. In fact, you can often hear his smile through the phone.
Email: hcobb@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.