Tyler Castle, CFP®


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

Jay Harrell

Senior Financial Advisor

Having served as a financial advisor for nearly 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 nearly 20 years of managing and owning a medical service business and over 30 years of private investing.

Jon Bolt

Financial Advisor, 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

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.