The CastleRock technique offers a dynamic investment strategy with clear objectives. Through our conversational discovery process, we take the time to uncover and analyze the unique blueprint that will meet your needs. We make a consistent effort to improve and refine this process throughout your financial journey to enhance our ability to meet these objectives.
Whether you are an individual investor, a non-profit, a business owner, business executive or a retirement plan sponsor- our team has the focus and integrity to help you meet your goals. It all starts with a conversation. By speaking to you and getting to know you as our client, we can then take this understanding and place it into actionable objectives.
Whether you are an individual investor, a non-profit, a business owner, business executive or a retirement plan sponsor- our team has the focus and integrity to help you meet your goals. It all starts with a conversation. By speaking to you and getting to know you as our client, we can then take this understanding and place it into actionable objectives.
Services
Castlerock Finanical proudly serves Individuals, Trusts, Non-profits, Business Owners and YOU! The Team at CastleRock Financial offers platinum level services for the evolving needs of your financial planning journey. When walking you through your options, we take the time to not only provide financial planning guidance, but to support all aspects of your well-being.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. The CastleRock team is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance.
Originally from Claremore, Oklahoma, Stacy had started advising clients in 2002 after he obtained his Series 7 & 63 license. After many successful years with a nationally recognized firm, Stacy founded CastleRock Financial Advisors in 2011. Since establishing his firm, Stacy has received his Series 66 license and in 2020 he completed his Series 9 and Series 10 license.
Kelsie is a Branch Office Professional for Advisor Stacy R. Brown. Kelsie plans to continue learning and growing with the firm and ultimately advance her roles within Castlerock. Kelsie graduated Oologah-Talala Highschool in 2012, she went on to attend TCC, TTC and RSU.
Prior to joining the Castlerock team in early 2020 Kelsie worked in the medical field where she would alternate within the OBGYN, ENT, Urology, General Surgery & Primary Care specialties.Kelsie later took on the role as a Home Health Aide to provide care for our Veterans.
Prior to joining the Castlerock team in early 2020 Kelsie worked in the medical field where she would alternate within the OBGYN, ENT, Urology, General Surgery & Primary Care specialties.Kelsie later took on the role as a Home Health Aide to provide care for our Veterans.
Although Sarah is a Tulsa native, she graduated from Owasso High School in 2011. Sarah began her career journey in the hospitality industry where she quickly moved her way up. Sarah was awarded the "Key Contributor Award" by Leisure Hospitality Management Inc. Her leading roles accentuate business success, administrative obligations, and customer service.
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