CastleRock Financial Advisors

05/25/2026

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.

05/22/2026

Finding purpose later in life – through service, creativity or connection – can be transformative. Becoming a docent is one way to do just that while making a meaningful impact on your community.

raymondjames.com

05/13/2026

money.com

05/10/2026

May all the Mother’s have a blessed Mother’s Day!

04/22/2026

Happy Administrative Professionals Day to someone who truly earns it every day!

CastleRock is incredibly fortunate to have someone as driven, capable, and dedicated as Kelsie on our team. She recently finished 21st out of the entire firm in the STEER professional development program, which Supports Team members through Excellence, Education, and Resources. Even more impressive, she has ranked among the top 10% of her peers for the last two years in a row!



Congratulations, Kelsie, and thank you for all you do for our team and our clients.

The 2025 RJFS Top 100 ranking is an internal Raymond James recognition developed by the STEER Development Program. STEER is a calendar year program and Top 100 is achieved based on a point system. Points are accumulated via tenure, industry licensure, and educational course participation. Educational courses are focused on four main topics: Operational Excellence, Client Service & Engagement, Business Growth & Risk Management, Community & Career Development. This may not be representative of any one client’s experience, it’s not an endorsement, and is not indicative of future performance. While a fee was not paid in exchange for the award/rating, there is a tuition cost associated with the program.

04/21/2026

Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your heirs more flexibility – especially children in higher tax brackets. Learn what to consider before converting:

raymondjames.com

04/05/2026

Have A Happy & Blessed Easter!

03/17/2026

Wishing you a cheerful and lucky St. Patrick's Day – may your day be filled with good fortune and bright moments.

03/04/2026

When life changes, your taxes often do too. Knowing how milestones like a new home, a growing family or a career shift affect your tax picture can help you plan ahead. Explore the key factors to keep in mind:

raymondjames.com

02/16/2026

On Presidents Day, we recognize the presidents who have shaped the history of our nation. Our Office will be closed today, February 16th.