Team
Our Team
A dedicated group of advisors and professionals focused on thoughtful planning, long-term relationships, and exceptional client service.
Meet the People Behind the Planning
Our team brings together experience across financial planning, investment management, and client service. We work collaboratively to ensure each client receives personalized guidance, responsive support, and clear communication at every stage of their financial journey.
Leadership Team
Evan Kirkpatrick
Founder & CEO | Wealth Manager
Founded Wendell Charles in 2011 and leads the firm’s vision, planning approach, and client relationships nationwide.
Josh Youngblood, CFP®
President | Wealth Manager
Works closely with clients on comprehensive financial planning, investment strategy, and long-term decision-making.
Kayla Shay
VP, Client Services
Leads operations and client service, ensuring accuracy, efficiency, and a high-touch experience across all client interactions.
Jeff Silvernail
VP, Business Development
Supports clients with insurance and risk management strategies to help preserve their assets, income, and families.
Andreas Reiter
Investment Advisor Representative
Assists with investment strategy implementation and ongoing portfolio management for client accounts.