Our Team
Tyler Castle, CFP®
Senior Financial Advisor
Tyler delivers the technical knowledge and expertise. He has developed his skills by working directly with William Lowell, founder of Lowell Wealth Management; 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.
Jay Harrell
Principal Financial Advisor
Having served as a financial advisor for 16 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 32 years of private investing.
Gayle Morgeson
Principal Financial Advisor
With 36 years of experience in the financial services industry, Gayle has a wealth of knowledge in our industry. He provides wonderful leadership and advice to clients and our team. Gayle’s reliable and kind spirit is steadily portrayed in his ongoing client relationships.
Jon Bolt
Lead Financial Planner
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.
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.
Teri McNeely
Office Manager
Teri provides direct administrative support to the senior and principal advisors which includes cashiering, preparing correspondence, assisting in client communication and handling client and firm paperwork; in addition to overseeing the back-office responsibilities.
William Lowell
Founder
William Hamilton Lowell founded Lowell Wealth Management in 1989 after serving as a financial advisor at Merrill Lynch for 5 years. Building our firm from the ground-up, his vision and determination has allowed us to successfully grow and handle over $100 Million assets under management. William has a long list of accolades including District Committee member of FINRA, host of local PBS business and financial markets show “ViewPoint”, and the recipient of the coveted Cattle Barron’s Ball Silver Stirrup Volunteer Award presented by the American Cancer Society.
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.
Can we help you build, grow, and protect your wealth to provide a successful retirement? Click the link below to find out.