CastleRock Financial Advisors - Jennifer Nichols

Last week, I had the honor of attending the invitation-only Raymond James Emerge Conference in New Mexico along with a group of highly successful financial advisors from across the West and Central regions. The conference provided opportunities to share ideas, learn from one another, and challenge ourselves to continue growing—not only as advisors, but as leaders and business owners.
I've returned with fresh perspectives and plenty of inspiration to take back to my team and most importantly, I'm excited to continue to finding ways to create an even better experience for the families and businesses we serve.
Growth never stops—and I'm thankful to be surrounded by people who continue to raise the bar.

Our office is closed today, in observance of Labor Day, and regular business hours will resume on Tuesday, September 8. Hope you are having a safe and happy holiday weekend!

Halfway through 2026, midterm elections and geopolitical risk are in focus. Raymond James Washington Policy Analyst Ed Mills shares his perspective on how these developments could shape the market landscape in the months ahead.

Midterm elections and geopolitical risk will drive the market raymondjames.com

In observance of the Fourth of July, our office will be closed on Friday, July 4th. We will reopen and resume normal business hours on Monday, July 7.
If you need assistance before the holiday, please don't hesitate to reach out in advance - we're happy to help!
Wishing you and your family a safe and enjoyable Independence Day!

Happy Father's Day to all the dads who lead with love, strength, and quiet wisdom. Thank you for the sacrifices you make and the lessons you pass down every day.

CastleRock Financial Advisors - Jennifer Nichols CastleRock is an independent financial advisory team offering a myriad of services, including retirement planning, estate planning, and wealth management.

CastleRock Financial Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Important Disclosure Information: http://raymondjames.com/smicd.htm

Our office and all markets will be closed on Friday, June 19 in observance of Juneteenth. We will reopen on Monday, June 22 at 8:30 a.m.

Home of the free, because of the brave. On Memorial Day, we honor and remember those who paid the ultimate sacrifice. Our office is closed today and will reopen tomorrow.

Last week Friday, our team took time to step away from the office for our very first team retreat—and it was such a refreshing experience! 🌿
We enjoyed a delicious lunch at Waters Edge Winery followed by a hands-on planting activity at The Succulent Shop. While we missed having our full team there, it was a great opportunity to connect in a different setting and build stronger relationships.
Moments like these remind us how important it is to get to know one another beyond our day-to-day roles. Investing in those connections makes us an even better team. 💚

We recently held our annual Client Appreciation Event at ONEOK Field for the Tulsa Drillers vs. San Antonio Missions game. Thank you to our incredible clients and their families for spending the evening with us.
We're also grateful to our wholesalers for their generous support in making this event a success.

Our office is closed today. We look forward to serving you on Monday, April 6.