CastleRock Financial Advisors - Jennifer Nichols

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.

Last week, CastleRock Financial Advisors hosted "Ladies Night" at Sapori in Tulsa with several of our amazing female clients. It was such a fun evening of great conversation, connection, and laughter. A special thank you to Karen Ibay, from JP Morgan for sponsoring the event and helping make the night possible! We were having such a great time that we completely forgot to take a group photo - but the cheers says it all.

We may lose an hour of sleep tonight, but we are gaining brighter evenings and warmer weather. It's time to Spring Forward!

At CastleRock Financial Advisors, we love seeing strong financial habits start early. Recently, two of our youngest investors saved their own money and contributed to their UTMA accounts - a fantastic accomplishment at such a young age!

To celebrate their hard work and discipline, we surprised them with Braum's gift cards.

Building lifelong financial confidence starts with small steps, and we're proud to partner with families who are raising thoughtful, goal-oriented savers.

We'd love to help you establish accounts for your children and give you resources to start the money conversation early. Reach out to our team at 918-764-9262 to get started today!

Our office is closed for Presidents' Day. Enjoy the holiday and we look forward to serving you tomorrow.

Our office is closed today due to the winter storm but we are working remotely. Please do not hesitate to call 918-764-9262 if you need our assistance.

Our office is closed today in observance of Martin Luther King Jr. Day. We look forward to serving you again tomorrow.