Wendell Charles Financial is an independent financial services firm providing a custom experience for each individual, family, or institution. WCF was founded in January 2011 by Evan Kirkpatrick and named for his grandfather, Wendell Charles Kirkpatrick, a retired physician and philanthropist. Evan works directly with clients to develop holistic financial plans and investment strategies.
CEO & Wealth Manager
Prior to founding Wendell Charles, Evan began his career at a global Fortune 100 firm & ran the investment division of a boutique wealth management & corporate benefits company. In addition to writing his “Influential Capital” column at Forbes, Evan’s work has been featured in media outlets such as Entrepreneur, Inc., the Wall Street Journal, & on CBS radio. He was a scholarship basketball player at Northwest University & a McDonald’s All-American nominee in high school. Evan is also passionate about philanthropy, serving as a board member of Two Feet Project, a non-profit aiding & equipping underprivileged youth in Nairobi, Kenya. Evan Kirkpatrick holds his series 7 & 66 securities registrations with LPL Financial and CA Insurance License #0M55126.
Wendell Charles is powered by LPL Financial (NASDAQ: LPLA) which provides Evan with an experienced team of professionals in various financial planning specialties.
VP & Wealth Manager
Josh joined Wendell Charles Financial after five years as a wealth manager with Northwestern Mutual and has built many wonderful relationships throughout the financial services industry. Prior to NM, he managed endowments, raised money, and funded programs for various non-profit organizations. While earning an MA in Leadership, he also coached college basketball. Josh grew up with both city and rural experiences – spending summers on his grandfather’s farm and visiting family in the Chicago area.
Mr. Youngblood manages our Chicago office and services our clients in the Los Angeles area throughout the year in person and by video conference. In addition to comprehensive financial services, Josh’s areas of focus and interest are in risk management, special needs planning, philanthropy, and helping clients reconcile multiple financial goals.
Client Services Admin
Mariam is a Client Services Admin providing support to our advisors and clients through a variety of client management functions. Mariam has five years of experience in the banking and financial services industry. Prior to joining us, she served as a Private Banker at Northern Trust, where she worked closely with high-net-worth clients as well as trust, lending, and investment partners. She was also a Personal Banker at Wells Fargo. Ms. Shamlow is also involved in community outreach, providing financial literacy seminars at local schools and businesses. She is trilingual in English, Spanish, and Farsi and holds a bachelor's and master's degree in the psychology field. She spends her extra time with Mango, her puppy, and doing yoga.
Melissa leads our Client Services Team overseeing administrative tasks such as new accounts, transfers, contributions and distribution requests. She has over nine years of client and account servicing experience in the financial industry including working with numerous financial custodians within a multi-billion dollar Registered Investment Advisor firm. Melissa is a graduate of San Diego State University with a B.A. in communication media studies.
We have partnered with LPL Research to perform due diligence and make recommendations on a wide range of investment products and strategies. Consisting of more than 35 seasoned and accomplished industry veterans, LPL Financial Research employs the largest independent research team in the nation.
Through the LPL Financial Planning Group, we receive access to a dedicated team of Certified Financial Planner (CFP) Practitioners to review plans and discuss unique client cases and questions. In the ever-changing world of financial advice, the LPL Financial Planning Group serves as an extension of our team to discuss topics such as social security, retirement planning, stock options, charitable and estate planning, and more.
LPL Insurance Associates provides us access to a wide selection of name-brand insurance carriers and products to address our clients’ risk management needs. We partner with LPL Insurance Associates for expertise in case design, carrier selection, new products, and policy reviews. While our advisors will communicate directly with our clients, LPL Insurance Associates dedicated support team of former case managers and underwriters provides us support of all back-office functions including setting up medical exams and other underwriting requirements.
LPL Private Client empowers LPL Financial Advisors to compete for, win and retain business with high-net-worth clients and institutions. This is achieved by providing centralized access to specialized experts who can offer advice and implementation strategies across the spectrum of wealth management needs.
LPL provides trust services through its affiliate, The Private Trust Company, N.A. (PTC), allowing us to offer trust administration services to our clients. We work in collaboration with experts in the implementation of trust and estate plans to help our clients gain peace of mind knowing that trust accounts will be handled by our dedicated wealth managers.