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
(888) 701-7305 ext. 500
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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 previously 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, previously serving as a board member and overseeing the launch of Two Feet Project, a non-profit aiding & equipping underprivileged youth in Nairobi, Kenya. Currently, Evan serves as a member of the board of trustees at the Northwest University Foundation, his alma mater. Evan Kirkpatrick holds his series 7 & 66 securities registrations with LPL Financial and CA Insurance License #0M55126.
Evan has been married to his wife Jessica, a practicing estate planning attorney, since 2017. They have two beautiful daughters and a rescue dog named, Cali.
Evan Rodzevik is our CFO through LPL CFO Solutions. He provides us with actionable insights based on financial analysis and modeling to increase efficiency. Evan has over ten years of financial and business management experience ranging from start up to Fortune 100 companies. He transitioned to LPL from Morgan Stanley Wealth Management where he was the Director of Reporting & Analysis, supporting products such as Alternative Investments, Closed End Funds, Mutual Funds and UITs. His professional experience includes forecasting, budgeting, and P&L analysis bringing a strong analytical and strategic mindset. Evan holds a bachelor's degree in finance from Syracuse University.
VP & Wealth Manager
(888) 701-7305 ext. 502
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
(888) 701-7305 ext. 503
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.
(888) 701-7305 ext. 508
Rachele is a client services admin at Wendell Charles bringing over a decade of experience in brokerage, advisory, and retirement account operations. Rachele assists our clients with online account establishment, streamlining the onboarding experience, and efficiently completing client tasks and requests. When she is away from the office, Rachele enjoys running, hiking, paddle boarding and anything outdoors.
Teresa supports the WCF team in growing our digital presence and staying in communication with our clients via social media and email. She had 9 years of experience in the marketing industry before coming to LPL Financial, which is how she became connected with Wendell Charles. Teresa holds a Bachelor of Arts (BA) focused on Design and Visual Communications from Waldorf College in Forest City, Iowa. Before joining LPL Financial and the Wendell Charles team, she was the Marketing Director for one of the top real estate teams in Southern California. In her spare time she enjoys spending time with friends and family, doing anything outdoors and exploring new places in San Diego.
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.