About

Client Centered

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.

Evan Kirkpatrick

CEO & Wealth Manager

(888) 701-7305 ext. 500

Evan@WendellCharles.com

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. 

Josh Youngblood

President & Wealth Manager

(888) 701-7305 ext. 502

Josh@WendellCharles.com

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.

Jackie DeWitt

Administrative Assistant

(888) 701-7305

jackie@wendellcharles.com

Jackie serves as an administrative assistant helping coordinate client requests, scheduling, and internal operations from our Davenport, Iowa office. Her background in customer service and office management within the legal industry prepared her to quickly become a valuable team member at Wendell Charles. Jackie hold's a Bachelor's Degree from Drake University and enjoys creative writing in her spare time.

Kayla Shay

Client Services Associate

(888) 701-7305 x510

kayla@wendellcharles.com

Kayla leads our client services team assisting clients with new and ongoing account operations in our Davenport, Iowa location. With a background in administration within a major health system, Kayla brings a detail-oriented approach to our team. Kayla is a graduate of the University of Northern Colorado and is married with 3 beautiful daughters.

LPL Research Team

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. 

LPL Financial Planning Group

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  

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 Consulting Team 

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. 

Private Trust Company

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.