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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. 

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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.

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.

Cary is an LPL employee and  comes to us through the LPL CFO Solutions team that supports multiple advisor's businesses and is an incredibly valuable part of our company. He provides WCF with actionable insights based on financial analysis and business plans to help drive higher practice valuations. Cary’s financial accounting career spans over 20 years working with several large accounting firms as well as for non-profit organizations. Cary's dedicated to helping clients achieve business
success by helping them establish practical financial processes. Originally from Cuba, Cary attended Marymount University and received a Bachelor’s Degree in Finance, as well as an MBA from
Georgetown University. Cary is also a CPA. 

Jeff joined our team in early 2023 after the insurance consultancy he founded, Silvernail Insurance Group, was acquired by our subsidiary, Wendell Charles Insurance Group, LLC. Prior to founding his own agency, Jeff spent 15 years in the insurance and risk management industry, most recently at a Fortune 100 firm where he won numerous awards. Mr. Silvernail is a graduate of Washington State University in Economics and is married with two children. He volunteers as a coach for their teams and enjoys playing guitar and golfing in his spare time.