Treating Every Client Like Family with Goals-Based Strategies
Jonathan Malone is a native of the Pittsburgh, PA area. He relocated to Charlotte in 1999. Jonathan's background includes 8 years in the United States Army, two bachelor degrees, and a vast background as an educator and in sales.
Areas of Focus Include:
Jonathan lives in Mooresville, NC with his wife Joanna, and their six children. He is a member of F3 Race City, and attends St. Therese Catholic Church.
Jonathan is a NAIFA member, and holds his series 6, 63, & 65 FINRA registrations, life and health licenses and LTC License. He is a member of the Million Dollar Round Table, a premier association of financial professionals.
Michael McFadden has more than 30 years financial experience, the last 15 of which were in the financial services industry. Michael’s mission is to serve his clients by creating a financial planning strategy that is built around their goals and expectations by providing them with investment options as well as solutions to manage the unforeseen risks that are a part of life.
Michael grew up in Bloomfield, CT and moved to Charlotte in 1991. He is a graduate of Central Connecticut State University with a degree in Finance and Accounting. Michael has his FINRA Series 7 and 66 registrations as well as his Life, Health, and Long-Term Care insurance licenses.
Michael lives in Davidson. He has four children, Michael Jr., Megan, Summer, and Bryce. Michael is involved in various community affairs in Davidson such as Davidson Farmer’s Market, the Public Arts Committee and is an active member of F3 Lake Norman. During his spare time, he can be found running long distance relays, working out, or visiting one of his kids.
Director of First Impressions
Kayla Gamble was Castle Wealth Group’s very first employee. Mrs. Gamble’s customer service career has spanned over a decade, coupled with four years of administrative and business manager experience. She is responsible for office procedures to ensure smooth operations in our busy work environment. Kayla attended VHCC and Mitchell with a concentration in Human Resources. Deemed as a Notary Public of Mecklenburg County, Mrs. Gamble continues to develop her skillset to support clients and the management team.
Areas of focus:
Kayla Gamble resides in Cornelius, NC and is a member of Elevation Church. Outside of work hours, Mrs. Gamble finds herself exploring local eateries and enjoys hiking/boating on Lake Norman.