Our Jackson Team

Jackson, Wyoming might be known for its world class outdoor recreation opportunities, but high net worth individuals are starting to recognize the quality of life that awaits them in Jackson Hole. Whether you moved to Wyoming for the skiing, the rock climbing, or hiking, WorthPointe’s team of professional financial planners are prepared to help you achieve a lifestyle that allows to pursue your passions. WorthPointe financial advisors offer comprehensive estate planning, tax, investments, asset protection and charitable giving driven by your values and goals.
Christopher Van Slyke smiling in a suit.

Christopher Van Slyke, CFP®
Founder, Financial Planner · Jackson WY

Brooks Morgan looking at the camera.

Brooks Morgan, CFP®
, Financial Planner · Jackson WY

Jackson Team Latest Posts

Latest news, and informational posts by the Jackson Team:

End-of-the-Year Top 10 To-Do List

Posted 11/09/2021 by Scott W. O'Brien CFP®, EA

Here’s a fourth quarter “Top 10 To Do List” of items that have a year-end deadline: Make sure you take out your Required Minimum Distribution (RMD) if it applies to you or be liable for a 50% penalty on the amount that should have been withdrawn.   If your income tax bracket is low this year, […]
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Austin, Texas skyline at night.

Did You See Us On The Austin Business Journal List?

Posted 06/04/2020 by WorthPointe Wealth Management

Thank you to the Austin Business Journal for including us in the Financial Planning Firms List for 2020. You can find us on the Austin-area investment management firms RIA list. We’re so thankful for our clients and friends who have helped us grow and become such a meaningful part of this wonderful community. Our Austin […]
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How to Manage It: Millennial Rules for Finances

Posted 06/20/2019 by WorthPointe Wealth Management Team

Millennials have come of age in an era like no other in history. This generation has made its mark in a time period that’s been a supernova of information accessibility, interpersonal connectivity and technological disruption. It’s no wonder this generation sees the world, and their personal/financial priorities, a little differently than previous ones. While baby […]
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How We Give Big Pink

Posted 06/05/2019 by WorthPointe Wealth Management

We make it a priority to give back to our communities and support our own in their endeavours to do so. On April 12, WorthPointe was a table sponsor of the Susan G. Komen® Greater Central and East Texas “Big Pink Give” event. Scott O’Brien, financial planner and partner, is the board president of this […]
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How Brooks Morgan Rose From Intern to Partner at WorthPointe

Posted 03/27/2019 by WorthPointe Wealth Management

We are pleased to announce that Brooks Morgan was recently made a partner at WorthPointe. Brooks began his WorthPointe journey in 2011, while still a student at the University of Texas, studying finance and business administration at the Red McComb School of Business. As an intern with us, he served as a wealth management associate, […]
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Jackson, WY is located in the beautiful Jackson Hole Valley and nestled among the majestic Grand Tetons. Jackson Hole is known for its world class skiing, but the world is quickly taking notice of Jackson as a center of influence for financial movers and shakers. Jackson hosts the Jackson Hole Economic Policy Symposium, an annual meeting of the minds for some of the world’s central bankers. The picturesque landscapes of the area and the state’s historic role as a tax-friendly locale has attracted the wealthy from the the populous major corners of the United States.

WorthPointe’s team of professional financial advisors was attracted to Jackson, WY for the same reasons as our clients. We value our time spent with our families and appreciate the quality of life and opportunity for adventure that Jackson Hole provides us. We know it’s easier to enjoy the outdoors when your mind isn’t focused on your finances. Let our Jackson, WY CERTIFIED FINANCIAL PLANNERS™ think about your financial plan so you can spend time doing what matters to you.

The Jackson CFP® Team

Our Jackson CFP® team not only knows financial planning, our team understands Jackson Hole, which is why we’re committed to helping you make financial decisions that are right for you. To do this, we deliver best-in-industry knowledge and service. Each of our team members is a CERTIFIED FINANCIAL PLANNER™ professional, meaning we’re committed to putting your interests first. We know that your success is our success, and that your growth is our growth.

More Than Just Financial Planning

Our WorthPointe team loves Jackson just as much as you, which means that in addition to helping you plan your financial future, we like to network.  Whether you’re looking for legal advice, a CPA, or even something to do this weekend, you can ask us for recommendations for a wide range of local experts who can assist in the other facets of your life. Our objective is to make your life less complicated so you can spend more time enjoying yourself. Whether it’s strategizing for retirement or scheduling your next vacation, WorthPointe’s fee-only financial planners in Jackson will help you make the most of life

If you’re looking for financial planners in Jackson who can help you achieve your goals, Contact the Jackson CFP® Team Today.

Contact the Jackson Office

Contact Us:

140 E. Broadway
Suite 25
Jackson, WY 83001
(800) 620-4232

WorthPointe Jackson Offices