About Us
Welcome to Tassel Capital! Tassel Capital professionals are CFP® Professionals who specialize in helping you make your financial decisions based on what you want to achieve. With over two decades of experience, you can count on them to listen to your needs, craft personalized solutions and guide you through a financial plan tailored to help you make progress toward your goals.
Meet The Team
Will Ertel, CPA®, CFP®, CKA®
Will founded Tassel Capital in 2002 and has a passion for helping clients achieve their most important goals. Will believes goal attainment is more than just a net worth number or a retirement date – people want to know that they can accomplish these goals without sacrificing their most treasured values. Much of Will’s time is spent reviewing and revising firmwide portfolio strategies, serving clients, and collaborating with other advisors. Will is the author of Resolve: A Personal Financial Planning Book for Twentysomethings Getting Serious About Stewardship. You can buy it using this link.
Carlton Whitman, CFP®, CKA®
Carlton has been serving Tassel Capital clients since 2015. Carlton uses his technological expertise and desire to serve in providing effective and insightful counsel to clients in their financial decision-making. Much of Carlton’s time is spent serving clients, collaborating with other advisors, and overseeing and implementing technology efficiencies in the office. In 2022 Carlton became a partner at Tassel Capital.
Bradley Kendall CFP®, CKA®
Bradley joined Tassel Capital in 2020 after working in the insurance industry. Bradley can simplify and articulate difficult concepts well – making them accessible to everyone. Bradley spends much of this time servicing clients directly and collaborating with other advisors. Bradley became a partner at Tassel Capital in 2024.
Susan Kelly, CFP®
Susan joined Tassel Capital in 2017 in an administrative role, but shifted to a client service role in 2024 as she pursued CFP designation. Susan listens and communicates well with clients and is good at helping clients reduce noisy distractions by identifying the most important financial decision to address. Susan spends much of her time servicing clients directly and collaborating with other advisors.
Ready to give us a call? Call us or send us an email today!
