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. He recently added the Certified Kingdom Advisor to his CPA® and CFP® designations. Will is the author of  Resolve:  A Personal Financial Planning Book for Twentysomethings Getting Serious About Stewardship.  You can read more about Resolve at www.resolvestewardship.com or 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. His CKA® designation was achieved in 2021 to better equip Carlton in providing wise, prudent advice that aligns with biblical stewardship principles. 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 completed his Certified Kingdom Advisor designation in 2023, and in 2024 Bradley became a partner at Tassel Capital.

Ready to give us a call? Call us or send us an email today!

Full Range of Services

Allow the team to maximize your potential and help you meet your goals by providing specific analysis and personalized recommendations relevant to you.

Comprehensive Financial Planning

Receive professional portfolio management for your financial assets that will better align your life goals, temperament and time horizon with your financial portfolio

Investment Management

Let Tassel Capital generate a financial plan that specifically addresses your needs and concerns - even if they're more limited in scope

Custom Planning Services

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