Cole Caruthers CFP®, ChSNC®, ChFC®, RICP®, MBA in

Cole Caruthers CFP®, ChSNC®, ChFC®, RICP®, MBA

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Partner and Wealth Management Advisor at Pointer Wealth
📍 Dallas, Texas, United States

Cole Caruthers is a Partner and Wealth Management Advisor at Pointer Wealth, where he provides comprehensive financial strategies for physicians, business owners, and retirees. A University of Central Arkansas MBA graduate, he has been recognized by Forbes as a Top Financial Security Professional.

He lives in Lucas, Texas with his wife, Shelbee, their children, Charlee and Graham, and two English Pointers. A former college football player, he is passionate about the outdoors, sports, and travel. He is also actively involved with supporting families with special needs.

Cole had a brief stint with the Green Bay Packers after an award-winning football career at the University of Central Arkansas, where he was an All-American offensive lineman.

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Current Role
Partner and Wealth Management Advisor
Job Level
Mid-senior
Location
Dallas, Texas, United States
Personality Overview

How Cole shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Cole cares about

Special Needs Planning
A core part of his practice is assisting families with special needs, holding the Chartered Special Needs Consultant (ChSNC®) designation to support this work.
Holistic Wealth Management
He focuses on integrating wealth management with risk, tax, and estate planning to provide clients with a comprehensive financial overview.
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Career

Work history

Partner and Wealth Management Advisor
Pointer Wealth
Growth and Development Director
Northwestern Mutual
Board Member
Down Syndrome Guild Of Dallas
Free Agent Signee
Green Bay Packers
In the press

Media appearances

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Education
Master of Business Administration (MBA)
University of Central Arkansas
Insurance and Risk Management (BBA)
University of Central Arkansas
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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