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CAP was originally created to serve the family of a successful serial entrepreneur. This family sought advice on traditional asset management, in addition to non-traditional investment offerings. The family desired that the wealth management team coordinate tax and legal advice into liquidity management, management of legal structures, and reporting.

Through this coordinated effort we accomplished the goal of freeing the family from the complexity of managing their wealth to pursue their personal aims. As an Independent Registered Investment Advisor, we are able to access the knowledge of the world’s largest financial institutions while maintaining the freedom to build to specific client needs. 

Create Simplicity

Our goal is to create simplicity in our clients’ lives, rather than adding complexity to it. By focusing on each client’s unique goals, we free-up their time and their minds to focus on what is important to them.

Our Process


Information Gathering

Thorough analysis of assets, ownership, cash flow, structures to gain understanding of your current situation.


Organize & Present

Build personal financial site showing inventory of current assets, structures, cash flow including beneficiaries, trustees, liabilities, insurance coverages, and ownership.


Recommend & Implement

Develop plan to maximize current opportunities and address current deficiencies.



Repeat review process to address life changes, opportunities and law changes on interval necessary to meet client needs.

What Makes Us Different?


We don't serve corporate interests; we serve our client's goals


Our combination of backgrounds and flexibility is unmatched


Personalized communication specifically for each client’s specific needs


We provide high-level service that doesn’t leave clients guessing


We’ve simplified and systematized client on-boarding and daily operations


We invested deeply in innovative technology to maximize results


We leverage the strengths of our team to make our clients stronger


Large professional network built to benefit our clients

Meet the Team

Michael Mansur, CFP Photo

Michael Mansur, CFP

Founding Advisor
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Michael Mansur, CFP

Founding Advisor

    Michael began his career in the financial services industry at Lord Abbett in 1998, then continued to hone his profession as a Financial Advisor with Morgan Stanley and Stanford Financial.  After joining Stifel Nicolaus & Co. in 2009, Michael served as a President’s Club Level Financial Advisor, providing executives and successful entrepreneurs with asset management and advanced financial planning services.   

    In 2015, Michael co-founded Castleview Partners, LLC an independent Registered Investment Advisory firm where his primary focus was on providing objective guidance and advice to clients.  Helping people achieve their lifetime financial goals and assisting them with all aspects of their financial well-being continues to be his passion. 

    Following that same passion, Mr. Mansur also assists fellow entrepreneurial financial advisors.  He chose to join ORG Partners, LLC as President in 2019 where he excels in business development and strategic partnership initiatives.  Michael, also a founding member of ORG Partners, has recently elected to serve his own clients through the same firm.  His philosophy, to which his clients have enthusiastically responded and affirmed, revolves around the creation and implementation of a comprehensive financial plan.  His approach was designed and developed with corroboration of investment and risk management professionals. 

    Mr. Mansur is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a member of the Financial Planning Association. He is also a graduate of the Certified Investment Management Analyst (CIMA) program at the Haas School of Business at the University of California, Berkeley and the Investment Strategist Certificate Program at the University of Pennsylvania's Wharton School of Business. In addition to FINRA Series 63 and 65 licenses, he holds a Life and Health Insurance license. 

    Michael is a 1997 graduate of Texas Christian University. He, his wife and three children live in Dallas.  They lead a very active lifestyle that parenting/coaching/watching/leading seventh-, fourth- and third-graders entails.  Birdie the white lab rounds out the Mansur Household.

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Clint Sorenson, CFA, CMT

Chief Investment Officer
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Clint Sorenson, CFA, CMT

Chief Investment Officer

Clint Sorenson, CFA®, CMT® a Co-Founder of ORG Partners Advisor Group. For the last decade, Clint has been focused on innovative strategies for enhancing and accelerating the traditional investment landscape. He has developed several proprietary quantitative strategies that combine behavioral, fundamental and technical analysis for a truly holistic market view.

Clint’s work across ORG Partners Advisor Group is diverse and broad-reaching. Clint oversees the development and maintenance of all asset allocation models for our advisors. The purpose of his strategies is to equip advisors to mitigate risk while attempting to maximize value over the long term.

Clint is also a contributor to industry literature, providing content and insights to platforms including Forbes, Seeking Alpha, and The Resilient Advisor Podcast. Clint was recognized in 2018 as one of 40 financial professionals selected for the InvestmentNews 2018 40 Under 40 List. He has also authored several index methodologies that are tracked by exchange traded funds and accessible using direct indexing.

Clint is a past President of the CFA Society North Carolina, as well as a former board member of the CMT Association. He holds a bachelor’s degree from the University of North Carolina at Chapel Hill. He is a Chartered Financial Analyst and a Chartered Market Technician.

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Jamie Eacho

Director of Private Wealth Services
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Jamie Eacho

Director of Private Wealth Services

Jamie is CAP’s Director of Private Wealth Services. She is responsible for daily operations and processes that will ensure the progression and fulfillment of CAP’s long-term vision. An additional important role in which Jamie serves is that of “Integrator.” She is especially helpful in this capacity, ensuring teamwork and the success of employees within their individually designed roles, which she also helps to create.

Jamie also serves as Executive Assistant to the President and as a Client Relationship Manager, overseeing all steps of on-boarding, account maintenance and engagement for our high net-worth clients. She excels at and takes great pride in delivering high-quality, white-glove service so all clients recognize that they are our priority.
Jamie transitioned to CAP with Michael Mansur after working with him at Castleview Partners since 2018. Her prior experience includes six years in financial services and over twelve years in customer service, some of which were spent as a financial analyst and bankruptcy specialist. Her expertise and proficiency in those roles enabled her to bring a unique skill set that has benefited all clients. In a nutshell, Jamie’s business savvy keeps CAP running smoothly!
Texas A&M University is Jamie’s alma mater, having graduated with a Bachelor’s degree in 2010. She currently lives in Highland Village, Texas with her husband and two young children. Her hobbies include boating, fishing and socializing with her friends.

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William Little

Sr. Financial Planner
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William Little

Sr. Financial planner

    Will joined Castleview Advanced Planning (CAP) in 2021 as a Financial Planning Analyst. He directs all aspects of the financial planning process, including investment reporting, tax planning and retirement projections.

    Prior to joining CAP, Will acted as a De Facto CFO to 90+ dental offices in the United States while serving as an Associate Financial Planner for Cain Watters & Associates. In that role, Will was responsible for directing the tax, accounting, and retirement planning process for each of those clients. He also served an extended internship at Price Waterhouse Cooper during graduate school where he gained invaluable knowledge in advanced reporting topics.

    Will holds a Masters of Accountancy and B.S. from Baylor University where he was a NCAA All-American in Tennis, ranking #2 among all college tennis players (stars, really!) in the entire United States. Additional accolades include Will being consistently ranked in the top 10 Tennis Players in the United States during his tenure as a Junior Tennis Player from age 14 – 18.

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Cathy Bailey

Director of Advisor Relations for ORG Partners, LLC
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Cathy Bailey

Director of Advisor Relations

Cathy is a financial services veteran with over 30 years of experience in the financial advisory business. She began her career at Weber, Hall, Sale & Associates in Dallas, an independent broker/dealer and boutique investment management firm. Cathy has held increasingly responsible relationship management, operations and sales positions in the industry, most notably rising through the ranks to Vice President while working for eleven years at Deutsche Bank Alex. Brown, eight of which were as an associate in Dallas and three at Corporate Headquarters in Baltimore as a NASDAQ liaison trader.

In 2004, Cathy joined SummitAlliance Investment Group (later becoming Argentus Capital Management) in Dallas making her initial foray into the RIA world. She began as Relationship Manager, moving up to Regional then Senior Vice President of Sales, where she focused on recruiting and onboarding advisors entering the independent arena. It was there that she first developed her special talent for facilitating the entry of large institutional advisors into the independent world.

Recruited to TD Ameritrade Institutional in 2013, Cathy served as Team Manager for Institutional Sales and Business Support. There again, her role involved assisting advisors on the path to independence. Her sensitivity and effectiveness with people in that role, complementing and exemplifying her service as a community volunteer led her to being selected to participate in TD Ameritrade’s nationally recognized marketing campaign, “Meet the Humans Behind Human Finance.” In late 2015, Cathy joined newly formed RIA Castleview Partners, LLC as Vice President – Director of Operations and Trading, a role in which she served until joining ORG Partners in April 2021.

Cathy attended the University of Kansas and Southern Methodist University School of Law. She has held numerous securities licenses during her career, currently maintaining her Series 66 with ORG Partners. Cathy is most passionate about her volunteer work with Rays of Light Dallas, an organization serving special needs children in the DFW community (raysoflightdallas.org). In addition, she serves as an usher and greeter at Lovers Lane United Methodist Church. Cathy loves animals, cooking, good wine, and has a special fondness for spending time each summer in Big Sky, Montana.

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Max Rockwell

Director of Investment Consulting
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Max Rockwell

Director of Investment Consulting

As Director of Investment Consulting for WealthShield, LLC, Max Rockwell focuses on developing client proposals and assisting the team with portfolio modeling. Additionally, Max works closely with a number of clients and partners, providing added customer support and relationship management.

Prior to joining WealthShield, Max was an Associate at Ayco, a subsidiary of Goldman Sachs. Here, he worked with Ayco advisors, supporting them on a broad range of responsibilities including portfolio construction, client servicing, trades and general operations. Max has also worked at Fidelity in their workplace investing division.

Max holds an MBA and B.S. from Southern Methodist University. While at SMU, Max was a member of the soccer team and helped manage the Nancy Chambers Underwood Graduate Endowment portfolio. A long-time soccer player, he’s still an avid fan, always cheering the Mustangs on from home.

Investment Framework

The CAP Process integrates the four components of the investment framework and client service quadrants into your personalized financial plan. It incorporates the fundamental principals for diversification, risk management and time horizons to achieve your goals.

Monitoring valuations and credit spreads help balance procyclical and countercyclical assets for an informed investment approach


The expansion phase usually begins with low valuations and high credit spreads. “Risk-on” assets such as global stocks would be favored and economic growth increases.


The contraction phase typically starts with high valuations and low credit spreads. “Risk off” assets, such as bonds and some alternative investments tend to out-perform.



Quadrants Overview

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Cash Flow
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The focus in this quarter is cash flow from investments and business holdings along with earned and passive income activities. Investment holdings are reviewed to access ownership structure and analyzed to maximize returns, minimize taxes, facilitate accumulation, control distributions and minimize the cost of capital.

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Risk Management
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This process includes an assessment of all components of risk including asset protection from litigation and creditors. Portfolios and investment holdings are analyzed to avoid risk drift and imbalance using assessment programs such as Monte Carlo system. Personal risk of life, disability, long term care, personal liability and property insurance is reviewed for appropriate coverage and cost efficiency.

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Estate Planning
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Process is concentrated on building a plan and strategy based on the clients goals and objective. Partnering with legal professionals, a comprehensive review of all wills, trusts and estate holdings will be followed up by an conversation with all decision makers in the family.  A distribution of assets flow chart will be provides along with an estate tax analysis along with recommendations for gifting strategies special bequests.

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Tax returns are reviewed by our in house CPA to identify all investment and business holdings dividends, capital gains & loses, distributions and passive income.  Investment ownership is reviewed assessment is provided with the objective of identifying maximum tax savings. A detailed tax strategy will include opportunities using tax deferred vehicles, deferred income, deductible items and asset ownership changes or income shifting strategies.

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