About Us
Welcome to Winnow Wealth, where financial expertise meets a personal touch. With over 50 years of combined experience and diverse backgrounds, our team is a dynamic force ready to assist clients of all types. From young individuals embarking on their financial journey to established couples planning their retirement and legacy, Winnow Wealth is committed to helping everyone utilize their finances efficiently.
Candidate for CFP® certification
With over two decades of experience guiding individuals towards their financial aspirations, Chad understands wealth is not just about money; it's about dreams, goals, family, and legacy. His approach goes beyond numbers, focusing on dignity and self-reliance.
Chad Castle, RICP®
Chad grew up in a small town in northeast Texas. During high school, he played football and baseball, stocked grocery shelves on weeknights, and drove tractors and grain trucks on the weekends. Although he was Valedictorian of his high school class, his kids say his class rank wasn’t impressive because there were only 37 students in his graduating class.
As a student at Baylor, Chad paid for his education through student loans and waiting tables at nights and most weekends. During his “free” time, he was a founding member of the Baylor Rugby Club and served as an officer in Sigma Nu Fraternity.
After earning his BBA, with a double major in Financial Services and Planning and Insurance Studies, his most proud accomplishment was marrying his “Baylor Beauty” over 26 years ago. Four kids later, Chad spends much of his time working to pay Baylor tuition bills and baseball and football season tickets.
Chad has served in the financial services industry since 1995. Most recently, he opened Winnow Wealth to focus on creating simple, efficient, and transparent investment plans for his clients. Chad teaches retirement planning courses every semester at McLennan Community College, where his students are primarily Baby Boomers. After every class, Chad hears comments like, “Wow! We wish we would have come to your class twenty years ago!”
CERTIFIED FINANCIAL PLANNER™
Offering a comprehensive range of services related to retirement income and financial planning, Jessica's commitment to building relationships with clients is clear in her attention to detail and dedication to guiding them through their financial journey.
Jessica Burch, MBA
Jessica went to college at Texas State and received her Bachelor’s in Business Administration, but decided that wasn’t enough and continued to get her Master’s in Business Administration at Tarleton State.
Besides her impressive degrees, Jessica is proud of being a CERTIFIED FINANCIAL PLANNER™, qualified Investment Advisor Representative, holds a Series 65 securities license and a Life, Accident, and Health insurance license in Texas.
Over twenty years ago, Jessica married her high school sweetheart. Together they share three busy boys and love spending their free time with them.
David Nuckols, CPA, RICP®
With David's extensive accounting background, he has plans for a bright future with Winnow Wealth. He offers his experience to your financial planning to show you the best path forward. David is a firm believer in investing with intent.
David Nuckols, CPA, RICP®
David went to college at the University of Texas at Austin and earned his BBA in Accounting. Afterward, he became a Certified Public Accountant, issued by the state of Texas.
His love for accounting started early, and he has 23 years of experience through roles such as Insurance Agent, Investment Advisor Representative, and Financial Advisor. He is thrilled for a bright future with Winnow Wealth.
He loves the idea of assisting people in investing with intent and believes in helping you through that process.
Steven Fleuriet
Candidate for CFP® certification
Bringing a decade of expertise in corporate ethics and compliance, along with more than one year of experience in personal finance, Steven's background and commitment enrich our team's collective proficiency and technical capabilities.
Steven Fleuriet
Steven, a native of Waco, Texas, attended Sam Houston State University in Huntsville, Texas, earning both Bachelor of Science and Master of Science degrees.
For ten years, his career centered around risk-related roles, specializing in corporate security, occupational safety, and predominantly corporate ethics and compliance. His commitment culminated in the position of Global Director of Ethics and Compliance at a UK-based global manufacturing company.
Driven by a long-time passion for personal finance, Steven changed careers and soon attained the status of Candidate for CFP® certification. Residing in the Houston area, he balances his work with hobbies such as gravel cycling, refurbishing lawn mowers, volunteering, and various DIY projects.
At Winnow Wealth, we are not just financial advisors; we are partners in your financial success, dedicated to empowering you to achieve your dreams.
The Meaning of Winnow
The term "winnow" holds great significance at Winnow Wealth, embodying the essence of our financial philosophy.
To winnow is to separate the valuable from the extraneous, an ancient agricultural practice of separating grain from chaff. In the context of Winnow Wealth, this process directly aligns with our commitment to refining financial strategies, helping our clients sift through the complexities of their financial landscape to discern what truly matters. Much like separating the wheat from the chaff, we guide individuals in identifying and retaining the essential elements of their financial portfolio while eliminating unnecessary complexities.
By strategically winnowing through accounts and financial intricacies, we empower our clients to focus on what truly contributes to their financial well-being, ensuring a streamlined and purposeful approach to wealth management. At Winnow Wealth, we believe in the power of clarity and simplicity, helping you cultivate a financial future that is both meaningful and resilient.
Chad and Jessica, Co-Founders
How We Operate
At the core of our philosophy is a steadfast commitment to simplicity, efficiency, and transparency, supporting our mission to foster meaningful, long-lasting relationships.
Simplicity
Streamlining financial processes for clarity and ease of understanding
Efficiency
Maximizing effective financial strategies to achieve optimal results, declutter accounts, and meet your goals
Transparency
Providing open and clear communication to build trust and empower informed decision-making
Our Specialties
Investment
Planning
Estate
Planning
Tax
Planning
Insurance
Needs
Cash Flow
Planning
Education
Savings
Retirement
Planning
Charitable
Giving
Copyright © 2024 Winnow Wealth, LLC
Winnow Wealth, LLC (“Winnow Wealth”) is a Registered Investment Advisor (“RIA”), located in the State of Texas. Winnow Wealth provides investment advisory and related services for clients nationally. Winnow Wealth will maintain all applicable registration and licenses as required by the various states in which Winnow Wealth conducts business, as applicable. Winnow Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Investment advisory services also offered through Brookstone Wealth Advisors (BWA), a registered investment advisor. Winnow Wealth & BWA are independent of each other.