Our Team
With over 50 years of combined experience and different backgrounds, the team has a dynamic that works well with clients of all ranges. From younger individuals to established couples, Winnow Wealth can work with anybody to help utilize your finances in the best way possible. The group’s strengths come together to help every person in every situation create a plan for their future.
Our History
In 2015, Jessica joined Nurture Wealth under the mentorship of Chad Castle. Their partnership provided clients with a unique version of a financial advisory rather than the industry standard of an individualized approach. Their synergy provided clients with a relatable, trustworthy advisor team working towards the common goal of financial security. With Chad’s strength in strategy and Jessica’s strength in implementation, they know that better outcomes happen by design, not by chance.
Now in 2022, Nurture has decided to rebrand to Winnow Wealth, allowing for the company to focus on clients winnowing their wealth to invest with intent and create long-term relationships with the clients to achieve financial goals and security.
Our Team
With over 50 years of combined experience and different backgrounds, the team has a dynamic that works well with clients of all ranges. From younger individuals to established couples, Winnow Wealth can work with anybody to help utilize your finances in the best way possible. The group’s strengths come together to help every person in every situation create a plan for their future.
Chad Castle, RICP®
After over 20 years of helping people plan for their financial future, Chad has learned that it's not about money at all. It's about your dreams and goals, your kids and grandkids. It's about your dignity and self-reliance. It's about your legacy.
Jessica Burch, MBA
Jessica offers a wide range of services, from tax preparation to retirement income and financial planning. She enjoys creating relationships with her clients to help them through the journey of managing their financials.
David Nuckols, CPA, RICP®
With David's extensive background in the field, he has plans for a bright future here with Winnow Wealth. He brings his years of experience to your financial planning and show you the best path forward.
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