Elevating What Matters.
Simplifying the Rest.^™

Chad grew up in a small town in northeast Texas. In high school, he played football and baseball, stocked grocery shelves on weeknights, and drove tractors and grain trucks on the weekends. He was Valedictorian of his class, though his kids like to point out that there were only 37 students in his graduating class.

Chad attended Baylor University, where he paid for school through student loans and by waiting tables at nights and on weekends. During his limited free time, he was a founding member of the Baylor Rugby Club and served as an officer in Sigma Nu Fraternity.

He earned his BBA with a double major in Financial Services and Planning and Insurance Studies. Not long after, he married his “Baylor Beauty,” which he still considers one of the best decisions of his life. More than 30 years and four kids later, Chad spends much of his time working, cheering on his family, and keeping up with Baylor tuition bills, baseball, and football.

He also teaches retirement planning courses every semester at McLennan Community College, where many of his students are Baby Boomers preparing for or already living in retirement. After class, he often hears some version of the same comment: “We wish we would have taken this class twenty years ago.”

Jessica earned her Bachelor of Business Administration from Texas State University and later received her Master of Business Administration from Tarleton State University.

She is a CERTIFIED FINANCIAL PLANNER™ professional, Investment Advisor Representative, holder of the Series 65 securities license, and is licensed in Life, Accident, and Health Insurance.

With a background in financial planning and tax preparation, Jessica specializes in helping clients bring all aspects of their financial lives together. Her work focuses on retirement planning, retirement income strategies, tax planning, investment management, insurance analysis, and navigating major life transitions. She is passionate about helping clients simplify complex financial decisions so they can move forward with greater confidence and purpose.

Jessica believes financial planning is about more than numbers. It is about understanding what matters most to each client and creating a plan that supports their goals, values, and vision for the future. She is known for her attention to detail, practical guidance, and genuine care for the people she serves.

Jessica has been married to her high school sweetheart for more than 27 years. Together, they have three sons and enjoy spending time with family, serving in their community, and making memories together.

Steven is a Waco native who earned both his Bachelor of Science and Master of Science degrees from Sam Houston State University in Huntsville, Texas.

Before joining Winnacle Wealth, Steven spent ten years in risk-focused roles, including corporate security, occupational safety, and corporate ethics and compliance. His work eventually led him to serve as Global Director of Ethics and Compliance for a UK-based global manufacturing company.

A longtime student of personal finance, Steven changed careers to do work closer to the conversations that shape people’s real lives: retirement, taxes, investments, and long-term planning. He is a Candidate for CFP^® certification and supports the Winnacle team through financial planning, compliance, marketing, and client service.

Steven lives in the Houston area. Outside of work, he enjoys gravel cycling, refurbishing lawn mowers, volunteering, and tackling DIY projects around the house.

Samantha holds her Life and Health license and is Medicare certified. She is passionate about helping clients understand their Medicare options and find coverage that fits their needs, their budget, and their season of life.

Before joining Winnacle Wealth, Samantha spent time with Farmers Insurance, where she helped clients navigate home, auto, and life insurance policies. That experience gave her a strong foundation in building relationships, listening closely, and helping people make important decisions with confidence.

Samantha believes the best recommendations begin with truly understanding a client’s situation. Her background is rooted in customer service, and she takes pride in making people feel heard, cared for, and supported throughout the process.

Outside of work, Samantha is a proud wife of 13 years and mom to two girls who keep the family busy with sports and activities. When they are not on the sidelines cheering, Samantha and her family enjoy spending time outdoors and making the most of quality time together.