Your Winnacle Team.
The people you'll work with every step of the way.
Chad Castle, RICP®, ChFC®
Co-Founder
Chad has served families in financial services since 1995. His work is built around simple, efficient, and transparent planning that helps clients make wise decisions for retirement, family, legacy, and the life they want to build.
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Jessica Burch, MBA, CFP®
Co-Founder · Founder, JustHer®
Jessica helps individuals and families navigate the financial decisions that come with retirement, life transitions, and building a lasting legacy. She combines technical expertise with a thoughtful, relationship-driven approach, helping clients gain clarity, confidence, and peace of mind.
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Steven Fleuriet
Planning, Compliance & Marketing
Steven brings a background in ethics, compliance, risk management, and personal finance to the Winnacle team. He helps support the planning process, strengthen our compliance work, and keep the client experience clear, organized, and practical.
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Samantha Ocanas
Operations & Medicare Planning
Samantha helps clients navigate Medicare and insurance decisions with care, patience, and a focus on finding the right fit. She brings a strong customer service background and a heart for helping people feel confident, understood, and well cared for.
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Alden Abshire
Associate
Alden is a Waco native and Baylor graduate who returned home after several years with J.P. Morgan Private Bank in Dallas. He brings experience serving ultra-high-net-worth families and a longtime interest in investing to Winnacle Wealth.
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