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Your Valuable Team at the Helm

Chad Castle, RICP® Photo

Chad Castle, RICP®

Thank you for getting to know a bit about me! I hope to meet you very soon as well.Thinking about your money should probably be at the top of your “To Do” list, but you find lots of other distractions that are more fun and exciting. That’s where I come in. I make the money conversations refreshing and enjoyable.You see, after over 20 years of helping folks plan for their financial future I have 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.When I earned my business degree from Baylor (a double major in Financial Services/Planning and Insurance Studies) I was taught to focus on the math and the numbers. So, of course, we will look at all of the details, and we are really good at that part of the process. But, we are also really good at focusing beyond the numbers. We are really good at focusing on you.When I think about my own personal financial planning, I don’t see numbers. I see my Baylor sweetheart of over 20 years. I see our 4 kids. I see dance recitals and cheerleading competitions with my two girls. I see baseball and basketball games with my two boys. And, coming very soon, I see Baylor tuition bills!! I see a future of what could be.What do you see? If you are like me, you see everything but the numbers. I focus on your numbers so you can focus on everything else.

John Baker Photo

John Baker

I enjoy meeting new people and I hope that includes you very soon.I learned a lot about this business from my father. He spent over 40 years in business, 20 of which I was by his side. Many referred to my Dad as a math genius, building his own calculators and spreadsheets long before Microsoft existed. People were impressed with all the calculations he could do in his head. What I found more impressive was his ability to communicate with people. He could filter complex problems into simple, funny stories with easy to understand solutions. Even today, I still use many of Dad’s old software tools and calculators.Dad passed away in 2008 and he took the math genius with him. But he left with me a love of people and the ability to make the complex into simple. In working together I will tell you stories and use parables that I heard him tell many years ago. I hear him thru my words and the message is just as strong and powerful today as ever before.When I’m not enjoying time with clients, you’ll find my three boys and me at my wife’s family ranch in North East Texas. Our weekends there are filled with running cattle and building fences. My boys are growing up. My oldest is an Aggie and my middle son is headed that way this fall. My youngest is still kind enough to let me coach his baseball team and enjoy his competitive spirit. My bride of 23 years runs our home and graciously allows us to think "The Boys" are in charge.As you can tell, my family is important to me. They give me meaning and purpose and they help clarify what is most important in life. I know you feel the same about yours. When you walk through our doors you become one of the family.

Jessica Burch, MBA Photo

Jessica Burch, MBA

“I have never met a woman, or man, who stated emphatically, “Yes, I have it all.” Because no matter what any of us has – and how grateful we are for what we have – no one has it all.”   ~ Sheryl Sandberg

Jessica is a mother to three very busy boys and wife of more than 19 years to her high school sweetheart. Jessica is an Accountant and Financial Advisor with Nurture Wealth.  In this role, Jessica manages the Tax Pro division, as well as provides financial advisory services.  Jessica is a qualified Investment Advisory Representative and holds a Series 65 securities license, as well as a Life, Accident, and Health insurance license in Texas.  Additionally, Jessica holds both Bachelor’s and Master's degrees in Business Administration.  Jessica offers a wide range of services, from tax preparation, to retirement income and financial planning.  To contact Jessica please email Jessica@NurtureWealth.com or click below to set up a consultation.

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