Chad Castle, RICP
Login to view DISC.Chad Castle is the President and Owner of Winnow Wealth, where he creates transparent and efficient financial plans. As a Retirement Income Certified Professional (RICP) and a graduate of Baylor Universitys business school, he specializes in helping investors maximize their spendable income by removing financial impurities from their strategies.
Outside of his professional work, Chad is a family man, married to his wife, Kristy, with whom he has three children: Cal, Knox, and Campbell. He maintains a strong connection to his alma mater, Baylor University, and its affiliated organizations.
His entire financial planning approach is uniquely built around four core "Money Affirmations" designed to simplify wealth management.
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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