Jessica Burch co-founded Winnow Wealth, a fiduciary Registered Investment Advisor.
She holds bachelor’s and master’s degrees in Business Administration, and spent many
years as a Tax Accountant. She is a qualified Investment Advisor Representative holding a
Series 65 securities license and a Life, Accident, and Health insurance license in several
states. She has been married over twenty-three years to her high school sweetheart and
loves being mom to three sons.
What i Do
Retirement Income Planning
Retirement Strategies
Annuities & Financial Products
Income For Life Show
Retiree Resources
What The People Saying
“Matt Nelson from Income for Life is a true retirement income expert. His knowledge and guidance have been invaluable in helping me secure a financially stable future. Matt's expertise in annuities and other financial products is impressive, and he takes the time to explain everything in a clear and understandable manner. Thanks to his assistance, I feel confident that my retirement income will last for as long as I need it. I highly recommend Matt Nelson to anyone looking for a reliable and knowledgeable advisor for their retirement planning.”
Kyle DaCosta
"Working with Matt Nelson from Income for Life has been a game-changer for my retirement. He goes above and beyond to ensure that I have all the resources and information I need for a happy and fulfilling retirement. Matt's dedication to his clients is evident in his personalized approach and attention to detail. He has helped me navigate the complexities of retirement income and provided valuable insights on annuities and other financial options. I am grateful for his expertise and highly recommend him to anyone seeking a trusted advisor in retirement planning."
Miles Berlin
"Matt Nelson is a retirement planning wizard! His commitment to helping retirees is evident in his vast knowledge and genuine passion for ensuring their financial security. With his guidance, I feel well-prepared to face the challenges of retirement. Matt's expertise in annuities and other financial products is unmatched, and he takes the time to educate and empower his clients. He has provided me with invaluable resources and insights to create a happy retirement. If you want someone who truly cares about your retirement income lasting a lifetime, look no further than Matt Nelson from Income for Life."
Jake Maloney
Disclaimer: Winnow Wealth, LLC (“Winnow Wealth”) is a Registered Investment Advisor (“RIA”), located in the State of Texas. Winnow Wealth provides investment advisory and related services for clients nationally. Winnow Wealth will maintain all applicable registration and licenses as required by the various states in which Winnow Wealth conducts business, as applicable. Winnow Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Investment advisory services also offered through Brookstone Wealth Advisors (BWA), a registered investment advisor. Winnow Wealth & BWA are independent of each other.
