Your Advisors

E. Allen Castle, DMD, CFP™

Founder and President

Allen built a successful dental practice after graduating from the University Of Kentucky School Of Dentistry in 1987. A life-long learner, he continued to study business and investing realizing that he needed to successfully manage his family’s finances in order to ensure their future and his retirement.

Allen founded Moneywise, Inc. in 1996 and became a Certified Financial Planner™ Professional in 2002. He has worked with clients for over 17 years and sold his dental practice to focus full time on his second career.

He is an avid tennis player and enjoys spending time with his two sons. Allen also loves to golf, snow ski, cook and travel.

Lisa P. Castle, CPA, CFP™

Vice President

Lisa provides tax preparation and planning expertise as well as accounting and bookkeeping services for Moneywise clients in addition to her own. Lisa earned her BA in Finance and her BS in Accounting from the University of Kentucky in 1984.

In addition to being the VP for Moneywise, Inc. Lisa spent more than 20 years building her own accounting practice, raised her sons and obtained her CFP© designation in 1994. She has cultivated an extensive network of professionals over her 30 year career that greatly benefits both her CPA and Moneywise clients.

Lisa is a huge animal lover – and she enjoys tennis, snow skiing, scrapbooking and strives to exercise daily.

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