Our People

Our People

Jeffrey L. Watson, CFP®

“Play like a champion today.”

Jeff founded WealthCare Financial Group, LLC in 1997 to provide holistic lifetime planning and address every aspect of what you want your money to accomplish for you and your family. As a holistic wealth planner, Jeff’s prepared to guide you through your unique pattern of Critical Financial Events and uncertainties. He has also passed the FINRA Series 7 and 63 securities exams.

Jeff earned his Bachelor of Science in business and technology from Butler University and later graduated from Indiana University with a Master of Business Administration in finance. He and his wife, Laura, have lived in Noblesville since 1985. They have four daughters that he often refers to as his board of directors! Jeff is actively involved in Bethel Lutheran Church of Noblesville, the Fishers Chamber of Commerce, the Noblesville Boys & Girls Club, Central Indiana Life Centers and the Riverview Hospital Foundation. He enjoys running and has successfully completed 10 marathons and 50 half marathons.

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Chris Odle, CFP®

A Dallas native, Chris began his career in the financial services industry in 2003 and brings deep experience to the team. In addition to working with closely held businesses on a broad range of company retirement plan designs, Chris advises individual clients with tax optimized financial and lifetime income planning, including investment and insurance solutions. Chris is a CERTIFIED FINANCIAL PLANNER™ practitioner and earned his Bachelor of Science degree in finance from the University of North Texas. He has passed the FINRA Series 7, 66, and 24 exams and is licensed in life and long term care Insurance. When not hard at work for his clients, Chris may be found playing soccer or spending time with his family. He and his wife Jami live in Noblesville and have three active children: Jacob, Luke, and Kate.

 

 

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Dale Money, CPA

903-458-9013

Dale brings over 36 years of experience as a CPA and 10 as a financial advisor in service to our clients. A 1981 graduate of Baylor University, Dale's career spans both public accounting at Grant Thornton and private accounting at major corporations EDS and Rubbermaid. In 2002, he formed his own firm to provide QuickBooks consulting and other accounting services to his business clientele. Dale affiliated with Avantax (formerly 1st Global) in 2008 and has passed the FINRA Series 7 and 66 exams. A lifelong native of the Greenville, Texas area, Dale married Cecilia (Hendricks), also of Greenville, in 1984 and today they are parents of six and grandparents of seven. Dale has served on the board of the Raffa Clinic, a regional pregnancy resource center, including nine years as its Chairman. He is active in the Ridgecrest Baptist Church as well as the Greenville Kiwanis Club.

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Dawn E Parks, CFP®, CLU

Originally from Georgia, Dawn began her career in the financial services industry in 1996 and brings a vast range of experience in financial services to the team. Dawn’s experience spans over two decades as a financial advisor, a training coach for advisors, and manager of a support team for advisors. Today, she specializes in comprehensive wealth management for individuals, families, and business owners.

Dawn is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Life Underwriter, which gives her a special knowledge in risk management. She has passed the FINRA Series 7, 24, 63, and 65 exams and is licensed in life and long term care insurance.

When not in the office, Dawn enjoys spending time with her family or exercising. Dawn and her husband Scott have two children, a dog, and currently reside in Plano, TX.

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Garry L. Quinn, CPA

Born and raised in Texas, Garry began his career in the financial services industry in 1992 and brings a vast range of experience and knowledge in holistic wealth management.

Garry has been a licensed Certified Public Accountant (CPA) since 1982 and has been self-employed since 1980 in the Grapevine, Colleyville, and Southlake areas. His extensive experience encompasses income tax planning, tax preparation, and financial planning. He has assisted both individuals and small business owners. He earned his Bachelor of Business Administration degree in Accounting from Texas Wesleyan University. He has passed the FINRA Series 7, 63, and 66 exams and is licensed in life and long-term care insurance.

Garry enjoys spending time with his wife Helen, reading, hunting, golfing, and working in the yard. Garry and Helen have two daughters and four grandchildren and currently reside in Colleyville, Texas.

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John W. Brimer, CPA

John has lived in the Fort Worth, TX area for most of his life and has been a Certified Public Accountant (CPA) since 1970. His CPA practice, which was founded in 1992, has enabled him to serve clients located throughout the Dallas and Forth Worth area. As a CPA, John has consistently served his clients on income tax planning, accounting services, and financial planning. He is a graduate of the University of Texas at Arlington. He has passed the FINRA Series 7 and 66 exams. 

John lives with his wife, Suzanne, south of Forth Worth, TX. John is on the Board of Directors of Christian Motorsports, Inc. Christian Motorsports, Inc. operates as Racers for Christ and provides non-denominational Christian services nationwide to the motorsports industry.
 

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Cristina R. Essling

Cristina brings a diverse background in client service and office management experience to WealthCare Financial and serves a vital role by managing day-to-day activities across the entire firm. Her fundamental passion for client care enhances the high value to our firm felt by every client. 

Cristina has passed both the FINRA Series 7 and 66 exams and is currently working towards becoming a CERTIFIED FINANCIAL PLANNER(CFP®).

Cristina and her husband, Joe, stay quite busy with their two young sons. In her free time, she enjoys traveling, running, and spending time with family and friends.

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Lori L. Keller

Lori brings several years of experience in a financial advisory practice as well as in the land development and construction industries. 

A proud Mean Green graduate of the University of North Texas, Lori currently resides in Lantana with her husband Randy and their 3 children. A native of east Texas, she founded the Panthers Care Family Assistance charity which provides support to Spring Hill ISD families, alumni, and staff in her hometown area.

She also enjoys tennis, is a hockey and volleyball mom, and attends Prestonwood Baptist Church.
 

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