Your Indianapolis Team
We've been serving our clients in the Indianapolis area from our office in the Crosspoint complex in Fishers since Jeff founded the firm in 1997. Our client service team of Hilary and Paige are ready to take care of your needs!
9840 Westpoint Drive, Suite 350
Indianapolis, IN 46256
Your Dallas Team
WealthCare Financial expanded into the Dallas-Fort Worth area in 2018 and now coordinates client services from offices in rapidly growing Frisco. Our client experience specialist Karen Umpierre awaits your call!
8501 Wade Boulevard, Suite 1150
Frisco, TX 75034
Jeffrey L. Watson, CFP®
Owner and Founder
Jeff founded WealthCare Financial in 1997 in response to the needs expressed by his top tax clients for truly panoramic lifetime planning that was tax smart and entirely independent of the traditional investment and insurance...
Dawn E. Parks, CFP®, CLU
Director of Wealth Planning
Dawn leads all client services and wealth advisory processes for the Frisco office in addition to setting direction for holistic wealth planning strategies across the firm at large. Dawn began her career in the financial services...
Cristina R. Essling
Associate Financial Advisor
Cristina brings a diverse background in client service and office management experience to WealthCare Financial and her key role of Wealth Services Associate manages day-to-day activities across the entire firm. Her fundamental mindset...
Hilary T. Burkhardt
Client Experience Specialist
Hilary is our resident Boilermaker with a Purdue University bachelor’s degree from the College of Agriculture. As our lead Client Experience Specialist, she draws from her robust background in client relations and customer service...
Karen Umpierre
Client Experience Specialist
Karen brings several years of financial client relations experience as a Financial Consultant at TIAA, a Relationship Banker at Chase Bank and as a Sales Assistant at Popular Securities; as well as holding both securities and insurance...
Paige K. Haustetter
Client Experience Specialist
Paige brings a diverse background of care with 10 years of customer service experience. In addition to her Client Experience Specialist role, Paige also heads up our income tax season client service efforts. She is insurance licensed...
