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We serve you, We look out for you, We care for you.  It’s a mindset.

Your Indianapolis Team

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 Cristina and Kate are ready to take care of your needs!

9840 Westpoint Drive, Suite 350
Indianapolis, IN 46256

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Your Dallas Team

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 Emily Petersen awaits your call!


8501 Wade Boulevard, Suite 1150
Frisco, TX 75034

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WealthCare Financial Team

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...

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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...

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Chris Odle, CFP®

Senior Wealth Advisor

Prior to joining WealthCare Financial as Senior Wealth Advisor for the Indianapolis office, Chris consulted with CPA firms to build wealth management practices in a financial services career with deep experience spanning back to 2003....

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Cristina R. Essling

Wealth Services Associate

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...

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Emily Petersen

Client Experience Specialist

Emily is your primary contact for our Frisco office in her role as Client Experience Specialist focusing on organizing, maintaining, and providing a high level of service to our clients’ needs effectively and efficiently....
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Kate Pelzer

Client Experience Specialist

Kate brings several years of client relations and customer service experience as general manager of a prestigious local restaurant to her role at WealthCare Financial as a Client Experience Specialist working closely with the wealth...
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