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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 Hilary and Paige are ready to take care of your needs!

9840 Westpoint Drive, Suite 350 
Indianapolis, IN 46256

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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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...

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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...

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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...

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