I’ve always been passionate about helping people. In the rural Ozark hills where I grew up that might have meant taking food to a sick neighbor, helping the farmer down the road get his cows back inside the fence, or holding hands and praying with the one who’d just experienced a devastating loss or faced an excruciating decision.

Though my original credentials were in economics, my heart for helping seemed most fully expressed through the church. I became a minister to help enrich people’s lives. That often involved money, which led me to seek out partners in the financial industry who helped me simplify the explanation of the complexities of money, taxes, and investments. Strategies developed within the financial realm eventually led to the establishment of WealthCare Corporation. I went on to serve as a Certified Financial Planner and became credentialed to represent clients in front of the IRS. Over time, we’ve grown into a firm of professionals in an ecosystem of specialties, committed to helping people preserve and grow their wealth while creating a legacy for generations to come.

We’ve learned to integrate tax strategy into the process of designing retirements and managing wealth. The work we do for clients centers on five building blocks — tax reduction, wealth management, risk protection, exit planning, and legacy design. All blend together to provide a personalized approach to lifetime wealth management that allows people to retire comfortably, age with dignity, and create a legacy for generations. Today, over thirty years after I began my journey, WealthCare Corporation is a national personal wealth firm serving individuals, families, and businesses who want a more customized approach. Unlike other firms, WealthCare Corporation is a personal wealth firm that takes a tax-centric approach to holistic, lifetime wealth creation, and preservation.

We are grateful for the opportunity to serve our customers and are passionate about our business. We believe tax strategy is personal, investment strategy is personal, and family legacy planning is very personal. And so, at WealthCare Corporation, we believe wealth advice should be personalized, allowing you to retire with confidence, age with dignity, and leave a lasting legacy for your family.