Meet Our Financial Advisors and Retirement Planning Team

Get to know the Springfield professionals who help WealthCare clients maximize retirement income, reduce income taxes, decide when to take Social Security and cover healthcare expenses Medicare doesn’t.

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The WealthCare Team Is an Ecosystem of Experts in Retirement Planning and Tax Reduction

We’ve brought together a collective team of professional experts in an ecosystem of retirement designers, planning analysts and tax strategists, all in a high-care culture designed to serve and support you with the best possible customer experience.

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Barry Watts Founder

Barry founded WealthCare to help families make confident retirement income decisions, reduce the risk they are taking, minimize or eliminate income taxes and leave a legacy larger than they thought possible. His people-first approach shapes the way the WealthCare team serves clients throughout Springfield, the Ozarks and nationally.

“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 someone who’d just experienced a devastating loss or faced an excruciating decision.”

Before starting his career in financial services, Barry followed his passion for helping others by becoming a minister. It wasn’t long before he realized helping people live a fuller and better life often involved money. This realization led Barry to seek partners in the financial industry who could help him simplify and better communicate about money, taxes and investment. It was out of this experience that WealthCare Corporation was eventually born.

From 2000 to 2011, Barry served as a Certified Financial Planner (CFP®) before becoming certified to represent clients before the IRS. Today, he focuses on helping people preserve and grow their wealth while creating a legacy for future generations. His approach is centered around five building blocks — tax reduction, wealth management, risk protection, exit planning and legacy design — all knit together to provide a personalized solution that allows people to retire comfortably, age with dignity and leave a lasting legacy.

“We are grateful for the opportunity to serve our customers and are passionate about our business,” says Barry. “We believe tax strategy is personal, investment strategy is personal and family legacy planning is very personal — and your wealth advice should be, too.”

Retirement Advisors and Client Support Team

Jeremy Zickefoose

Retirement Designer & Social Security Specialist

Joey Ledford

Retirement Designer

Matt Dean

Retirement Advisor & Medical Coverage Coordinator

Benjamin Cavner

Retirement Analyst

Chris Blades Headshot

Chris Blades

Retirement Analyst

Wendy Parsons

Front Office Coordinator

Josh Laudig

Director of Operations and Marketing

Nola Peterson

Executive Administrator

John Peterson

Director of Trading

Skyler Mesicek

Director of Client Services

Amanda Price

Client Services Associate

Sonya Higgs

Client Services Associate

Phil Brown, CPA

Director of Tax Compliance

Trisha Whittington

Tax Associate

Maria Biondo

Marketing Manager

Quintin Huckaby

Marketing Assistant and Videographer

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