Wealthcare Capital Partners, LLC

Jessica Hoffman is a financial advisor at Wealthcare Capital Partners, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Edward D. Jones & Co., L.P., LPL Financial LLC, and Arkadios Capital. Outside of her advisory role, she works as a dental hygienist at Waukee Dental. Wealthcare Capital Partners LLC provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process using a patented web-based planning platform combined with evidence-based manager selection and behavioral-economics tools to align strategies with client preferences.

Ruben Devia Arbanil is a CFP® professional with seven years of industry experience, currently serving at Wealthcare Capital Partners, LLC in Leesburg, VA. His prior roles include positions at Arkadios Capital, Fellows Financial Group, Abich Financial Wealth Management, and Edelman Financial Engines Advisors. Outside of advisory work, he is involved in life insurance and annuity sales through affiliated entities supporting his financial planning clients. Wealthcare Capital Partners LLC provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process using a patented web-based planning platform combined with evidence-based manager selection and behavioral-economics tools to align strategies with client preferences.

Carol Ashmen is a financial advisor with Wealthcare Capital Partners, LLC, holding a Series 65 designation and bringing 37 years of industry experience. Her prior work includes long tenures at Atlantic Financial Services, Inc., Atlantic Securities Associates, Inc., and Atlantic Securities, Inc. She is also registered as an insurance agent and registered representative with M.S. Howells & Co, where she implements insurance recommendations. Wealthcare Capital Partners LLC provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm’s investment process is goals-based and incorporates a patented, web-based planning platform alongside evidence-based manager selection and behavioral-economics tools to align strategies with client preferences.

Keri Blake is a financial advisor at Wealthcare Capital Partners, LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, LPL Financial, and Arkadios Capital. Blake is also involved in financial planning through Fellows & Blake Financial and participates in annuity sales and life insurance services related to estate planning. Wealthcare Capital Partners LLC provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process utilizing a patented web-based planning platform combined with evidence-based manager selection and behavioral-economics tools.

Craig Fischer is a financial advisor with Wealthcare Capital Partners, LLC and holds a Series 63 designation. He has 42 years of industry experience, including long tenures at Atlantic Financial Services, Inc. and its related entities. Outside of his advisory role, he is a licensed insurance agent and serves as a registered representative at M.S. Howells & Co. Wealthcare Capital Partners LLC provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process utilizing a patented web-based planning platform alongside evidence-based manager selection and behavioral-economics tools to align strategies with client preferences.

Chase Geiger is a financial advisor at Wealthcare Capital Partners, LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Arkadios Capital, Amazon, the University of Northern Iowa, and TruBank. Wealthcare Capital Partners provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process supported by a patented web-based planning platform and uses evidence-based manager selection alongside behavioral-economics tools to align strategies with client preferences.