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.

Blake Fellows is a financial advisor with Wealthcare Capital Partners, LLC, holding a Series 66 license and bringing 25 years of industry experience. He has worked at multiple firms including LPL Financial and Coastal Equities, Inc., and has maintained his own advisory practice under Fellows Financial Group since 2015. Outside of advisory work, he serves as president of Fellows Risk Solutions, an agency specializing in life, health, disability, and long-term care insurance. Wealthcare Capital Partners, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $407 million in assets and utilizes a goals-based, evidence-based investment process integrating behavioral economics and quantitative metrics.

Michael Schimmel is a financial advisor at Wealthcare Capital Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Arkadios Capital, Coastal Equities, Inc., Wealthcare Advisory Partners LLC dba Fellows Financial Group, LPL Financial, and HSBC Securities. Schimmel is involved in insurance planning through Fellows Risk Solutions and maintains dual registrations with multiple advisory firms. Wealthcare Capital Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $407 million in client assets using a goals-based, evidence-based investment process that incorporates behavioral economics and quantitative metrics to align long-term strategies with client preferences.

Ruben Devia Arbanil is a CFP® professional with eight years of industry experience, currently serving at Wealthcare Capital Partners, LLC. His career includes roles at Arkadios Capital, Abich Financial Wealth Management, and Edelman Financial Engines Advisors. He also works as an insurance agent providing life insurance and annuity services to financial planning clients. Wealthcare Capital Partners, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, evidence-based investment process incorporating behavioral economics and quantitative metrics, managing approximately $407 million in client assets.

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 at Wealthcare Capital Partners, LLC with 43 years of industry experience. He has held positions at multiple related firms, including a long tenure at Atlantic Financial Services, Inc. and Atlantic Securities Associates, Inc. Fischer also holds a Series 63 designation and maintains an insurance license. Wealthcare Capital Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $407 million in client assets and employs a goals-based, evidence-based investment process that integrates behavioral economics and quantitative metrics 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.