6603 River Road
Mark has worked in the insurance and investment industry since 2002 and in 2006 Mark expanded his practice into individual retirement planning for baby boomers and retirees to help clients best prepare for their retirement years.
He opened WealthCare Investments and Insurance in 2011 to provide practical help for those preparing for retirement. Mark has some of the finest planners and insurance agents in the industry. Mark’s team includes agents in Kentucky and Indiana and continues growing every day to serve clients.
Mark resides in Prospect, KY with his wife, Lora, of 40 plus years, and is involved in their local church, Southeast Christian Church. He serves local organizations including Dreams with Wings and Home of the Innocents. His passion is helping others meet their financial goals in life and retirement.
Securities offered through American Equity Investment Corporation. AEIC Member FINRA & SIPC 4222 Grant Line Road, New Albany IN 47150 All other products and services offered through WealthCare Investments & Insurance
Investment Advisor Representative
Advisory services offered through American Capital Management, located at 4222 Grant Line Road, New Albany IN 47150. All other products and services offered through WealthCare Investments & Insurance.
Life, Health & Disability Specialist
Calinda holds her BA from the University of Cincinnati in Education. A former teacher/administrator of 27 years, Calinda enjoys educating on the topic of finance and planning. She also helps families and individuals navigate their health care options by offering health insurance plans without deductibles and Medicare supplements.
She resides in Louisville with her husband, Jon where they attend Northeast Christian Church. Together they have 5 children and 1 granddaughter.
Too many people don’t understand how taxes, social security, 401(k)’s work and how these things effect them in retirement. We are in the business of helping people keep as much of their hard-earned money in their own pocket.