Broker Check

Our Team

Mark Mercurio

Owner/President

502.410.3465

866.381.4488

Mark@wealthcareinvest.com

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.

Certifications

  • Registered Representative with American Equity Investment Corporation
  • Securities Licensed Series 6 & 63
  • Life, Health, Property & Casualty Licensed
  • Notary Public

Qualifications

  • Owner/President Employee Benefits Services
  • Owner/President WealthCare Investments & Insurance
  • Experience in the financial and insurance industry since 2002

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

R. Scott Walker

Investment Advisor Representative

502.410.3465

866.381.4488

scott@wealthcareinvest.com

  • Investment Advisor Representative, American Capital Management
  • Financial Advisor, WealthCare Investments & Insurance
  • Board of Directors, Eastern Area Community Ministries
  • Life & Health Insurance Licensed in KY, IN, & MS
  • Series 65 Securities Licensed
  • Master of Arts, University of Louisville
  • Notary Public
  • Experience in the financial and insurance industry since 2005

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.

Calinda Young

Life, Health & Disability Specialist

(502) 410-3465

(866) 381-4488

calinda@wealthcareinvest.com

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.

  • Licensed in Life and Health Insurance since 2009
  • Bachelors degree in Education from University of Cincinnati
  • Louisville Chapter Director of Women in Insurance & Financial Services(WIFS)
  • Women Leaders in Insurance (WLI)- Board Member  
  • Co-directs Sleep in Heavenly Peace (SHP) build days
  • As a cancer survivor, volunteers for many cancer foundations
  • Health Insurance, Medicaid Supplement Specialist

Dacia Grimes, CPA

CPA

502.471.7449

866.381.4488

dacia@wealthcareinvest.com

Dacia is CPA at Wealthcare Investments and Insurance based in Prospect, KY. She holds a bachelor’s degree in Accounting from University of Louisville, has over 5 years of accounting experience, and holds her CPA license. She serves on the board of Bloom Elementary PTA and an aspiring local chapter of Women in Insurance and Financial Services (WIFS). Dacia resides in Louisville, KY with her husband, Justin, and their 3 daughters. Her mission is to inspire and inform others how to efficiently design their finances so they can live the life they want.