WHO WE ARE
We’ll be honest with you — there’s nothing particularly complicated or flashy about our pursuit. In fact, it’s about as simple as you can get.
Our goal is to make your financial life better.
What does “better” mean? Well, that’s up to you. Maybe it’s feeling secure about your family’s well-being. Maybe it’s knowing that you’re on target for a great retirement. Or maybe it’s just being able to sleep a little better at night knowing you’re taking an active role in your financial future. But that’s the point — there’s no one-size-fits-all definition of “better.”
That’s why we take the time to understand your situation, needs and goals. So we offer the products and services that are right for you.
Meet The Team
Kris Schwartz graduated from the University of Texas at San Antonio with a Bachelor of Business Administration and Marketing. He created Wealthcare Financials in 2019 with the vision of becoming a resource nationally to all Healthcare Bankers, Doctors, Brokers, Consultants, and those within his network. Kris would not only create a team that would get the job done when it comes to educating and protecting clients, and meeting bank loan obligations, but doing it faster than all others. One of his passions became helping make the uninsurable, insured, as he partners with over 40 carriers to get protection in place and meet deadlines no matter the health history of his applicants.
Kris holds his Series 6 and 63 licenses allowing him to make an impact for his clients not only with insurance, but also supporting them with investment strategies critical to every portfolio.
Kris left his highly successful career in technology to pursue the ultimate challenge of becoming a financial professional in 2010, bringing uncommon knowledge and wisdom to those closest to him.
With over a decade of experience, he has become a trusted resource for dentists, physicians, optometrists, surgeons, and veterinarians. Kris is a devoted husband to his wife Danielle, and believes his greatest success is found in raising his children, Kole and Kendall. Kris enjoys playing golf, spending time with his family, watching the Cowboys & Longhorns, and volunteering in his community.
Registered Representative of Park Avenue Securities LLC (PAS). Financial Representative of
The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA#4031821
Danielle has been the Executive Assistant to her husband, Kris, since January of 2022. She is an integral part of the streamlined process that allows doctors to get into underwriting quickly and efficiently. They often say the phrase "happy wife, happy life" and since joining Wealthcare Financials the volume has more than tripled! Danielle is the 2nd line of support where she loves to interact with doctors of all specialties and guide them into the underwriting process, especially as they make their way into Practice Ownership.
Danielle resides in Austin, TX but comes from Buffalo, NY. One of her top priorities in life is rooting for her beloved Bills. She has been married to Kris since 2011 and they have 2 wonderful children, Kole and Kendall. Danielle gets to spend 5 weeks every summer at the family lakehouse in Rushford, NY which allows her to still be a proud Buffalonian.
Scot Davis II
Director of Operations
Scot Brings a broad range of skills and expertise to his role at Wealthcare Financials, extending across the investment and insurance industry. His competence includes bookkeeping, marketing, new business operations, and more, which he has developed and honed through his ongoing tenure at Capitol Wealth Strategies (CWS).
In his role at Wealthcare Financials, Scot focuses on optimizing client experiences, refining processes, and handling underwriting and case management. He ensures that clients are well-informed about the firm's suite of products and services, and that Financials Representatives are well-equipped to navigate the ever-changing financial landscape.
Holding a Bachelors degree in Finance, Scot's leadership in rooted in his commitment to continuous professional growth and development.
On a personal note, Scot is a devoted husband and father of two daughters. Passionate about staying active, he enjoys participating in Spartan races, local hiking, and golfing. This dynamic lifestyle is reflected in the energy and dedication he brings to his professional roles, promising a future of growth and excellence for Wealthcare Financials.
VP of Business Development
Ken brings a decade of experience in the financial services industry to Wealthcare Financials. With a focus on assisting doctors in their transition from Associates to Practice Owners, he offers a wealth of knowledge and expertise. Ken has established strong connections in the banking community on the West Coast, ensuring expedient fulfillment of insurance-based loan obligations for his clients. His personal practice encompasses local medical and dental practices, individuals, family trusts, and estates.
Ken's passion for helping doctors stems from a realization that many seemingly successful individuals in his early career were not adequately taken care of. He believes it is his responsibility as an advisor to provide strategies that build and protect his clients' income, wealth potential, and net worth for their families.
Originally from Cleveland, Ohio, Ken has deep roots and proudly supports the Buckeyes. His parents, both hard-working immigrant doctors, instilled in him a strong work ethic. Ken's background includes a musical inclination, playing guitar and violin during his youth and working at his father's firm from a young age. While initially considering a career in medicine, Ken pursued a Bachelor's degree in Biology and later earned an MBA in Finance. In 2007, he married his wonderful wife, Dounya, and together they have two incredible sons, Cyrus and Kian. Ken and his family actively engage with their community in north San Diego County.
New Business Manager
As Wealthcare Financials' Underwriting Manager, Diane drives an extraordinary customer experience by using her 35-plus years in the insurance, healthcare and finance industries to develop, execute and track end-to-end account management for Life Insurance clients.
A seasoned professional, she has worked with our Firm for more than 10 years managing all aspects of the underwriting process with the goal to expedite and execute positive outcomes. She is dedicated to responding to customer needs proactively and has a passion for developing and maintaining strong relationships.
In previous roles, Diane has led the new business and marketing development at a major health system on the East Coast and served as a healthcare consultant for several marketing firms. In her free time, she enjoys golf, travel and time with her grandchildren.