The people behind your plan.
More than 80 years of combined experience, coordinated under one roof and focused on one thing: helping families keep more of what they built.
Bruce J. Smith III
Founder & President
Bruce J. Smith III is the Founder and President of The WealthKare Investment Center. Mr. Smith, born in 1960, is the founding partner and dedicated to evolving the wealth planning and management processes for WealthKare clients. Mr. Smith studied Engineering at the University of South Carolina from 1978 to 1981 and served in the US Naval Nuclear Power Program aboard submarines from 1978 to 1984. Bruce entered the financial services industry in 1986 and has served at the highest levels of the industry, including board positions in the insurance space and as a former Vice-Chairman of a national securities firm. Bruce has hosted his financial radio program for over 25 years and is a media personality and an Amazon Best-Selling author. Bruce has had a lifetime love of cars, shoots competitively — including precision pistol at the national level — and loves spending time with the greatest gift in his life: his wife, Monica.
Monica Smith
Head of Corporate Communications
Monica has been involved side-by-side with Bruce since his entry into financial services. She has worn many hats since 1986 and continues to serve as head of corporate communications for The WealthKare Investment Centers. When she is not at work, she is enjoying her favorite role as “grammy” to the Smith grandchildren. She enjoys gardening and traveling. Bruce and Monica recently celebrated 45 years of marriage.
Bruce J. Smith IV
Partner & Vice-President
Bruce J. Smith IV is a partner and the Vice-President for The WealthKare Investment Centers. Mr. Smith, born in 1983, has been dedicated to serving the clients of The WealthKare Investment Centers since 2003. Mr. Smith earned a Bachelor of Science Degree in Financial Services from Pennsylvania State University in 2005. Bruce IV plays key roles in the firm in data management and client services areas in addition to his responsibilities as an advisor representative for the WealthKare team. When he is not at work, he enjoys golfing, traveling with his wife, Brittany, and raising his two children, Lilly and Bruce V.
Chris Heaster, CFP®
Partner · Director of Planning & Portfolio Design
Christopher J. Heaster is a partner and the Director of Planning and Portfolio Design for The WealthKare Investment Centers. Mr. Heaster, born in 1982, has been dedicated to serving the clients of WealthKare.com, Inc. since 2006. Mr. Heaster earned a Bachelor of Science Degree in Finance from Juniata College in 2005. Chris is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association. Working with the firm’s partners, he helps develop and implement the advanced wealth management strategies that are custom designed on a case-by-case basis for our clients. Chris enjoys traveling, camping, and the outdoors with his wife Raeann and two daughters, Sadie and Saylor. His family is active in church as well as several wildlife conservation groups.
Tony Brong, RICP®, WMCP®
Senior Managing Director
Anthony J. Brong is a Senior Managing Director of WealthKare.com, Inc. Mr. Brong, born in 1957, has been serving the clients of The WealthKare Investment Centers since 2011, and has worked with Bruce III in the financial services field since 1995. Tony has met the designation requirements for both the Retirement Income Certified Professional® (RICP®) and Wealth Management Certified Professional® (WMCP®) designations from the American College of Financial Services. In addition to his responsibilities as an advisor representative, Tony brings his years of experience and knowledge to a variety of planning and management strategies in use for the clients of WealthKare. Tony enjoys competitive shooting sports and traveling with his wife, Laura.
Deidre Eckhard
Senior Wealth Advisor
Deidre Eckhard is a Senior Wealth Advisor for The WealthKare Investment Center. She brings more than 20 years of retirement services experience spanning product development, client relationship management and RIA compliance. Deidre is known for dynamic problem solving and for balancing strategic and tactical goals, with a steady focus on keeping costs down and helping each family reach its retirement goals. She thrives on helping a growing firm build the infrastructure that supports its clients.
Nathan Chatman
Investment Advisor Representative
Nathan J. Chatman is an Investment Advisor Representative for The WealthKare Investment Centers. Mr. Chatman, born in 1973, has been serving the clients of The WealthKare Investment Centers since 2002. Nate earned his B.A. Degree in General Science/Physician Assistant Studies from Mount Aloysius College in 2007. In addition to his responsibilities as an advisor representative, Nate has worked closely with Bruce III to help develop the unique Get MORE Retirement® education program for both consumers and other financial professionals — stressing the importance of integrating a tax strategy as a critical pillar of retirement wealth management. Nate is a long-time NCAA Official Referee and has served in that capacity for several years at the National Finals events. Nate, his wife Cinnamon, and children Elijah and Aiyana enjoy traveling, boating, family outings, and serving their church.
Cinnamon Chatman
Investment Advisor Representative
Cinnamon Colony-Chatman is an Investment Advisor Representative for The WealthKare Investment Centers. Mrs. Chatman, born in 1977, has been serving the clients of The WealthKare Investment Centers since 2018. Cinnamon earned her Bachelor’s Degree in General Sciences from Penn State University in 1999, her Associate’s Degree in Nursing from Chamberlain College in 2006, and her Master’s Degree from Sacred Heart University in 2015. In addition to her responsibilities as an advisor representative, Cinnamon works closely with her husband, Nate, to develop customized tax-inclusive wealth plans as part of our WealthKare team. Cinnamon is a recognized leader in real estate circles. Cinnamon, her husband Nate, and children Elijah and Aiyana enjoy traveling, boating, family outings, and serving their church.
Wendy Wyman
Director of Legacy Planning Support
Wendy Wyman is Director of Legacy Planning Support for WealthKare Investment Centers. With more than 20 years of experience guiding retirees and near-retirees, Wendy helps clients develop and understand strategies that enhance retirement wealth—not only during their own lifetimes, but as that wealth transfers to a surviving spouse and ultimately to the family. As part of the WealthKare team, Wendy strengthens the firm’s legacy maximization planning by interfacing with a wide range of financial industry providers to identify competitive, stable solutions for Elite Wealth planning. She also partners with legal service providers and wealth.com to help ensure every client maintains up-to-date beneficiary designations and supporting estate planning documents.
Elijah Attlesperger
Elite Wealth Advisor · Retirement Planning Coordinator
Elijah Attlesperger is an Elite Wealth Advisor and Retirement Planning Coordinator for WealthKare Investment Centers. He brings extensive experience in investment research and wealth-building strategies to the team, applying that depth to help clients understand the Elite Wealth approach for optimizing value across the four critical areas of retirement: Risk, Tax, Income, and Legacy management. As the primary point of contact for the firm’s retirement value planning clients, Elijah delivers personalized, collaborative support throughout each client’s retirement wealth planning and management journey. His focus is on building long-term trust and fostering genuine financial wellness—helping clients see their full financial picture with clarity and confidence. Outside the office, Elijah enjoys boating, fishing, and traveling with his girlfriend, Sara.
Our promise
“As a fiduciary, we are legally and ethically bound to put your interests first, in writing, every time. Our only job is to help you keep more of everything you’ve built.”
Your biggest retirement expense never sends you a bill.
The Honest Fee and Tax Review puts both bills in dollars: what you paid for advice last year, and the income tax already owed inside your retirement accounts. One no-cost, no-obligation meeting with a fiduciary.
Included with your review