The dedicated Wealthkare Team that developed the
Get More Retirement® program.
Bruce J. Smith III
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. Read More
Monica Smith
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 roll as “grammy” to the Smith grandchildren. She enjoys gardening, traveling, and working on various projects with young people at church. Bruce and Monica recently celebrated 40 years of marriage.
Bruce J. Smith IV
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 TheWealthKare 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®
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 ®, a member of the Financial Planning Association, and a member of the Ed Slott’s Elite IRA Advisor Group. In addition to his responsibilities as an advisor representative for WealthKare, he serves as an integral part of our planning and management team. 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®
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. Tony 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 help provide insight for 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.
Cinnamon Chatman
Cinnamon Colony-Chatman is an Investment Advisor Representative for The WealthKare Investment Centers. Mrs. Chatman was born in 1977 and has been serving the clients of The WealthKare Investment Centers since 2018. Cinnamon earned her Bachelor’s Degree in General Sciences for Penn State University in 1999, her Associates 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 throughout central Pennsylvania. Cinnamon, her husband Nate, and children Elijah and Aiyana, enjoy traveling, boating, family outings and a serving their church
Nathan Chatman
Nathan J. Chatman is an Investment Advisor Representative for The WealthKare Investment Centers. Mr. Chatman was born in 1973 and 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. These programs help to educate these groups on not only the methodic process to help maximize the lifetime retirement benefits from a retirement portfolio, but to stress the importance of integrating a Tax strategy as a critical pillar of planning for 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 a serving their church.
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