Meet Your
Wealth Care Team
We’re committed to helping improve your financial health through education and strategic, common-sense planning.
Dr. Erik Nilssen, M.D., M.B.A. Director of Education, Co-Founder
As an orthopedic surgeon and founder of the Nilssen Ankle and Foot Center, Erik knows firsthand the financial hardships imposed upon those in the health care community. As a result, he is dedicated to helping physicians take control of their financial success so they can build a thriving livelihood and a fulfilling retirement.
After more than 20 years in the medical profession, Erik realized physicians had a pressing need that wasn’t being met: greater financial literacy. Health care providers spend their careers taking care of others, but no one is taking care of them when it comes to their own financial wellness.
“Physicians need to learn new strategic methods to safeguard their practices and financial health in the same way they learn new techniques to treat their patients,” he says.
Erik formed WealthDx specifically to serve the financial needs of the health care community, providing the same high levels of care and comfort that physicians provide to their patients. As “The Strategic Doctor,” Erik focuses on educating fellow physicians on developing strategic financial strategies to achieve financial freedom.
Erik is board certified by the American Board of Orthopaedic Surgery and the American Academy of Orthopaedic Surgeons. He is the only person to have completed fellowships in both Sports Medicine and Foot & Ankle at the American Sports Medicine Institute under the direction of Dr. James R. Andrews.
In his free time, Erik enjoys spending time at the beach, boating, watching college sports and collecting Paleo-Indian artifacts.
Jeff Hendrix* Director of Investment Services, IAR, Co-Founder
Born and raised on the sunny shores of Pensacola, Florida, Jeff’s affinity for numbers and finance began at a young age. Throughout his career, he has developed extensive knowledge in financial planning, driven by a genuine desire to make a difference in the lives of the people he serves.
While many might see financial planning as a straightforward numbers game, Jeff has always seen it as a delicate art form. His focus lies in aiding medical professionals who have dedicated their lives to healing others, striving to ensure they can enjoy an early and fulfilling retirement. By strategically incorporating non-correlated assets, Jeff provides physicians with a shield against market volatility, bolstering their retirement plans and offering an extra layer of security.
For Jeff, success isn’t just about reaching the end goal. It’s about building trust, understanding unique needs and creating a financial treatment plan that adapts as life unfolds. He believes that financial planning is about more than numbers on a balance sheet; it is about designing a future where dreams are realized, and every cherished moment is lived to the fullest.
