Meet the Team - Tres, Mason & Kimberly
Get to know Tres, Mason, and Kimberly and the values behind Wealthcare Partners of Tennessee. Their combined experience and client-first mission guide a results-driven approach designed to help individuals and families grow wealth with confidence.
Using Wealthcare’s patented GDX360® planning process and proprietary Comfort Zone® technology, Tres delivers goals-driven financial advice that seamlessly integrates life planning with disciplined investing.
Treating every client like family, Tres maintains a high-touch, transparent approach that aligns each person’s or company’s unique goals with actionable, flexible strategies.
Tres Baucum is a Financial Advisor with Wealthcare Partners of Tennessee in Crossville, TN. Using Wealthcare’s patented GDX360® planning process and proprietary Comfort Zone® technology, Tres delivers goals-driven financial advice that seamlessly integrates life planning with disciplined investing.
Before entering financial services, Tres founded, operated, and successfully exited multiple businesses. While still in college, he co-founded and later sold Integrated Medical Services with a physician partner. His later ventures included partial ownership in Baucum/Wagner Land Company, Advanced Electrical Systems (an engineering design firm holding four patents), and SmallBiz Resources (a staffing and HR company). Having personally built and sold companies, Tres brings authentic, real-world experience to every client relationship.
Tres serves clients across Tennessee and nine additional states, including executives, successful professionals, and business owners. His practice focuses on comprehensive personal wealth management, retirement planning for individuals and companies, and business-owner succession strategies. He designs, implements, and manages a full spectrum of retirement plans—including 401(k), Profit Sharing, SEP IRA, SIMPLE IRA, Traditional IRA, and Roth IRA plans—while also guiding owners through company sale preparation, exit planning, valuation considerations, tax-efficient transfer strategies, and post-sale wealth management.
Treating every client like family, Tres maintains a high-touch, transparent approach that aligns each person’s or company’s unique goals with actionable, flexible strategies.
An accomplished marathon runner who has completed numerous races, Tres stays highly active with daily strength training, running, and fishing. Tres and his wife Vicki have two sons and are long-time active members of Homestead Baptist Church and the Crossville community.
Tres serves clients across Tennessee and nine additional states, including executives, successful professionals, and business owners.
Mason Baucum, Financial Advisor
Curiosity has always driven Mason. Growing up, he watched his father guide people through financial decisions and quickly became fascinated by how money worked and how it could shape lives. As a teenager, he asked questions, explored strategies, and applied what he learned to his own life. Seeing the results f irsthand, he felt a responsibility to help others.
Mason takes a hands-on approach, helping people see how decisions today can shape their future. He works alongside clients to simplify financial decisions and support them in achieving the outcomes that matter most to them.
Outside of work, Mason’s curiosity carries into life itself. He balances a competitive drive with a laid back perspective, always eager to learn and try new things. He enjoys sports, time at the lake, cars and trucks, grilling, and, most importantly, sharing life with his wife, Caraline.
Mason takes a hands-on approach, helping people see how decisions today can shape their future.
Kimberly is our Executive Assistant with 9 years of experience in finance and over 25 years in customer relationship roles. She has supported many tiers of senior-level management in diverse business environments. From managing schedules, handling confidential information, and supporting operations, she has proven ability to adapt to an array of expectations while
balancing attention to detail and providing top-tier customer service. She has always loved helping people, and continues to put forth her best with the Wealthcare Partners team.
In her free time, Kimberly enjoys spending time with her family and many pets. One that you may see at the office from time to time is her Great Dane, Odin. She also enjoys a variety of hobbies such as kayaking, hiking, and traveling.
Let’s turn your goals into results.