Our Team
Our focus is to understand your goals and develop a plan to reach them.
Our team works to provide individuals with a detailed, well balanced professional financial plan. We recognize the challenges of an ever-changing economic market and the vast array of financial choices available and we make sure that our clients fully understand all their options. Bellwether Wealth is dedicated to providing our personal, professional and corporate clients with a well-balanced, creative, and customized financial plan that is aligned with the client’s stated goals.
-
Clark Bellin, CIMA®, CPWA®, CEPA
President & Chief Investment Officer
-
Lance Norquest
Director of Operations
-
Larry D. Freie, CLU®, ChFC®
Investment Advisory Representative
-
Jason DeLuca
Director of Strategy & Trading
-
Kim Miranda
Chief Operating Officer
-
Kayla Van Dyke
Client Service Manager
-
Hank Harris
Client Service Specialist
-
Jackie Becker
Client Service Specialist
-
Kerri Mees
Executive Assistant to Lance Norquest
Get in touch.
It all begins with an idea. Let us know your goals, and together we will develop a financial strategy for your success.