Meet 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.
Our Core Values
Be a good representation of the company
Be upbeat, with a good sense of humor, not dwelling on setbacks
Be an active lister, showing genuine interest in the other person
Be inquisitive and question the norm
Be naturally motivated with passion and purpose
Be willing to do anything to see others succeed
-
Clark Bellin, CIMA®, CPWA®, CEPA
President & Chief Investment Officer
-
Noran J. Knobbe
Chief Operations Officer
-
Lance Norquest, CPWA®, IACCP®, CAMS
Investment Advisor
-
Larry D. Freie, CLU®, ChFC®
Investment Advisor
-
Hank Harris
Associate Wealth Advisor
-
Jason DeLuca
Director of Investment Strategy
-
Adam Snow
Investment Strategist
-
Kayla Van Dyke
Client Experience Manager
-
Jennifer Pfeifer
Client Experience Manager
-
Almedina Mustafic-Johnson
Executive Assistant
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.