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.
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Clark Bellin, CIMA®, CPWA®, CEPA
President & Chief Investment Officer
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Lance Norquest
Director of Operations
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Larry D. Freie, CLU®, ChFC®
Investment Advisory Representative
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Jason DeLuca
Director of Strategy & Trading
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Kim Miranda
Chief Operating Officer
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Kayla Van Dyke
Client Service Manager
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Hank Harris
Financial Planning Analyst
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Jackie Becker
Client Service Specialist
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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.