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It takes an entire crew to serve our clients and provide systems of success. Our team is hand picked, coached and trained to work for you. Each person on our team has specific duties to ensure our meetings, projects, paperwork and processes operate efficiently and smoothly. Having a talented and engaged team allows us to delivery massive value to our clients. Please read a bit more about our wonderful team below. 

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Doug Belt

Director of Financial Planning

Douglass Belt, LUTCF, BFA™Financial Planner

  • If you were able to get financial advice that had your best interest in mind, was transparent, simple, and independent, would that be valuable to you? 
  • If you could have an entire team of people working for you who are truly innovative in what they did, would that be a benefit to you? 

I believe there is a better way for financial advice to be given. We do things differently…..and different for a reason. The industry needs to change. Relationships matter. Transparency matters. Independence matters.

It’s about YOU, not me! Isn’t that what it should be about? As an independent financial planner, Doug works for what is in the best interest of you and your family. With his 13 years of experience in the industry, Doug believes that creating a solid financial plan based on what is most important to the client will lead to the greatest chance of a successful retirement. Doug and his team are truly innovative in what they do and provide a truly comprehensive planning approach for each client. 

Doug grew up in Duluth, MN and moved to Madison 15 years ago. As a lifelong Badger/Packer fan- it just made sense! He and his wife enjoy spending time in the Apostle Islands, attending concerts, and their two children’s various activities. Doug is an avid Badger football and hockey fan. In his free time, you may find him coaching hockey, camping at a state park, expanding his bourbon palette by a fire, or attending live concerts – from Symphony, Jazz, Blues, Rock or Metal 

 Fun Facts: Favorite Band: Metallica or Stevie Ray Vaughn (tie)

                   Favorite Food: Wood-fired thin crust pepperoni pizza

                   Favorite Season: Fall

                  Favorite Place: La Pointe, WI

Education and Professional Credentials:

  • 13 years industry experience
  • Behavioral Financial Advice (BFA™)
  • Life Underwriter Training Council Fellow (LUTCF)
  • FINRA Series 6, 63, & 65 licensed
  • University of St. Thomas (MN) 

Bachelor of Arts- Business Management

Sara K.

Client Relations

Beth K.

Sr. Client Relations

Charlie Betz

Director of Client Operations

Gracie Z.

Sr. Client Relations and Marketing