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Since 1977

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Team

Dan Weber

Financial Advisor, Owner

920-898-5773

DanWeber@BelkeFinancial.com

Dan joined Belke Financial Group in 1999. He spends the majority of his time meeting with clients to develop and implement financial solutions. Additionally, he performs client portfolio reviews and leads seminars. He enjoys...

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Karen Weber, CPA

Financial Advisor, Tax Consultant, Owner

920-898-5773

KarenWeber@BelkeFinancial.com

Karen joined Belke Financial Group in 2006, taking over the tax preparation portion of the business in addition to roles including office management and implementing new technologies. Currently, as a Financial Advisor, Karen meets...

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Julie Woelfel, CPA

Financial Advisor, Tax Consultant

920-898-5773

JulieWoelfel@BelkeFinancial.com

Julie joined Belke Financial Group in 2014. Before beginning her career in the securities and insurance industry, Julie worked for the Wisconsin Department of Revenue as a tax auditor for over 20 years and as a State and Local Tax...

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Logan Nienhaus

Financial Advisor

920-898-5773

LoganNienhaus@BelkeFinancial.com

Logan became part of Belke Financial Group in April 2018. He holds a Bachelor of Science in Finance with concentrations in Risk Management, Insurance, and Financial Planning from...

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Linda Draeger

Registered Client Service Specialist

Linda@BelkeFinancial.com

Linda has worked at Belke Financial group since 1989. In addition to general client service duties, Linda processes investment paperwork, along with a myriad of other duties. She's the person that takes care of "anything that needs to...

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Joan O'Toole

Registered Client Service Specialist

Joan@BelkeFinancial.com

Joan has been with Belke Financial Group since 2000. In addition to general client service duties, Joan processes investment paperwork and also takes care of various projects. She also takes care of keeping our state securities...

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Veronica Davila

Registered Client Relations Specialist

Veronica@BelkeFinancial.com

As a granddaughter of founder Richard Belke, Veronica has grown up in the family business. Even from little on she could be seen at the seminars passing out her grandpa's folders to clients or collecting the client referral cards at...

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Chris Scholz

Client Service Specialist

Chris@BelkeFinancial.com

Chris joined Belke Financial Group in 2019. In addition to general client service duties, Chris processes investment paperwork for our clients. She has B.A. in Accounting from the University of Wisconsin - Green Bay. Chris is married...

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Michelle Knatzke

Client Service Specialist

Michelle@BelkeFinancial.com

Michelle joined Belke Financial Group in 2007. In addition to general client service duties, Michelle assists with client tax preparation during tax season. She prepares client asset reports for appointments along with processing...

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Patti Zachman

Client Records Administrator

Patti@BelkeFinancial.com

Patti joined Belke Financial Group in 2005. Along with general client service duties, Patti is responsible for maintaining our client record database. She also assists with client billing during tax season. In addition to spending...

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