Team
Karen Weber, CPA
Financial Advisor, Tax Consultant, Owner
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...
Julie Woelfel, CPA
Financial Advisor, Tax Consultant
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...
Logan Nienhaus
Financial Advisor
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...
Linda Draeger
Registered Client Service Specialist
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...
Joan O'Toole
Registered Client Service Specialist
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...
Veronica Davila
Registered Client Relations Specialist
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...
Chris Scholz
Client Service Specialist
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...
Michelle Knatzke
Client Service Specialist
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...
Patti Zachman
Client Records Administrator
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...
Ashley Farr
Client Service Specialist
Ashley joined Belke Financial Group in 2021. Her positive, outgoing personality helps to provide the highest level of service to our clients and their families. She manages day to day operations, marketing and client requests. Having...