As a Certified Financial Planner™ Joe helps individuals and small business owners reach their long term financial goals. Joe’s main focus is on retirement planning, education funding, investing and insurance. Excellent customer service, risk reduction strategies and helping to minimize investment expense are all key elements of Joe’s practice. He also draws upon his experience as a business owner to aid his clients. Joe views his relationship with his clients as a partnership, helping them achieve financial success.
Joe graduated cum laude from Quinnipiac College. He has passed his Series 7 and 66 securities examinations and is a licensed CT life, accident and health insurance producer. In preparation for obtaining his CFP® designation, Joe completed a series of courses through Boston University.
Community service is an important part of Joe’s life. He is a member of the St. Rita School Board Finance Committee (Past Board President) in Hamden, a member of the Notre Dame High School Loyalty and Endowment, a youth soccer coach, a member of the St. Francis Golf Committee, Evergreen Cemetery board of directors and a member of Business Networking International. When not working, Joe enjoys spending time with his wife Sheila and their four children, Bobby, Rory, Patrick and Maggie.
Lisa Elkins is a Financial Planner/Advisor who works with families to find the balance between short term and long term goals.
After a first career in marketing and strategic planning, Lisa knows that every decision has implications, some of which may not been felt until much later. By evaluating decisions and actions beforehand, Lisa can help clients “see” the scenarios and better understand the how they play out differently.
Family and friends are the core of Lisa’s life and most precious gifts. A personal goal is to build in some fun and variety each day such as taking a walk in a local nature preserve, going out with friends, playing golf or finding new healthy recipes to try. Lisa and husband Lorren have two wonderful (grown) children, Maddie and Cam. Lorren, Maddie and Cam, along with dog Toby, bring joy to life everyday.
Lisa holds a BSFS in Humanities from Georgetown University in Washington, DC.
As a Certified Financial Planner™, Lisa embraces the fiduciary standard to always put what’s best for clients first.
Strategic partner, Belpointe Asset Management LLC, provides operational support, business continuity and regulatory compliance services. Belpointe is a well-respected advisory firm headquartered in Greenwich CT with offices throughout the country. This association further enhances the client experience, adds depth to research capabilities, offers a broader array of investment opportunities; as well as access to estate, insurance and wealth planning typically unavailable in one office.
Brokerage firm TD Ameritrade provides custody service for brokerage accounts. TD Ameritrade is a leader in this area in regards to technology and customer support.
Schreck Wealth Management, LLC offers investment advisory and financial planning services through Belpointe Asset Management, (“Belpointe”), an investment advisor registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC does not imply any level of skill or training. Important disclosures related to Belpointe are available at http://www.belpointe.com. Additional information pertaining to Belpointe’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.