Joe Schreck
Joe is passionate about helping individuals and small business owners improve their quality of life—now and in the future. As a Certified Financial Planner™ professional and fiduciary, Joe is committed to acting in his clients’ best interests at all times. He partners closely with clients to develop customized strategies that support their long-term financial goals with clarity and confidence.
Joe specializes in retirement planning, education funding, investment management, and insurance solutions. His approach is grounded in excellent service, cost-conscious investing, and risk mitigation—core principles that help clients build and preserve wealth. Drawing from his experience as a business owner, Joe offers a practical perspective that resonates with entrepreneurs and professionals alike.
Joe graduated cum laude from Quinnipiac College and completed his CFP® coursework through Boston University. He holds a Series 66 license and is a licensed life, accident, and health insurance producer in the state of Connecticut.
In addition to his professional work, Joe is deeply committed to his community. He currently serves as President of the Notre Dame High School Loyalty and Endowment. Outside the office, Joe enjoys spending quality time with his wife Sheila and their four children—Bobby, Rory, Patrick, and Maggie.
Lisa Elkins
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™ professional, Lisa embraces the fiduciary standard to always put what’s best for clients first.
Nicholas Rioux
Nick Rioux brings a unique perspective shaped by a decade in the healthcare field and an early career in the construction industry. His diverse background has reinforced a client-first mindset and a deep appreciation for delivering a high-quality client experience.
Nick holds a Bachelor of Arts from Keene State College in New Hampshire and a Master of Science from Sacred Heart University in Connecticut. He holds a Series 65 license and helps guide clients toward their financial goals by providing personalized investment advice and managing their portfolios in accordance with fiduciary standards.
Outside the office, Nick prioritizes family life with his wife, Jessie, and their two young daughters, Arden and Charli. Together, they stay busy with soccer, basketball, and lemonade stands.
Partner
Strategic partner, Belpointe Asset Management LLC, provides operational support, business continuity and regulatory compliance services. Belpointe is a well-respected advisory firm headquartered in Reno, NV 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.
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.