Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Bellinghausen & Associates
Team photo for Bellinghausen & Associates

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Our advisors



Our team

Lisa Scholz

Lisa Scholz

Practice Manager

Patricia Tamez

Patricia Tamez

Administrative Assistant