Duane utilizes a tactical investment management approach and seeks a collaborative approach with his clients.  With over 15 years of experience in financial planning, Duane handles 401K plans and specializes in the  development of the 401K marketplace.  Prior to joining Belpointe and in hopes of better serving the 401K market place, Duane worked for Principal Financial Group.  He studied finance at Ohio State University and Robert Morris University, and currently resides in Raleigh, North Carolina where he is active with local charities, including Wheels4Hope and Luke Charity Clinic.

 

Contact:

duane.pellman@belpointewealth.com