Hartland, WI Pawling Ave. Office

Todd Blazei is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. He holds a Series 65 credential and previously worked at Fiserv, Inc. from 2015 to 2020. Outside of his advisory role, Blazei serves on the boards of Great Midwest Bank and The Lutheran High School Association of Greater Milwaukee, contributing to their investment committees, and operates a human resources consulting firm focused on compensation and benefits. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individual, corporate, trust, and advisory clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios, model strategies, and third-party manager relationships.

Jacob Menden is a ChFC® credentialed financial advisor with eight years of industry experience. He currently works at Belpointe Asset Management LLC and previously held roles at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and US Bank. He is the founder and content creator of the podcast Father Figures, LLC, and co-founder of the lifestyle podcast Healthful, LLC. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, employing customized portfolios and a variety of advisory relationships.

Michael Reisel is a financial advisor at Belpointe Asset Management LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Redwood Financial Strategies, Waddell & Reed Inc, and M4 Financial Partners LLC. Outside of advising, he serves on the board of directors for Scherrer Cares Inc, a nonprofit organization promoting anti-bullying initiatives in K-12 schools, and operates a business consulting service. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for individual, corporate, trust, and advisory clients. The firm offers customized portfolio solutions, discretionary investment management, and retirement-plan consulting while supporting affiliated funds and various service platforms.

Cory Spencer is a financial advisor at Belpointe Asset Management LLC with the Series 65 designation and four years of industry experience. He has worked at Belpointe since 2022 and has prior experience with Legacy Partners Group, Guardian Resources, and Johnson Law Group PA. Outside of his advisory role, Spencer is involved in estate planning law through Nylen Partners, LLC. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, implementing customized portfolios through advisor-specific strategies, model portfolios, and third-party co- or sub-advisory relationships.

Jarret Mcfarland is a financial advisor at Belpointe Asset Management LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Mass Mutual Investors Services and MetLife Securities. Outside of his advisory role, he serves as treasurer for Home of Hope, a nonprofit transitional facility for sex trafficking victims, and is co-owner of EJ Logistics LLC, a trucking business. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolios through a network of advisors and supports both passive and active strategies, while also sponsoring proprietary funds and providing services to other advisers.

Matthew Fechter is a financial advisor at Belpointe Asset Management LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Belpointe since 2021. Prior to joining Belpointe, he was employed at US Bank and Abox Inc dba PIRTEK Menomonee Falls. Fechter is also involved in fixed insurance sales and operates under the DBA Redwood Financial Strategies, providing investment advisory services alongside insurance sales. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that may include passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Stanley Sakalowski is a financial advisor with Belpointe Asset Management LLC in Hartland, WI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Metropolitan Life Insurance Co., Mass Mutual Investors Services, and OSAIC. Outside of his advisory work, he coaches and mentors swimmers with the British Swim School Milwaukee Barracuda Swim Team. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses customized portfolios and a mix of passive, active, tactical, and blended strategies, managing accounts on a discretionary basis and combining internal portfolio construction with third-party manager relationships.