Greenstone Belt Wealth Advisors, LLC

James Petitpren is a financial advisor at Greenstone Belt Wealth Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at ORBA Wealth Advisors, LPL Financial, IHT Wealth Management, and BMO Private Bank. Greenstone Belt Wealth Advisors, LLC is a small supported firm serving individuals, families, estates, trusts, and retirement plans. The firm’s investment approach focuses on modern portfolio theory, diversification, tax-aware decisions, and fee minimization, with portfolios tailored to clients’ goals and risk tolerance.

James Cochran is a CFP® professional with 20 years of industry experience. He is currently with Greenstone Belt Wealth Advisors, LLC and has held positions at LPL Financial LLC, IHT Wealth Management, LLC, and Independent Financial Partners. He holds Series 63 and Series 66 licenses and is also involved in a marketing and insurance business. Greenstone Belt Wealth Advisors, LLC is a small supported advisory firm serving individuals, families, high-net-worth clients, estates, trusts, and retirement plans. The firm provides comprehensive financial planning and portfolio management with an investment approach based on modern portfolio theory, focusing on diversification, tax awareness, and fee minimization.

Alexandra Andersen is a financial advisor at Greenstone Belt Wealth Advisors, LLC in Chicago, IL, holding a Series 65 designation. She has seven years of prior experience at Ostrow Reisin Berk & Abrams, Ltd, and two years at Scribe America before joining Greenstone Belt Wealth Advisors in 2025. Greenstone Belt Wealth Advisors serves individuals and families, including high-net-worth clients, providing fee-based financial, estate, tax, and retirement planning along with discretionary portfolio management. The firm’s investment approach is based on modern portfolio theory, emphasizing diversification, minimizing costs, and seeking after-tax efficiency through tailored allocations and periodic rebalancing.

Luke Schillo is a financial advisor at Greenstone Belt Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at ORBA Wealth Advisors, Telemus Capital, LLC, and Northern Trust. Outside of his advisory role, he is a partner and passive investor in the Enjoyum Restaurant Group, a restaurant business based in Chicago. Greenstone Belt Wealth Advisors is a small supported firm serving individuals, families, estates, trusts, and retirement plans. The firm employs a diversified, tax-aware investment approach tailored to client goals and risk tolerance, offering comprehensive financial planning and portfolio management through both direct strategies and third-party managers.

Collin Woulfe is a financial advisor at Greenstone Belt Wealth Advisors, LLC with a Series 65 credential and over six years of experience. His prior roles include positions at ORBA Wealth Advisors and teaching roles at Saint Xavier University and Lockport Township High School. Greenstone Belt Wealth Advisors serves individuals and families, including high-net-worth clients, offering fee-based financial, estate, tax, and retirement planning alongside discretionary portfolio management. The firm employs a modern portfolio theory approach focused on diversification, minimizing costs, and after-tax efficiency, utilizing mutual funds, ETFs, individual securities, third-party managers, and advisory platforms through LPL Financial.