Team
James V. Petitpren II
Managing Partner, Chief Investment Officer
With over two decades of experience guiding multi-generational wealth, Jim serves as both Managing Partner and Chief Investment Officer.
Luke Schillo
Partner, Director of Portfolios
As Director of Portfolios at Greenstone Belt Wealth Advisors, Luke Schillo plays a central role in shaping both client strategy and the firm’s broader investment architecture. He specializes in designing tailored financial...
James Cochran, CFP®, CPWA®
Partner, Director of Planning
Alexandra Andersen
Chief Operating Officer
As Chief Operating Officer, Alexandra brings precision, foresight, and deep operational fluency to the leadership of Greenstone Belt Wealth Advisors. She oversees the infrastructure that allows our advisory team to deliver a seamless,...
Collin Woulfe
Private Wealth Operations Associate
Collin Woulfe plays an essential role in supporting the portfolio management and client strategyfunctions at Greenstone Belt Wealth Advisors. With a sharp eye for research, market intelligence,and tactical execution, Collin bridges the...