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Shawna Beltz, MS

Shawna Beltz, MS

Executive Director of Investment Operations

620-860-1701

shawnabeltz@wisdompf.com

With over a decade of experience, I work closely within our team of advisors who professionally manage client investment portfolios.  My passion for strategic planning and meticulous attention to detail align with the needs and goals of our clients serviced.

Beyond my professional life, my husband, Daren, and I are proud parents to three incredible children, all who currently attend Kansas State University.  As a K-State graduate with a Master of Science degree, my connection to the university goes beyond academics, it’s a family tradition.