WELL-BEING WEALTH STRATEGIES - Key Persons

Allyson Peltier - COO

Job Titles:
  • Director of Operations
  • Co - Founder and Director of Operations of Well - Being Wealth Strategies
Allyson Peltier is Co-Founder and Director of Operations of Well-Being Wealth Strategies. As Director of Operations, Allyson is dedicated to ensuring that our team has the tools in place to achieve our mission of helping you protect your future and grow your wealth so that you may live confidently. In collaboration with leadership and strategic alliances, Allyson creates and implements support solutions and processes that allow for efficient execution of daily tasks so that we can focus on client needs first. With 10+ years' experience in a sales or operations role combined with her strong desire to help others and her "always be prepared" mentality, it was a natural progression for Allyson into the financial services industry. Her favorite part of her professional life is helping those who help others. Very aware that our busy lives and mounting "to do" lists force us to focus on the day to day, and rarely the matters of the future, Allyson strives to build an environment at Well-Being Wealth Strategies that makes it easy for clients to do both. Allyson holds bachelor's degrees in Marketing and Real Estate from the University of St. Thomas. She currently resides with her husband, Dustin, and their two daughters in the Minneapolis area. Allyson enjoys going on family adventures, traveling, cooking, and reading.

Dustin J. Peltier - President

Job Titles:
  • Financial Advisor
  • President
  • CERTIFIED FINANCIAL PLANNER
Dustin J. Peltier is a CERTIFIED FINANCIAL PLANNER™ professional and President of Well-Being Wealth Strategies, a specialty financial planning firm located in Minneapolis. As a financial advisor since 2005, he is dedicated to learning about your personal and professional goals. While working as a team, Dustin will help you build a tailored financial plan that is focused on your specific situation at each stage of your career. Dustin's goal is to provide you with all the information you need to make educated and accurate decisions to protect your income, grow your wealth and live confidently. Since 2010 Dustin has been the endorsed Disability Insurance Agent at the University of Minnesota, School of Dentistry. He has subsequently become the endorsed agent in the University of Minnesota Medical Residency programs as well as the College of Veterinary Medicine. Dustin works with clients across the country, many of whom are healthcare professionals and small business owners. Regardless of their location, in part thanks to technology, Dustin has built lasting relationships with his clients. Born and raised in Minnesota, Dustin attended the University of St. Thomas in St. Paul where he earned a bachelor's degree in Entrepreneurship. Dustin has since earned the CERTIFIED FINANCIAL PLANNER™ designation as it is the gold standard in personal financial planning and is a member of the Financial Planning Association of Minnesota. Dustin spends his free time with his wife, Allyson, and two young daughters, Ava and Harper. He also enjoys traveling, sports, and weekends at the family cabin in Northern Minnesota.

Joe Brown

Job Titles:
  • Registered Client Associate
Joe Brown is a Registered Client Associate at Well-Being Wealth Strategies. As a Registered Client Associate, Joe supports our team with client servicing and planning strategies. He is committed to ensuring our clients receive proper attention to detail and regular communication. In 2017, Joe began his career in financial services as a financial representative with Guardian and Park Avenue Securities. He joined Well-Being Wealth Strategies in 2021 as a broker. Joe utilizes his knowledge and experience in the various matters of financial services to help further develop and grow the Well-Being Wealth Strategies team. Born and raised in northern Minnesota, Joe enlisted in the United States Army Reserves at the age of 17 and was deployed overseas in support of Operation Enduring Freedom conducting missions in Afghanistan, Kuwait, and the United Arab Emirates. With his experience in the Army, he has refined his dedication, loyalty, and unwillingness to fail at any given task. Joe spends his free time in his hometown of Alexandria, MN where he enjoys traveling, sports, the outdoors and collecting books for his personal library.