190 Buckley Drive Rockford, IL 61107

815.227.0300

Isabelle “Belle” (Pierpont) Lance serves as a financial advisor at our Rockford, Illinois, headquarters, where she helps individuals and families navigate complex financial decisions. As a CERTIFIED FINANCIAL PLANNER® professional, Belle focuses on comprehensive financial planning strategies, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance analysis, debt management, and education funding.

Belle began her career in financial services in 2023. She graduated cum laude from Illinois State University with a bachelor’s degree in finance and a minor in financial planning. She also completed the Rockford Chamber of Commerce’s Leadership Rockford program in 2024 and serves on the President’s Leadership Council for the Rosecrance Foundation.

When she’s not working with clients, Belle enjoys reading, spending time outdoors, and traveling to visit friends and family across northern Wisconsin and central Illinois. On weekends, she often cheers on her husband, Brandon, at dirt racing tracks throughout the Midwest.

Articles &
Media

5 Steps to Help You Become the Financial Spouse

Is a Living Inheritance Right for You?

Education &
Designations

Illinois State University
Bachelor of Science in Finance with a minor in Financial Planning, cum laude
CERTIFIED FINANCIAL PLANNER® professional

Affiliations &
Community Service

Leadership Rockford – Class of 2024
Rosecrance Foundation – President’s Leadership Council member

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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