Dustin Peltier, CFP®
President, Financial Advisor
Dustin Peltier, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional specializing in disability insurance, life insurance, and wealth planning for medical professionals.
As the founder of Well-Being Insurance Strategies, he serves clients in all 50 states with a transparent, educational, and personalized approach.
With over 20 years of experience, Dustin helps students, residents, fellows and attendings make informed financial decisions at every stage of their careers.
For more than 15 years, he has served as a University of Minnesota endorsed Disability Insurance Representative for the Graduate Medical Education (GME) and School of Dentistry.
Dustin is a Trusted Agent and Recommended Agency of the White Coat Investor.
With Dustin’s guidance, you can focus on your future, not your finances. Control the things you can control and plan for the unexpected.
Allyson Peltier
Director of Operations and Marketing
Allyson Peltier is the Co-Founder, Director of Operations and Marketing at Well-Being Insurance Strategies, where she ensures that every process, message, and client experience reflects one goal - putting people first.
With nearly 20 years of experience in marketing and operations—including over a decade in financial services—Allyson brings clarity, order, and a solutions-first mindset to the often-complex world of financial services.
Allyson helps doctors protect their income and their future through customized disability and life insurance solutions.
Allyson is passionate about supporting both clients and advisors. She creates systems and communications that make it easier for advisors to serve their clients, and for clients to move forward with confidence knowing their wealth and well-being are protected.
Joe Brown
Financial Professional
Joe Brown is a Financial Professional specializing in disability insurance, life insurance, and long-term financial strategies for medical professionals.
A member of the Well-Being Insurance Strategies team for almost 5 years, Joe is committed to making the client experience smooth, efficient, and stress-free with timely follow-up and clear communication.
With over 7 years of experience in the financial services industry, Joe works closely with students, residents, fellows and attendings with their policy design, onboarding, and policy management.
Joe is a proud Veteran of the United States Army.
In his free time, Joe will be in his hometown of Alexandria, MN where he enjoys traveling, sports, fishing, and the outdoors.
Charlene McDonnell
Director of Case Management
Charlene McDonnell serves as Director of Case Management at Well-Being Insurance Strategies where she is dedicated to making the disability and life insurance process clear, efficient, and stress-free for every client. She oversees each stage of the journey with a focus on excellent service, proactive communication, and delivering a seamless client experience from application to policy approval.
With more than 18 years of experience at a top-five insurance carrier, Charlene brings extensive expertise in underwriting, new business operations, and case management. Her background includes leading high-performing teams, driving operational excellence, and earning national recognition for outstanding results. This unique industry insight allows her to navigate complex underwriting requirements, anticipate challenges, and help clients move through the process with confidence.
Charlene is passionate about people protect what matters most. By combining deep industry knowledge with a client-centered philosophy, Charlene delivers a level of service that is both professional and personal, helping clients achieve their financial protection goals with clarity, confidence, and trust.