Green Bay Team

3071 Voyager Dr, Suite A

Green Bay,

WI

54311

About the Green Bay Team

The Green Bay Team stands by our commitment to our clients, specializing in approachable retirement planning. Ultimately, we aim to help our clients retire and make their money work for them. Our personalized two-advisor approach balances know-how with high-touch service, with 9 CFP® professionals in-house. We provide comprehensive advice to help guide our clients through their retirement journey. 

We believe our clients appreciate us for being down-to-earth — we’re not the typical “guys in suits” trying to push the newest financial fad. With a friendly atmosphere and understanding support, the Green Bay Team prioritizes helping our neighbors build retirement portfolios they can use for good. Reach out today to schedule your introductory meeting — and see what all the buzz is about!

Resources from our team

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Blog

Getting married is a significant life transition. Lifestyle, time commitments, and long-term priorities can all shift when you tie the knot. And the same is true for finances—especially how you approach taxes. There are many tax advantages of marriage. Here are some of the top points our Roundtable™ team speaks to clients about when they decide to get married.

Blog

You work hard to accumulate wealth, and you want to pass as much of it as possible along to your heirs and beneficiaries. But due to the size of your estate, you're on the hook to pay a hefty sum in estate and gift taxes.

Blog

Sometimes, it might feel like you're just scraping by financially. But every once in a while, you may receive a windfall of cash. Whether from your tax refund, a work bonus, an inheritance, or just accrued over time, smart financial consideration and a little planning can help you figure out how to put that cash to work.

Blog

Tax season can be a stressful time for many Americans. You have so many documents to keep track of and so much time spent analyzing forms, and when it’s all said and done, you may not be sure how much of a refund you’ll get—if any.

Blog

The “traditional” definition of retirement is changing. While there are still large flocks of snowbirds looking to spend their winters soaking up the sun and playing golf in places like Florida and Arizona, there are growing numbers of those who simply aren't content to lounge on the beach.

Team locations

Green Bay, WI
3071 Voyager Dr, Suite A, Green Bay, Wisconsin, 54311

Let's Work Together

Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan that supports your goals.

Contact Our Team

Your complimentary consultation

During your no-obligation meeting, you will:

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Begin crafting a comprehensive financial plan

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.