The Green Bay Team
Serving the greater Green Bay, WI area.
Location
Green Bay, WI 54311 (920) 884-9000
A team behind every plan
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!
Meet Our Team
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Our offices, one team
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Green Bay, WI
Green Bay, WI 54311
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
What we’re thinking about
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Newsroom and Resources
View All19 Wealth Enhancement Advisors Named to Forbes’ 2026 Top Next-Gen Wealth Advisors Best-In-State Ranking
WFRV: Al hicks Featured Guest on “Newsmaker Sunday Discusses Finances With Financial Planner Al Hicks”
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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