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1234 South Ridge Road, Green Bay, WI 54304

920-499-8833
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Meet the Team

Richard A. Balch

Richard A. Balch MBA, CFP®, CLU®, RICP®, LACP

Investment Advisor Representative

Chris Grassel

Chris Grassel, FPQP®, CMFC®, CRPC®

Investment Advisor Representative

Todd Gerbig

Todd Gerbig

Investment Advisor Representative

Beth Siebert

Beth Siebert

Office & Events Coordinator

920-499-8833

Cheri Milheiser

Cheri Milheiser

Filing Specialist

What Makes Us Unique

Customer service – We know that people start at different knowledge and investing levels. We’ll meet you where you are, help you understand the process, and painlessly help you optimize your financial future.

Experience and Skill – We follow a disciplined approach to balance risk and return, and we believe that educating clients enables them to make informed decisions.

Investing laws change every year, but we make sure to stay current with them and to understand what they mean for you so we can share that information with you in an easy-to-understand format.

We care – You are more than a customer to us. We work, live, raise our families, and volunteer in Green Bay, but we feel that every customer we serve in the U.S. has the potential to become a life-long friend. Your success is our happiness.

Imagine a long vacation filled with activities you love, time with the people who matter most, as much or little travel as you want, and some rest and relaxation. Sounds good, doesn’t it?

The truth is that most of us eventually end up having a long vacation that’s otherwise known as retirement. How enjoyable that “vacation” is often depends on how much you’ve planned for it. However, taking care of the financial needs of raising a family or running a business sometimes competes with planning for retirement, or even pushes it completely out of sight.

We at Woodman Financial understand the real world challenges you face when it comes to planning your financial needs. That’s why it’s our goal to be the friends and partners you can trust for the expert help and advice you need.

We work to take the stress out of financial planning while making the process easy, convenient, and personalized for you and your goals.

Financial planning can be overwhelming to those who don’t work in the field. However, we can tie together the relationships in investing, taxes, income planning, insurance planning, estate planning, and other financial topics that are necessary and present them in a way that’s easy to understand. We have access to financial solutions that an individual investor does not, and we understand the cost vs benefit in each situation so you’ll have optimal solutions recommended specifically for you.

As your life changes—your family grows, someone goes to college or picks a different career path, loved ones pass on, income increases or decreases, or your goals change because of tragedy, blessings, or simply time—we’ll be here to help you through those transitions and keep your financial goals updated.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.