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Green Bay Team

3071 Voyager Dr, Suite A

Green Bay

WI

54311

+1 (920) 88-4-9000

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Meet with us

About 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!

Advisory Team

Kyle M. Larson

Associate Financial Advisor

CFP®

Green Bay, WI

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Gideon D. Hicks

Vice President, Financial Advisor

CFP®

Green Bay, WI

David A. Tulig

Vice President, Financial Advisor

CFP®

Green Bay, WI

Michael S. Schneider

Vice President, Financial Advisor

CFP®

Green Bay, WI

Lee S. Revolinski

Senior Vice President, Financial Advisor

CFP®

Green Bay, WI

Lawrence R. Lindsley

Senior Vice President, Financial Advisor

CFP®

Green Bay, WI

Alan C. Hicks

Senior Vice President, Financial Advisor

CFP®

Green Bay, WI

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Eric A. Flick

Vice President, Financial Advisor

CFP®

Green Bay, WI

David J. Demeuse

Senior Vice President, Financial Advisor

CFP®

Green Bay, WI

Client Service Team

Amber Kettner

Client Service Associate

Green Bay, WI

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Sharon Noel

Office Administrator

Green Bay, WI

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Wendy Mommaerts

Client Service Manager

Green Bay, WI

Derek Demeuse

Client Service Associate

Green Bay, WI

Resources from our team

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Blog

Discover How to Maximize Estate Tax Savings With a Grantor Retained Annuity Trust (GRAT)

Learn how Grantor Retained Annuity Trusts (GRATs) can help you reduce estate taxes and transfer wealth efficiently. Discover expert strategies to protect your legacy and maximize tax savings.
Eric A. Flick CFP®

News Room

WFRV: Al hicks Featured Guest on "Newsmaker Sunday Discusses Finances With Financial Planner Al Hicks"

Alan C. Hicks CFP®

Blog

Love & Money: How to Unlock The Financial Advantages of Marriage

Ensure you're ready for the financial journey ahead. Explore the transformative power of marriage on your finances, from tax benefits to Social Security.
Gideon D. Hicks CFP®

Blog

What Should I do With Extra Cash?

We explore smart strategies and healthy financial options to help you make the most of your extra cash, no matter the circumstances.
Gideon D. Hicks CFP®

Blog

Getting the Most Out of Filing Your Taxes

Filing your taxes can be a much more pleasant experience when you use this time to work toward your long-term financial goals. Here are four ways to get the most out of filing your taxes.
Gideon D. Hicks CFP®

Team locations

Green Bay, WI
3071 Voyager Dr, Suite A, Green Bay, Wisconsin, 54311
+1 (920) 884-9000
details

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