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.
Who We Are
Richard A. Balch MBA, CFP®, CLU®, RICP®, LACP
Richard’s career started with the navy and then later working for a large manufacturing firm. Those years gave him the frustrating experience of not understanding all the myriad aspects of investing, taxes, saving for a college, saving for a retirement, and managing finances on a day-to-day setting. He translates his experiences into an appreciation of the value of what an advisor offers clients. Read More…
Heather Lindsley, LUTCF, RICP®, LACP
Heather joined Woodmen Financial Resources in 2013, but has been in the financial services industry for more than 12 years. Her passion is helping her clients turn their hopes and dreams into reality and retire with dignity.
Heather has earned the Life Underwriters Training Council (LUTCF) designation. She is very active in NAIFA (National Association of Insurance and Financial Advisors), serving on both the local and state boards. Read More…
Chris Grassel, RP®, CMFC®, CRPC®
Chris Grassel joined Woodmen Financial Resources in January of 2006 as an administrative assistant. Among a long list of other responsibilities, he takes care of setting up the paperwork required for purchases, tracking and overseeing all pending cases, handling client questions and requests, and staying current with market and financial news as well as with broker-dealer news and compliance changes. Read More…
Todd Gerbig joined the Woodmen Financial Resources team in February 2018. He has over 12 years of experience in the insurance and investment business, and currently hold a series 7,6,65 investment licenses as well as licenses for life and health insurance. He enjoys all aspects of being a financial advisor and he especially likes the client relationships he’s built over the years. Read More…
Beth Siebert joined Woodmen Financial Resources in March 2015. A graduate of UW-Platteville with a degree in Reclamation and Environmental Earth Science, she had worked for 10 years in the environmental field before taking office administrative and management positions in the medical and dental field. Read More…
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.