Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Groeschl Wealth Advisors
Team photo for Groeschl Wealth Advisors

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Our advisors

Advisor photo for Rick Groeschl

Rick Groeschl

LUTCF®, APMA®, CRPC

Private Wealth Advisor

Chief Executive Officer of Groeschl Wealth Advisors
Learn more about Rick Groeschl
Advisor photo for Cassie Rentmeester

Cassie Rentmeester

CRPC, APMA®

Private Wealth Advisor

Chief Operating Officer of Groeschl Wealth Advisors
Learn more about Cassie Rentmeester
Advisor photo for Mitchell R Groeschl

Mitchell R Groeschl

Financial Advisor

Learn more about Mitchell R Groeschl
Advisor photo for Kelly Eisch

Kelly Eisch

CRPS, CDFA®

Financial Advisor

Learn more about Kelly Eisch
Advisor photo for Kurtis Larson

Kurtis Larson

CRPC, APMA®, CFS®

Financial Advisor

Learn more about Kurtis Larson

Anthony Groeschl

Associate Financial Advisor

Learn more about Anthony Groeschl
Advisor photo for Derek Johnson

Derek Johnson

Associate Financial Advisor

Learn more about Derek Johnson
Advisor photo for Michelle Atwell

Michelle Atwell

APMA®

Associate Financial Advisor

Learn more about Michelle Atwell


Our team

Kellie Bartel

Kellie Bartel

Operations Manager,

Executive Assistant
Jake Tobin

Jake Tobin

Client Service Specialist

Autumn Lisowe

Autumn Lisowe

Financial Planning Specialist

Josie Neuman

Josie Neuman

Receptionist

Emily Pyka

Emily Pyka

Client Service Specialist