Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

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Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Family Finances
  • Insurance
  • Domestic Partner Planning
  • Small Business
  • Investments
  • Retirement Plan Distribution
  • Saving for Education
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Income Strategies
  • Investment Management
  • Business Retirement Plans

Awards & recognition

  • Groeschl Wealth Advisors, Ameriprise Client Experience Award, 2020 - 2022
  • Rick Groeschl, Ameriprise Circle of Success, 2018, 2019, 2020, 2022

Community participation

Our team is currently a participating member of Definitely De Pere, a non-profit organization committed to promoting downtown De Pere. We are also members of the De Pere Area Chamber of Commerce, Chilton Chamber of Commerce, and Green Bay Chamber of Commerce.