Faces Behind Our Company
GDI Planning, LLC was designed to bring the art of the financial design process and management to our clients. We firmly believe the needs of the individual investor and small to mid-sized businesses are best served by an independent firm. Objectivity and the ability to focus on your goals is paramount to the achievement of any financial objective. As an independent firm, we are free from many of the conflicts found in other business structures within the financial services industry, allowing us to focus and work in your best interests.
Meet our team, based in Green Bay, Wisconsin:
