Our Team.

At Green Ridge Wealth Planning, we’re not a one-person show—we’re a team of entrepreneurial thinkers, investment strategists, and client success experts who work in sync to elevate your financial game. If you’re used to meeting with just one advisor and a receptionist, you’re in for a different experience. Here, you’re not just working with us—you’re surrounded by us. 

We know our way around numbers, markets, and strategies—but that’s just the baseline. What truly sets us apart is our collaborative, client-first approach and the relationships we build along the way. When you join Green Ridge, you don’t just get an advisor—you gain a tight-knit community that’s committed to your financial success. 

Bobby, Jordan, Danielle and the entire Green Ridge Wealth Planning team are absolutely incredible. We can trust their insight through every stage of our financial planning, from strategizing for college and retirement to funding home renovations and creating a thoughtful investment strategy. We seek their input in all of our financial decisions. Their regular market and portfolio updates are extremely helpful, and we couldn’t be more grateful to have them in our corner. 

– Nicole M. 

Contact us today

Our team of experienced professionals brings Wall Street expertise and a Main Street mindset to every client relationship. We work closely with you to understand your individual needs and develop a personalized investment strategy that aligns with your financial goals.

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