William P. Zoromski, Financial Advisor and Co-Owner of Equity Design Group, specializes in the development and implementation of financial plans for young professionals and small business owners. His expertise in the financial arena includes risk management, retirement planning, asset accumulation and preservation. Bill is a 1994 graduate of the University of Wisconsin-Whitewater with a degree in business management.
Bill has passed the State of Wisconsin life and health insurance examinations and his Series 7 and 63 Securities exams, as well as the Series 65 Uniform Investment Advisor examination..
Equity Design Group - Green BayCraig grew up in Two Rivers and currently resides in Allouez with his daughter Madison. His pastimes include fishing, golfing, horseshoes, softball, and playing sheephead.
Craig stays involved in the community as an active member of the Knights of Columbus, Neville Public Museum Astronomical Society and past President of the Green Bay Monday Noon Optimists Club. In addition, he is part of the Community Development Committee at his church, a member of the Allouez Business Association and on the Economic Development Committee for the Village of Allouez. Craig also does a radio show on WOMT in Manitowoc, WI and has been a guest speaker on the nationally broadcast Relevant Radio show On Call with Wendy Wiese.
Located in Green Bay, Wisconsin.
Great North InvestmentsAre you ready to work towards more financial independence by taking a proactive approach to your personal financial situation? Welcome to Great North Investments located at Great North Bank. Our skilled professionals are here to help guide you as you pursue your financial goals. We'll work with you one-on-one to help you establish goals and develop a plan to fit your priorities and lifestyle.
May Lose Value
No Bank Guarantee
Not FDIC insured
Charlie Grugel is a 1999 graduate of the University of Wisconsin - Stevens Point with a Bachelor of Science degree in Business Administration and a minor in Economics. He holds his Series 7 and 66, along with his Life/Health Insurance licenses. Charlie's practice concentrates on retirement planning and asset accumulation, with the goal of the most flexible and most ideal wealth distribution options during retirement. His clients typically include professionals, business owners, and even clients already in retirement looking to maximize wealth distribution.
Charlie’s work with his clients focuses on coordination of 401k or 403b plans, insurance needs, investment tax strategies, risk management, and personal retirement plans.
Nicholas Snow, Financial Advisor at Equity Design Group, began his career with the firm in 2018. After Graduating from UW-Madison with bachelor degrees in economics and political science in 2019, he became a full-time advisor with the firm. Nicholas holds his Series 7 and 66 along with his Life and Health/Accident insurance license. He works closely with other advisors in the firm to create wealth management and retirement plans for families and professionals.
In his free time, Nicholas enjoys spending time with his family and friends as well as hunting, fishing, and cheering on his favorite sports teams.
Matthew Alexander is a 2019 graduate from the University of Wisconsin-La Crosse with a bachelors degree in Finance. Matthew advises individuals on wealth management, retirement planning and insurance needs and works to assist recent college graduates with getting started on building their financial future. Matthew has passed the State of Wisconsin Life and Health Insurance examinations as well as the Series 7 and 66 examinations. He enjoys being active and watching sports with family and friends during his free time.
Registered Assistant (Hohenstein/Snow)