Colbey Grisar is a financial advisor at Boardwalk Financial Strategies LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Welmmark BCBS, the City of Waukesha, and Drake University. Boardwalk Financial Strategies LLC provides portfolio management and comprehensive financial planning to individuals, charitable organizations, and pension plans. The firm emphasizes long-term, globally diversified portfolios using asset allocation and risk tolerance assessments, managing approximately $197.6 million across about 85 client relationships.

Michael Rodenbaugh is a CFP® and CFA® at Boardwalk Financial Strategies LLC with 15 years of industry experience. He has worked at Boardwalk Financial Strategies since 2012 and previously at Altair Advisers LLC and Deloitte Investment Advisors LLC. Outside of advisory work, he serves as vice-chair on the board of directors for the ProHealth Care Foundation, a nonprofit organization supporting healthcare advocacy and philanthropy. Boardwalk Financial Strategies provides portfolio management and comprehensive financial planning to individuals, charitable organizations, and pension plans. The firm manages approximately $197.6 million across about 85 client relationships, focusing on long-term, globally diversified portfolios built around asset allocation, risk tolerance, and periodic rebalancing.