Roth & Olson CPAs S.C.

958 Liberty Drive, Suite 201
Verona, WI 53593
Phone: (608) 848-3228
Fax: (608) 848-3229
Email: admin@rothcpasc.com | luke@rothcpasc.com
Website: https://www.rotholsoncpas.com/

Bartelt Grob

6421 University Avenue
Middleton, WI 53562
Phone: 608-663-5600
Attorney: Virginia Bartelt
Email: vbartelt@barteltgrob.com
Legal Assistant: Lynn Denson
Email: ldenson@barteltgrob.com
Website: https://www.barteltgrob.com

Fiduciary Partners Independent Trust Services

660 West Washington Avenue
Suite 306
Madison, WI 53703
Phone: 608-210-0090
Primary Contact:
Timothy (Tim) Sugar
tsugar@fiduciarypartners.com
Website: https://www.fiduciarypartners.com

Oak Bank

5951 McKee Road
Suite 100
Fitchburg, WI 53719
Contacts:
Credit
Larry Van Epps
Vice President – Business Banking
608-250-5523
lvanepps@oak.bank
Joe Broadfoot
Assistant Vice President – Business Banking
608-250-5550
jbroadfoot@oak.bank
Deposits
Amber Lehnherr
Assistant Vice President-Treasury Management
608-250-5549
Alehnherr@oak.bank
Stephanie East
Treasury Management Officer
608-250-5526
seast@oak.bank
https://www.oak.bank/

Monarch Solutions Inc.

6870 Rote Road
Suite 103
Rockford IL 61107
Phone: Chicago, IL Office 815-847-6229 | Dallas, TX Office 817-332-3656
Fax: Fax 866-366-1619
Website: http://www.monarchsolutionsinc.com
Email: info@monarchsolutionsinc.com

Producer:
Kevin Klaas, Founder, Insurance Advisor
David Wolf - Long Term Care
Bill Streeper - Life Insurance and Disability
Serenity Almond - Medicare Adviser
Joe Almond - Medicare and Health Insurance Adviser

Northern Star Insurance Advisors

416 E. State Street
Rockford, IL 61104
Phone: 815-200-6939
Website: https://www.NorthernStarAdvisors.com
Email: Louisa@NorthernStarAdvisors.com
Contact: Louisa James

Vesta Senior Network

7830 W. Wisconsin Avenue
Wauwatosa, WI 53213

Phone: 262-442-5011

Primary Contact: Katherine Gottfried
Secondary Contact(s): Jenny Wagner
Pam Foti
Website: https://vestaseniornetwork.com/
Email: KATHERINE@VESTASENIORNETWORK.COM

ProVisor, Inc.

2800 Royal Avenue
Madison, WI 53713

200 S. Executive Dr.
Brookfield, WI 53005
Phone – WI: 608-227-2006
Phone – IL: 815-981-4100

Contact: Chip Knilans
Website: http://www.ProVisor.com
Email: Chip@ProVisor.com

Stark Company Realtors: Guernsey Real Estate Co.

2980 Arapaho Drive
Madison, WI 53719

Real Estate Agents:
Robin Guernsey
William (Wil) Guernsey
Phone – Robin Guernsey: 608-213-8778
Phone – William (Wil) Guernsey: 608-658-8902

Email Address(es):
Robin Guernsey: rguernsey@starkhomes.com
William (Wil) Guernsey: wguernsey@starkhomes.com
Website(s):
https://www.starkhomes.com/
https://guernseyrealestateco.com/