Accountants/CPA’s
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/
Attorneys
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
Boardman Clark
1 South Pinckney Street
Suite 410
Madison, WI 53701
Phone: 608-286-7219
Attorney: Thomas (Tom) Vercauteren
Email: TVercauteren@boardmanclark.com
Website: https://www.boardmanclark.com/
Independent Trust Services
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
Banking, Mortgage, Consumer & Business Lending
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/
Insurance (Life Insurance, LTC Insurance, Medicare Supplements)
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
Palladium Group
888 Harrison St.
Suite 900
Fort Wayne, IN 46802
Primary Contact: Jeff Hess
Phone: 317-775-6339
Email: Jeff.hess@thepalladiumgrp.com
Website: https://thepalladiumgrp.com/
Advanced Planning, Assisted Living, & Elder Care
Vesta Senior Network
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
Mortgage Lenders
ProVisor, Inc.
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
Real Estate
Stark Company Realtors: Guernsey Real Estate Co.
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/
Lauer Realty Group
Lauer Realty Group
2229 Atwood Ave.
Madison, WI 53704
Real Estate Agent:
Andrea Davitt
Phone: 608-957-3136
Email Address:
Andrea@LauerRealtyGroup.com
Website:
https://lauerrealtygroup.com/