Accountants/CPA’s

Roth & Olson CPAs S.C.

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

Attorneys

Bartelt Grob

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

Boardman Clark

1 South Pinckney Street
Suite 410
Madison, WI 53701
Phone: 608-286-7219
Attorney: Thomas (Tom) Vercauteren
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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
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Website: https://www.fiduciarypartners.com

Banking, Mortgage, Consumer & Business Lending

Oak Bank

5951 McKee Road
Suite 100
Fitchburg, WI 53719

https://www.oak.bank/

Contacts:

Credit
Larry Van Epps
Vice President – Business Banking
608-250-5523
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Joe Broadfoot
Assistant Vice President – Business Banking
608-250-5550
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Deposits
Amber Lehnherr
Assistant Vice President-Treasury Management
608-250-5549
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Stephanie East
Treasury Management Officer
608-250-5526
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Insurance (Life Insurance, LTC Insurance, Medicare Supplements)

Northern Star Insurance Advisors

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

Palladium Group

888 Harrison St.
Suite 900
Fort Wayne, IN 46802
Primary Contact: Jeff Hess
Phone: 317-775-6339
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Website: https://thepalladiumgrp.com/

Advanced Planning, Assisted Living, & Elder Care

Vesta Senior Network

7830 W. Wisconsin Avenue
Wauwatosa, WI 53213

Phone: 262-442-5011

Primary Contact: Pam Foti
Secondary Contact: Jenny Wagner
Website: https://vestaseniornetwork.com/
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Mortgage Lenders

ProVisor, Inc.

2921 Landmark Place
Ste. 215-375
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
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Real Estate

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: This email address is being protected from spambots. You need JavaScript enabled to view it.
William (Wil) Guernsey: This email address is being protected from spambots. You need JavaScript enabled to view it.

Website(s):
https://www.starkhomes.com/
https://guernseyrealestateco.com/

As a fee-based fiduciary who specialized in retirement planning, we work closely with your other financial professionals to develop an integrated financial planning process. Our Klaas Professional Network (KPN) was born out of the recognition that many individuals, families, and employers, come to us without other pre-existing financial professional relationships and, therefore, need referrals to other competent professionals (ex: accountant, attorney, insurance agent, etc.). At Klaas Financial we have developed a team of individuals who consistently meet with other financial professionals to determine who might provide exceptional, integrated services to our clients.

We are providing information on KPN participants as a convenience only. You are encouraged to perform your own due diligence on professionals before engaging with them. Klaas Financial cannot be held responsible or liable for the services or associated fees of any of its KPN participants.

Klaas Financial does not receive any financial compensation from participants in KPN.

Klaas Professional Network - Wisconsin