Biz Notes

Windermere Wealth Advisors

Windermere Wealth Advisors LLC, Waukesha, announced the formal launch of its new business as a registered investment advisor. Ken Evason will serve as chief investment officer and chief executive officer of the new firm, which will provide wealth management services to individuals, families and charitable organizations. Windermere Wealth Advisors concentrates on capital outlook, asset allocation, investment policy formulation and specific sector securities in health care/health sciences and financial services. Evason has more than 30 years of expertise and experience to Windermere Wealth Advisors, having served as CEO and chief wealth advisor for nine years with Jacobus Wealth Management in Milwaukee. Pam Evason is vice president of investment research and administration for Windermere Wealth Advisors. She was previously a senior manager in the audit practice of Deloitte & Touche LLP’s Milwaukee office.

Jannsen & Company, S.C.

The Jannsen Center, home to Jannsen & Company, S.C., and other professional services firms, has been recognized as a 2009 Project of Distinction by the Wisconsin Chapter of Associated Builders and Contractors Inc. The Pewaukee building received a Silver Award in the “Commercial, $2 million to $10 million” category. The 24,200-square-foot center opened in May 2009, and was fully leased within months. The center is located at the southeast corner of Capitol Drive and Highway 164 in Pewaukee. Gerald Nell Inc., a Jannsen & Company client, was recognized as the design firm for the award-winning Jannsen Center.

Bader Rutter & Associates

The newly-merged Catholic Knights/Catholic Family Life Insurance has selected Bader Brookfield-based Rutter & Associates as its agency of record for strategic brand development. Catholic Knights and Catholic Family Life Insurance, two of the nation’s largest and the oldest Catholic fraternal benefit organizations, recently merged. Bader Rutter will lead the organization through its brand asset management process, which includes discovery, strategic brand identity and positioning, and logo and creative platform development. The merged organization will have a membership of 120,000, licensed operations in 28 states, total assets exceeding $1.1 billion and approximately $4.8 billion of life insurance in force.

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