Last updated on July 2nd, 2019 at 10:01 am
Kolb+Co. SC, Brookfield, announced the additions of Jim Wagner and Jim Small as shareholders of the firm. According to Tom Luken, president, it is unique for a firm this size to bring in two outside shareholders, but their experience and background will prove valuable to the team.
Wagner recently retired from Deloitte after 35 years. “Joining Kolb+Co. allows me to return to my roots in a sense,” Wagner said. “I have always enjoyed helping owners of privately-held companies achieve their business and financial goals.” Small brings more than 32 years of experience specializing in advising privately held companies and their owners on strategic business planning, accounting, audit and tax matters. Wagner and Small are this week’s featured Bubbler Executives.
Name: Jim Small, CPA
Company address: 13400 Bishop’s Lane, Brookfield WI 53005
Company web site: www.KolbCo.com
Industry: Specializes in serving contractors, manufacturers and professional service entities.
Education: BBA in Accounting and Finance from University of Wisconsin – Whitewater
Family: Wife, Michelle (Mickey) and four sons: Cullen, Shea, Cody and Cameron
Hobbies and Interests: Collector of stamps, specifically from Vatican City and Ireland
Favorite book and/or movie: Movie: “Caddyshack.” Books: Anything written by James Patterson, John Sandford or Scott Turow
Favorite musician/band: I have a very eclectic taste in music. I like almost anything that I hear.
Favorite place to visit/vacation: Ireland
Favorite local restaurant: Sebastian’s in Racine
Words to live by: Give back to the community in which you live and work.
What is your core philosophy for doing business? Work hard and focus on customer service.
Who is your role model and why? My father was a hardworking man with 12 children. He found a way to be a dedicated family man, employee and servant to the community.
What was the funniest thing that has ever happened to you? I arrived two hours late for my wedding rehearsal, because I was out golfing with my groomsmen. We got rained out on the 13th hole, and time got away from us. By the time we arrived, the pastor had gone home because he was tired of waiting. While my wife didn’t find it funny, my groomsmen and I found it quite entertaining. That said, I did make sure that I was on time for the wedding the next day.
Name: Jim Wagner, CPA
Company address: 13400 Bishop’s Lane, Brookfield, WI 53005
Company web site: www.KolbCo.com
Industry: Manufacturing and distribution, construction
Education: BBA UW- Whitewater, long time ago
Family: Wife, Marj (35 years), three daughters and three granddaughters.
Hobbies and Interests: Family, Reading, YMCA
Favorite book and/or movie: Any book by Ken Follet, Movie: “Man Who Would Be King,” Favorite play: “Les Miserables.”
Favorite musician/band: Andrew Lloyd Weber
Favorite place to visit/vacation: Winchester Wisconsin, Rock Lake
Favorite local restaurant: Cheap Eats: Shah Jee’s (Pakistani) and Chumley’s Pub (great chili) and Real Chili (even better chili)
Words to live by: People need to learn in life how to love people and use things, instead of using people and loving things
What is your core philosophy for doing business? It must be good for everyone
Who is your role model and why? Everyone I meet. It is through what I learn that I can model myself to be the best I can.