Financial Services Industry People in the News

Shawna Bertalot has been named executive director of specialization and practices with Racine-based Johnson Insurance Services LLC. Johnson Insurance is part of Johnson Financial Group, a $5.7 billion financial services company.

Bertalot has nearly 20 years of experience in the insurance industry. She will lead Johnson Insurance Services’ property and casualty insurance teams for specialization and practice programs, which include architects and engineers, law and accounting firms, health care organizations and school districts.

“Our clients are best served by a variety of complimentary, specialized services that anticipate their needs, exceed their expectations and make their lives easier,” said Christian Lie, President and Chief Executive Officer of Johnson Insurance Services. “Shawna’s new role will help us promote those strengths, to the benefit of our clients.”

Milwaukee-based RitzHolman CPAs has hired Shelby Pecor, CPA, as a staff accountant. As a member of the firm’s tax, nonprofit and outsourcing teams, Pecor will focus on nonprofit audit as well as providing tax and consulting services to individuals and businesses.  RitzHolman also hired Marie Jasinski as a bookkeeper. Her more than 20 years of  bookkeeping experience includes working for the Wisconsin Institute of Certified Public Accountants, Weather-Tek Design Center and the Pabst Family Trust Company.


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