Financial Services Industry People in the News

Kurt Andrae has joined WaterStone Bank as vice president and head of its commercial real estate division, bringing more than 15 years of experience in the financial industry. He previously held the position of president and CEO of the former First Wisconsin Bank & Trust in Brookfield, Wisconsin.

In addition to his experience in the banking industry, Andrae is also recognized as an expert in the field of conservation development for his work with Red Wing Land Company. Andrae formed Red Wing in 2003 and permanently preserved over 300 acres of land as open space since the company’s inception.

Andrae also serves on the board of directors for the UW-Whitewater Foundation. He also serves on the advisory boards of the College of Business of UW-Whitewater, Natural Resources Consulting, Inc. and Land Choices.

Dennis Weeks was recently appointed to the board of directors of Johnson Insurance Services LLC. Johnson Insurance is part of Johnson Financial Group, the $5.7 billion financial services company. 

Weeks is president and owner of Alloy Welding, Inc. in Franksville. He purchased Alloy Welding in 1987 when it had three employees. Today, the company has 70 employees all housed in a new, 50,000-square-foot facility in Franksville.

“I’m looking forward to serving in this role with Johnson Insurance,” said Weeks. “The Johnson philosophy of fostering quality long-term relationships mirrors the way we’ve tried to lead our business.”

Next Generation Wealth Management, Inc. has appointed Peter C. Jelacic to the newly created position of director of financial planning.

“Pete brings to Next Generation Wealth Management more than 20 years of experience in the financial industry and has a proven record of working with clients to achieve their financial security. He is a tremendous addition to our team and we’re excited to welcome him to our growing business,” said David Massart, president of NG Wealth Management.     

Jim Wagner and Jim Small were recently named shareholders of Kolb+Co., the largest locally owned CPA firm in the Milwaukee area.

Wagner recently retired from Deloitte after a 35 year career. Small worked in the Racine office of Clifton Gunderson for more than 30 years.

“We are very excited to have Jim Wagner and Jim Small on the Kolb+Co. team,” said Tom Luken, president of Kolb+Co. “Their industry experience and backgrounds fit perfectly with the strategic direction of Kolb+Co.”


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