Financial Services Industry People in the News

Brookfield-based Vrakas/Blum S.C. recently hired Katherine Minckler, CPA as a manager in its tax department. Minckler worked previously for the accounting firms Benton & Bray, P.S. and BDO Seidman, LLP.

Minckler is a member of the American Institute of Certified Public Accountants (AICPA), Wisconsin Institute of Certified Public Accountants (WICPA) and the Beta Alpha Psi alumni association.

“Considering the extensive experience and knowledge Katherine brings to the table, adding her to our team was an easy decision for us to make,” said James A. Holmes, CPA, managing shareholder and president of Vrakas/Blum. “We are excited for her future contributions to the success of both our firm and our clients.”

Jacobus Wealth Management, Inc., a Wauwatosa-based comprehensive wealth management and financial planning firm, has promoted Brian Janecke, CPA, to director of taxation and planning. Janecke will work closely with clients and other tax professionals on tax advisory, compliance and financial planning services.

He has served associate director of accounting since 2005. 

“Brian’s experience in providing value-added, client-focused advisory tax services is an outstanding asset for our clients. We look forward to Brian’s involvement in deepening our financial planning services to meet evolving client needs,” said Richard Jacobus, chairman of Jacobus Wealth Management. 

Northwestern Mutual honors seven Milwaukee area financial reps

In recognition of their outstanding performance, seven Milwaukee area financial representatives were recently invited by Northwestern Mutual to its annual Northwestern Mutual Forum, held Nov. 8-11 in Scottsdale, Ariz.

The representatives were: Ronald V. Krizek, CLU, ChFC; Jerry J. David, CLU, CFP; Mark P. Schueller, CLU, ChFC; R. David Fritz Jr., CLU; Tim R. Neumann, CLU, ChFC; Patrick T. Horne, CLU, ChFC; and Patrick J. Marget, CLU, CFP.

Krizek is a representative with The Holter Financial Group, based in Elm Grove. Horne, Marget, Fritz Jr., and David are representatives with the Cornerstone Financial Group, based in Milwaukee. Schueller is a representative with The Holter Financial Group, based in Glendale.  Neumann is a representative with The Gruenstern Group, based in Germantown.

“Challenging times call for financial security strategies, and in Milwaukee, these representatives led the way this year, helping hundreds of families protect what matters most,” said Northwestern Mutual Senior Vice President Todd M. Schoon. “Today, in Milwaukee and around the country, the importance of a long-term financial strategy is crystal clear, and financial professionals like these seven have never been more valuable.”


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