Latest News
🔒 Getting There: Dan Lindberg
Applied AI Lab director
Waukesha County Technical College
Age: 36
Hometown: Geneva, IL
Education: Bachelor’s in economics and political science with a marketing...
🔒 Rev Up: Rockhopper Ice Collective to tap into consumers’ unique ice preferences
Leadership: Co-founders Daniel Guenther and Josh Cartellone
Headquarters: Pewaukee
Website: rockhopperice.com
What it does: Creating an ice machine that can make...
🔒 Moving forward
In more than nine years as an advisor for the Lumen Christi Employment Network, I have seen numerous members...
🔒 The college choice
Businesses and parents frequently turn to college rankings and accreditations to discover the best school for their kids or...
🔒 How can employers engage employees in retirement planning?
For younger workers, the prospect of retirement may seem like a distant possibility. Those entering the workforce now have...
🔒 Scale, succession driving wealth management consolidation
Merit Financial Advisors entered the Wisconsin market in August 2022 by acquiring Sheboygan Falls-based Mersberger Financial Group. The Georgia-based...
🔒 Downtown companies build brand awareness through prominent building signage
Travel eastbound along I-794 in downtown Milwaukee and you’re sure to notice a mix of branding sprinkled among the...
Notable Women in Wealth Management: Joan Klimpel
Joan Klimpel, shareholder and member of the Estate Planning practice at Milwaukee-based Godfrey & Kahn s.c., is a leader...
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Notable Women in Wealth Management: Stacy Williams
Stacy Williams, director and senior investment consultant at Baird’s The Hodge Williams Group in Milwaukee, provides investment consulting to...
Notable Women in Wealth Management: Emily Phillips
Emily Phillips, a director and lead financial advisor with Baird’s Phillips Ristau Group in Milwaukee, has extensive experience and...
Notable Women in Wealth Management: Andrea Bulen
Andrea Bulen, president of Pewaukee-based Shakespeare Wealth Management, is a financial advisor and strategist to high-net-worth individuals and...
Notable Women in Wealth Management: Lori Watt
Lori Watt founded what is now Waukesha-based IAG Wealth Partners in 1985, when the financial planning profession was still...
