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Category: Expansions/Relocations

Photo by Richard Hurd

McClone Insurance Adds to Madison Office

MENASHA, WI (February 27, 2023) –McClone Insurance continues its rapid pace of strategically adding talent with a new addition to its Madison office.

Tommy Farrell has joined McClone’s Madison office as an employee benefits risk advisor. He brings 20 years of experience as an insurance broker, most recently with M3 Insurance. Farrell began his insurance career working on the property & casualty side of the business with Tricor, and later transitioned to employee benefits.

“The opportunity to bring my employee benefits experience to McClone was one I couldn’t pass up,” said Farrell. “Its client roster, values, culture and vision align with where I see my career progressing.”

“The Madison market is an important one for McClone,” said Dustin McClone, president & CEO of McClone. “And I’m confident that Tommy’s skillset and experience will play a big role in growing our impact here.”

McClone, with six offices throughout the state, provides business and personal insurance lines, employee benefits and human resources consulting and outsourcing for national and regional companies based in Wisconsin. The Madison office opened in 2022 as McClone and Neckerman Insurance merged.

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About McClone

Founded in 1949, McClone is one of Wisconsin’s largest independent insurance brokers, offering comprehensive services in risk management, business insurance, employee benefits, HR outsourcing, 401k and personal insurance. McClone is headquartered in Menasha, Wis., with additional regional offices in Fond du Lac, Green Lake, Madison, Milwaukee and Sheboygan. For more information, visit mcclone.com.

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Lake Ridge Bank Begins Operation as of February 13

Contacts:
Jim L. Tubbs
CEO
Lake Ridge Bank
608-798-3961

Paul Hoffmann
President
Lake Ridge Bank
608-223-2183

Lake Ridge Bank Begins Operation as of February 13
Merger of Equals Creates 7th Largest Bank in Wisconsin 

(MADISON, Wis.) – On February 13, two of the largest independent community banks in South Central Wisconsin officially complete their merger to become Lake Ridge Bank. As of today, all Monona Bank and State Bank of Cross Plains locations begin operating under the new name. 

Lake Ridge Bank is now the seventh largest bank headquartered in the State of Wisconsin, with 23 branch locations and nearly 400 associates serving almost 40,000 households across 17 communities. The goal was to create a bank with resources and services that compete with regional or national institutions but still maintains the local focus, mission, and philosophy of a community bank

The new name is meant to reinforce the bank’s focus and priorities. With a nod to local geography, Lake Ridge Bank wants to help shape the communities within the bank’s service area in the same way the glaciers shaped the region’s lakes and landscape. 

With more than 95 percent of the bank’s 1,400+ shareholders living in Wisconsin – most within Dane and Rock counties – Lake Ridge Bank is both widely held and locally owned. Combining for total assets approaching $3 billion, Lake Ridge Bank is well-positioned to fulfill its commitment to support and invest in our local area. 

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For additional information, please contact Mark Schellpfeffer at mschellpfeffer@lakeridge.bank.  

Photo by Richard Hurd

M3 Insurance Announces Strategic Partnership with The Employer Group

M3 Insurance (M3) announces the formation of a strategic partnership with The Employer Group (TEG), a human resources solutions company based in Verona, Wisconsin. In this partnership, TEG will function as a wholly-owned subsidiary of M3 and will continue to offer customized solutions to organizations of all sizes and industries, ranging from serving as a PEO (Professional Employer Organization) to providing full payroll services and a wide array of human resources administration and consulting.  

Effective January 1, 2023, Angie Heim, previous owner and president, will continue with TEG as a senior executive as part of the succession plan she created to ensure TEG continues to thrive into the future. Heim purchased TEG in 2007.

We’re thrilled to be able to operate independently while continuing to provide outstanding service to our clients. We couldn’t be more proud of the exceptional services, remarkable team, and stellar reputation we’ve built over the past 15 years.

— Angie Heim
Senior Executive | The Employer Group

Also effective January 1, 2023, Luke Anderson, current TEG vice president since 2019, will serve as president of TEG. In this role, Luke will oversee the management team, lead key initiatives, and work with M3 leadership to focus on TEG’s overall success.

Anderson’s role has evolved since he started with TEG in 2009, from payroll specialist to payroll manager, and most recently to vice president. His precise focus on quality payroll and HR services, along with his excellent client acumen and leadership skills will not only benefit TEG’s staff but also its clients and our community.

This partnership fits strategically with our desire to offer our clients a broad and extensive array of HR consulting support. M3 is committed to advising and supporting clients as they navigate complex and evolving topics, and we couldn’t be more excited to provide them such a high level of expertise and service through TEG.

— Mike Victorson
CEO | M3 Insurance

About The Employer Group

Since 1995, The Employer Group has provided expert human resources solutions to organizations of all sizes and across a number of industries. As The Human Resource Resource™, we specialize in all things payroll and HR-related, from providing direct deposits and preparing payroll tax forms to conducting HR assessments and creating employee handbooks. We’re also a registered PEO, which gives us the opportunity to provide a comprehensive level of service to our clients.

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About M3 Insurance

M3 is a top insurance broker and risk management firm in America. We’re leaders in the products we represent and the industries we serve. M3’s people are an extension of your team, providing world-class resources to help you manage risk, purchase insurance, and provide employee benefits. And our focus on community builds better places to live and work.

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Riley Construction breaks ground on two commercial properties in Madison

Kenosha-based Riley Construction recently expanded into the Madison market with two new high-profile projects: Madison Industrial Campus, 6002 Femrite Drive, and Tradesman Commerce Park, 5525 Tradesman Drive.

Phase one of the Madison Industrial Campus is a 169,000-square-foot industrial building that will be developed in partnership with HSA Commercial Real Estate. The project includes site work for the campus and construction of a state-of-the-art 32-foot clear Class A industrial building with ESFR sprinkler protection.

Read more at In Business magazine

Photo by Richard Hurd

Dave Jones, Inc. Announces Ribbon-Cutting of New Training and Development Center

Madison, WI, December 9, 2022: Dave Jones, Inc. is excited to announce the ribbon-cutting ceremony on their new Training & Development Center with the Greater Madison Chamber of Commerce.

Monday, December 12, 2022
2:30 PM
2101 Industrial Drive
Monona, WI 53713

Inspired by our core value of “forward-thinking,” the training facility will provide classroom-style and hands-on learning to the DJI team in Plumbing, HVAC, Fire Protection, and Electrical service and installation. But we felt that this was also an opportunity to give back (another core value) and are working with local schools and community groups to visit and use the facility to educate and expose their groups to the role that the trades play in today’s world and the lucrative, stable career path it can provide.

This facility is the latest addition to a growing Dave Jones, Inc. campus in Monona that includes a Team Headquarters building, a Service Team building, and a Fleet and Facilities Team building.

About Dave Jones Inc: Headquartered in Monona, WI, Dave Jones is a full-service mechanical sub-contractor, providing plumbing, heating, cooling, fire protection, and electrical installations and service in both residential and commercial settings. Recognized as an industry leader, DJI prides itself on its thorough and growing training program, strong core values, excellent benefits, and great company culture. Under the leadership of second-generation owners Greg Jones and Holly (Jones) Kellesvig, DJI has expanded to include businesses in Indianapolis, IN and Columbus, OH.  DJI employs over 625 people throughout these markets and has won awards for ethics, excellence, and customer service.

For more information, please contact:
Laura Steinhoff – Marketing Manager, Dave Jones, Inc.
Email: lsteinhoff@davejonesinc.com Direct Phone: (608) 709-1463
www.davejonesinc.com