Phil Whitehead Brings Expertise in Business Banking to Lake Ridge Bank

February 28, 2025 (MADISON, Wis.) – Phil Whitehead, CPA, CFP, CExP, has joined the Lake Ridge Bank Business Banking team as Senior Vice President-Business Banking Sales Manager. Working out of the bank’s Evansville location, he will serve customers throughout the Midwest.

An accomplished professional banker with more than 30 years of experience in the financial services industry, Whitehead brings expertise in campground financing as part of his overall wealth of experience regarding financing for all types of businesses and industries. He has a wide-ranging background that includes business development, commercial banking, financial planning, and business exit planning. He spent the last decade at First Mid Bank & Trust in Janesville, where he served as Market President and Senior Vice President, Business Banking. Whitehead was also recognized in 2022 as an Elite SBA 504 Lender by Wisconsin Business Development (WBD).

“We are excited to add Phil to our Business Banking team,” says Paul Hoffmann, Lake Ridge Bank President. “We are always looking for ways to serve our customers in new ways, and his extensive business banking knowledge paired with his niche experience will add immense value to our clientele.”

With a Bachelor of Business Administration and a Master of Science in Accounting from University of Wisconsin-Whitewater, Whitehead also completed the Graduate School of Banking at University of Wisconsin-Madison. Rounding out his educational achievements, he holds multiple professional licenses, including Certified Public Accountant, Certified Financial Planner, and Certified Business Exit Planner.

Lake Ridge Bank invites the community to meet Whitehead in person at the Wisconsin Association of Campground Owners (WACO) Convention & Trade Show on March 12-16. Considered the largest event of its kind in the country, the 2025 conference will be held at the Holiday Inn Hotel & Convention Center in Stevens Point.

If you would like more information on how Lake Ridge Bank can support your financial success, contact Phil Whitehead at pwhitehead@lakeridge.bank or call (608) 470-1139.

###

Lake Ridge Bank’s mission is to “build prosperous communities, one relationship at a time.” For more than 100 years, this has meant getting to know each of our clients to offer personalized services to meet their specific financial goals. Lake Ridge Bank offers a full line of financial products and services. We focus on offering products and services to make your banking easy. Our business banking and mortgage lenders are trusted leaders in their field with the expertise to provide the right loan at the best rate possible for our clients. As a community bank, we are dedicated to reinvesting in, and making our communities great places to live, work and raise a family. Visit lakeridge.bank to learn more about how we can help you.

Member FDIC | Equal Housing Lender

Lake Ridge Bank. Go Far. Go Together!

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

C&E In-Home Care Services is Hiring

C&E is now hiring caregivers! We are looking for dedicated individuals who are passionate about providing compassionate care to our clients. If you or someone you know is interested in joining our team, please reach out for more information on the application process.

We offer competitive pay, flexible scheduling, and the opportunity to make a meaningful difference in the lives of those we serve. Together, we can ensure that our clients receive the high-quality care they deserve.

Thank you for helping us spread the word!

Benjamin F. Edwards & Co: Celebrating 15 Years in the Madison Community!

Benjamin F. Edwards & Co. is thrilled to celebrate a significant milestone: 15 years of serving the Madison community and beyond!

Our Madison branch officially opened its doors on December 4, 2009, under the leadership of Paul Olsen. Soon after, Matt Clooten and Carrie Dorman joined him, forming the foundation of a branch that has since grown significantly, providing trusted financial guidance to individuals and families across the region.

In recent years, our office has continued to expand, welcoming new employees Ty Nafziger, Nic Adamany, and Faith Diamond. Each brings experience, dedication, and a commitment to helping our clients achieve their financial goals.

Founded in 2008, Benjamin F. Edwards & Co. carries forward a proud legacy of client-first service spanning five generations. With roots tracing back to A.G. Edwards, the company was established to deliver a boutique-style approach to wealth management. This combines personalized service with a wide array of financial solutions tailored to meet the unique needs of individuals, families, and businesses nationwide.

Our Madison branch embodies this legacy, guided by the core principles of Trust, Integrity, and Mutual Respect. We proudly serve Madison and its surrounding communities, including Fitchburg, Waukesha, Middleton, Milwaukee, and more. Whether assisting clients with retirement planning, investment management, or navigating unique financial challenges, our employees work with passion and precision to help clients succeed.

To celebrate this milestone, we’re excited to host an event in Madison with our clients, featuring special guests from our Home Office in St. Louis, MO.

Thank you for letting us be a part of this amazing community. We look forward to serving you for many more years to come!

Securities and Advisory Services offered through Benjamin F. Edwards & Co., member FINRA and SIPC. Investing involves risk including the potential loss of principal. No investment strategy, including asset allocation and diversification, can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Benjamin F. Edwards & Co. does not provide legal or tax advice, therefore it is also important to consult with your legal and tax professionals for additional guidance tailored to your specific situation.

Oak Bank Welcomes Terri Burdick as AVP – Treasury Management

February 27, 2025
For Immediate Release
Contact: Karen Virnoche, 608.441.6000
kvirnoche@oak.bank

Oak Bank Welcomes Terri Burdick as AVP – Treasury Management

Fitchburg, WI – Oak Bank is excited to welcome Terri Burdick as Assistant Vice President – Treasury Management. In this role, Terri will develop and manage relationships with business clients, focusing on deposit growth and cash management solutions. She will collaborate closely with the business banking team, providing expertise in treasury management products while ensuring exceptional, personalized service that supports the success of Oak Bank’s clients.

Terri brings more than 20 years of banking experience spanning Treasury Management, Retail Banking, Operations, Marketing, and Human Resources. She holds an MBA from Lake Forest Graduate School of Management and is a recent graduate of the Graduate School of Banking at UW-Madison.

“I’m looking forward to adding to Oak Bank’s legacy of providing world-class service and solutions to local businesses,” said Terri Burdick.

Linda Zimdars, Senior Vice President – Business Banking, shared her enthusiasm about Terri joining the team, “Terri’s deep expertise in treasury management, coupled with her passion for relationship-building and community service, makes her a perfect fit for Oak Bank. Her commitment to client success and local impact aligns seamlessly with our values.”

Terri recently moved to Stoughton with her husband. She has a son, a daughter-in-law, and two beloved granddaughters. Outside of work, she enjoys traveling, cooking, visiting farmers markets, cycling, and long-distance walking. A dedicated sports fan, she cheers on college sports teams and is a true Green Bay Packers fan.

A strong advocate for fighting food insecurity, Terri previously served on the Board of Directors for the East Central Illinois Food Bank and looks forward to continuing her volunteer work with a local food bank or pantry.

She is also committed to accessibility efforts, recording local news for the blind and those with reading difficulties through Public Radio.

Please join us in welcoming Terri Burdick to the Oak Bank family!

About Oak Bank
Oak Bank has been deeply rooted in the Fitchburg community and Madison area for 25 years, meeting the financial needs of homeowners and businesses by offering top-notch service, quick answers, and creative solutions, all while supporting over 135 local nonprofits each year. Visit oak.bank to learn more.

###

REAP Food Group: Big Share campaign kicks off at Cadre Restaurant

To kick off REAP’s Big Share campaign, Cadre Restaurant is hosting a multi-course dinner, curated by Chef Evan Dannells and featuring local ingredients.

Join us from 5:30-8:00pm on Sunday, March 2, for an elegant meal, and support REAP Food Group and Dane County Food Collective in our common mission to build a better food system!

With the uncertainty of our future given the possible federal funding freeze, it’s a great time and opportunity to come together as a community.

The menu can be found here, and you can sign up for the dinner here.