Derek Metcalf promoted to Chief Financial Officer

Madison, Wis. (January 3, 2019) – National Guardian Life Insurance Company (NGL), a mutual insurance company located in Madison, Wis., has promoted Derek Metcalf, CPA, FLMI to the position of Vice President & Chief Financial Officer. Metcalf oversees the financial reporting, general and investment accounting, budgeting, and tax functions for NGL and its subsidiaries.

Derek Metcalf promoted to Chief Financial Officer 1.2.19

DeWitt Promotes Three Attorneys to Partner

FOR IMMEDIATE RELEASE
January 1, 2019

FOR INFORMATION CONTACT:
Michelle M. Friedman (262) 754-2877
mmf@dewittllp.com

DeWitt Promotes Three Attorneys to Partner

MADISON|MILWAUKEE|MINNEAPOLIS – DeWitt LLP announced today that it has promoted Chase Horne, Julie Nagorski and Raluca (Luca) Vais-Ottosen to Partner.

Horne, of DeWitt’s Madison office, practices in the areas of litigation and environmental law. He has represented clients in a wide variety of cases, ranging from business and shareholder disputes, to construction disputes and personal injury matters. In his practice, Horne has developed substantial trial experience when jury trials are becoming increasingly rare, including multiple jury trials in state and federal courts. Horne also counsels business clients regarding employment issues, such as employee handbooks, wage practices, non-compete agreements, and terminations. He earned his J.D. from the University of Wisconsin Law School and B.A. from Wake Forest University.

Nagorski, of the firm’s Minneapolis office, has significant experience litigating disputes in numerous areas of the law, with a focus in real property and construction disputes. In addition to her substantial litigation experience, Nagorski has taken many cases through jury and bench trials and has argued multiple cases in front of the Minnesota Court of Appeals. Nagorski represents all types of clients, from businesses, to trusts, to families and individuals, with a far-reaching range of needs. She earned her J.D. from the University of Minnesota Law School and B.A. from the University of Wisconsin-La Crosse.

Raluca Vais-Ottosen, of the firm’s Madison office, focuses her practice on U.S. immigration and nationality law. She has assisted numerous clients with immigration matters ranging from family-based and individual immigration applications, to employment-based visas, permanent residence (green card), and U.S. citizenship. Originally from Romania, Vais-Ottosen utilized her personal experience as an immigrant to develop a special interest in Immigration Law. She also has an extensive background in Employment Law. She assists companies in several areas, including claims of workplace discrimination, harassment and retaliation, and termination and constructive discharge, among others. She earned her law degree from Spiru Haret University Law School – Romania, L.L.M. from Louisiana State University Paul M. Hebert Law Center and B.S. from Petru Rares National College – Romania.

About DeWitt

DeWitt LLP, is one of the largest law firms based in Wisconsin, with an additional presence in Minnesota.  It has nearly 140 attorneys practicing in Madison and Metropolitan Milwaukee, Wisconsin, and Minneapolis, Minnesota, in a variety of legal areas and has the experience to service clients of all scopes and sizes.  The firm is known for its work in several areas, including civil rights litigation, corporate law, employment, environmental, employee benefits, estate planning, family law, government relations, health care, intellectual property, patents, trademarks and copyright law, litigation, personal injury, real estate, and tax law.

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Photos:
Chase Horne – https://seroka.box.com/v/ChaseHorne
Julie Nagorski – https://seroka.box.com/v/JNagorski
Raluca Vais-Ottosen – https://seroka.box.com/v/RalucaVaisOttosen

Jennifer Myers Promoted to Account Executive

Madison, WI – Jennifer Myers has been promoted to Account Executive at M3 Insurance. Specializing in employee benefits, Jennifer’s evolving role at M3 will have her coordinating ongoing service for clients to ensure that their coverage meets their needs. She will also consult with and advise clients about the design, implementation and management of their benefit programs based on their current and future needs.

Jennifer joined M3 in 2011 as an Account Manager. Prior to M3, she held several account management and project management positions in various industries as well as owning and operating her own business. She holds a Bachelor of Arts degree in communication studies and broadcast journalism from University of Northern Iowa and is a Wisconsin licensed life and health insurance agent.

In her free time, Jennifer teaches Junior Achievement classes at Chavez Elementary and volunteers as a youth basketball coach.

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About M3

M3 Insurance offers insight, advice and strategies to help clients manage risk, purchase insurance and provide employee benefits. We are committed to being experts in both the products we represent and the industries we serve. Our people advance M3’s competitive advantage in the marketplace, and our focus on community builds better places to live and work. M3 is consistently ranked a top 100 broker in America and celebrated its 50th anniversary in 2018.

Contact for additional information:
Stacy Paré
Marketing Communications Specialist, M3 Insurance
608.288.2779
stacy.pare@m3ins.com

Madison’s Oldest Law Firm Announces its Reorganization to DeWitt LLP

FOR IMMEDIATE RELEASE
January 1, 2019

FOR INFORMATION CONTACT:
Michelle M. Friedman (262) 754-2877
mmf@dewittllp.com

Madison’s Oldest Law Firm Announces its Reorganization to DeWitt LLP

MADISON|MILWAUKEE|MINNEAPOLIS – The Wisconsin-based law firm DeWitt Ross & Stevens S.C., and its Minnesota affiliate DeWitt Mackall Crounse & Moore S.C., announced today they have reorganized to DeWitt LLP (DeWitt), effective January 1, 2019.

“Reorganizing our two entities into DeWitt LLP follows our strategic business goals and is also conducive to a more effective branding strategy by creating a consistent corporate identity across our markets,” said Bradley C. Fulton – President & Managing Partner of DeWitt.

During the past several years the firm has expanded its practice into Minnesota and grown its Metro Milwaukee office to one of the largest in Waukesha County. Founded in 1903, Dewitt is the oldest law firm in Madison, Wisconsin. While the firm’s name is changing, its commitment to its clients’ success remains the same.

Fulton notes, “In addition to the strong business reasons for reorganizing, we also recognize that the old-school tradition of long law firm names simply doesn’t match what consumers prefer: short brand names that are more memorable.”

About DeWitt

DeWitt LLP, is one of the largest law firms based in Wisconsin, with an additional presence in Minnesota. It has nearly 140 attorneys practicing in Madison and Metropolitan Milwaukee, Wisconsin, and Minneapolis, Minnesota, in a variety of legal areas and has the experience to service clients of all scopes and sizes. The firm is known for its work in several areas, including civil rights litigation, corporate law, employment, environmental, employee benefits, estate planning, family law, government relations, health care, intellectual property, patents, trademarks and copyright law, litigation, personal injury, real estate, and tax law.

Savant Capital Management Recognized as a Top 10 RIA Firm in the Midwest

CONTACT:

Catherine Povalitis

Chartwell Agency

cpovalitis@chartwell-agency.com

(779) 537-1282

Savant Capital Management Recognized as a Top 10 RIA Firm in the Midwest

ROCKFORD, lll. (Dec. 18, 2018) – Savant Capital Management, an independent, nationally recognized, fee-only wealth management firm headquartered in Rockford, with an additional location in Peoria, has been ranked by InvestmentNews as one of the Top 10 Registered Investment Adviser firms in the Midwest, based on total assets under management (AUM).

Savant earned the No. 6 spot with a total AUM of $5.62 billion. InvestmentNews’ analysis was based on data reported to the Securities and Exchange Commission as of Nov. 1 and did not include asset management companies or firms with broker-dealer relationships. To view the complete list of top Midwest RIA firms, click here.

“For more than 30 years, Team Savant has been delivering comprehensive wealth management services to our clients,” said Brent Brodeski, CEO of Savant. “It’s an honor to be recognized as being a top RIA firm and we are thankful to our clients for the opportunity to grow and expand our business.”

Earlier this year, Savant also was named by InvestmentNews in its 2018 nationwide ranking of leading RIA firms. Savant ranked No. 45 on the comprehensive list of more than 2,100 firms. The list was based on total AUM and is the 11th time Savant had been recognized on the nationwide list. To view the full list, click here.

About Savant Capital Management

Savant Capital Management is a leading independent, nationally-recognized, fee-only firm serving clients for 30 years with over $6 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being featured on the Forbes’ top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm by Financial Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and InvestmentNews.

Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services.

Please Note: LIMITATIONS: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link[s] as to participation data). No ranking or recognition should be construed as a current or past endorsement of Savant by any of its clients. ANY QUESTIONS: Savant’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.

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