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.

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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!

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.

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Capitol Bank welcomes Ben Kjorlie as new Marketing Specialist

Capitol Bank is excited to announce that Ben Kjorlie has been hired as Marketing Specialist. Ben brings over a decade of digital marketing experience, focusing on content creation, social media, and public relations.

“We are thrilled to have Ben join our team,” said Ami Myrland, President & CFO of Capitol Bank. “His expertise and enthusiasm will bring a new perspective to the look and feel of the Bank. We’re excited to partner on all things marketing , growing the Bank’s brand across every platform.”

In his new role, Ben will be responsible for the Bank’s marketing efforts in print, digital, social media, and more. He will also serve as the primary point of contact for media organizations and continue to expand the Bank’s public presence through a wide range of channels.

Ben enjoys being active outdoors, cheering on Wisconsin sports teams, and spending time with his wife and pet dachshund.

About Capitol Bank: Capitol Bank, locally owned and operated, is committed to serving the communities in which we live, work, and do business. We are proud of the partnerships we have established with organizations, businesses, and individuals in the Greater Madison area. Our philosophy of community support is demonstrated at the corporate level, as well as in the time and energy our employees devote to our community each year. Capitol Bank is Member FDIC and an Equal Housing Lender.

M3 Insurance Adds Five New Shareholders

FOR IMMEDIATE RELEASE

For Media Inquiries:
Angela Joyce, Director of Communications
M3 Insurance
Phone: 608.229.6409
Email: angela.joyce@m3ins.com

M3 Insurance Adds Five New Shareholders

MADISON, WI – M3 Insurance recently announced five new shareholders: Paul Connor, John DeSalvo, Gretchen Flueckiger, Kelsey Haag, and Ross Heginbottom.

Paul Connor, Vice President of Property & Casualty, is responsible for direction, performance, and strategies of the property & casualty product line, practice groups, and sales teams. He joined M3 in 2021.

John DeSalvo, Brokerage Client Executive, specializes in the TruStage program within property & casualty, placing insurance and counseling about risk management strategies and planning. He joined M3 in 2009.

Gretchen Flueckiger, Director of Employee Benefits – Madison, oversees and manages benefit compliance, strategy, design, and implementation for employers of all sizes nationwide. She joined M3 in 2016.

Kelsey Haag, Client Executive, specializes in the senior living and social services industry within property & casualty, evaluating insurance programs and customizing risk management strategies. She joined M3 in 2014.

Ross Heginbottom, Client Executive, specializes in the construction and real estate industry within property & casualty, building comprehensive insurance and risk management solutions. He joined M3 in 2015.

M3’s 61 shareholder partners are current employees who are actively involved in the business and must sell his or her shares prior to retirement. This ownership structure ensures engagement while aligning with M3’s commitment to remain privately held. 

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About M3

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. For more information on M3, visit www.m3ins.com.