Jason Nordby Announced As New M3 Shareholder

M3 Insurance recently announced Jason Nordby, Account Executive and Director of Employee Benefits Captive Practice, as a new company shareholder. Jason joined M3 in 2003 and is a licensed life and health insurance agent as well as a designated Group Benefits Disability Specialist. In his role at M3, he consults with and advises clients about the design, implementation and management of their employee benefits programs. He also educates clients and other M3 staff members on employee benefit captives, serving as a resource on this emerging benefits solution.

Jason belongs to the National Association of Health Underwriters (NAHU), The Council of Insurance Agents and Brokers (CIAB) and the Society for Human Resource Management (SHRM). He is an active board member for the March of Dimes of Wisconsin and also dedicates his time to teaching financial literacy to high school students through Junior Achievement.

M3’s ownership team currently stands at 29 employees. The group is committed to reinvesting in the agency and its people and remaining privately held for the long-term.
______________
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.

Catholic Charities Welcomes New Board Members

Catholic Charities welcomes new board members Dorothy Conduah, Assistant Controller, Madison College, Sarah Dunn, Director of Client Strategies, CG Schmidt, and Michael C. Morey, Vice President of Asset Management, Oakbrook Corporation; and congratulates elected board officers for 2017: Toni Prestigiacomo (Chair), Dr. Christie Seibert (Vice Chair), Laura Anderson (Secretary), and Jen Fitzpatrick (Treasurer).

Wegner CPAs Announces Two New Partners

Madison, WI – Wegner CPAs is pleased to announce the appointment of Mike Hablewitz, CPA and Yigit Uctum, CPA, CFE, MBA as the newest partners of the firm.

As a team player and integral part of our firm’s growth and development since 1999, Mike Hablewitz specializes in working with a variety of nonprofit organizations, including health and human services, religious organizations, trade organizations, and labor unions, among others.

As a key team member with over twelve years of auditing experience, Yigit Uctum focuses on working exclusively with tax-exempt organizations and leads our nationwide Form 990 preparation practice. He also manages our New York office.

Please join us in welcoming Mike and Yigit as our newest audit partners and congratulating them on their accomplishments.

About Wegner CPAs

Headquartered in Madison, WI, Wegner CPAs brings a unique perspective to the practice of accounting and business consulting.  The firm specializes in family-owned businesses, cooperatives, manufacturers, nonprofit organizations, and school districts with a complete range of accounting, audit, tax, and consulting services across the lifecycle of the organization. For more information, visit www.wegnercpas.com or call 888.204.7665.

###

Brodeski Named as a Financial Industry Change Maker

Savant CEO included in Financial Planning’s list of people to watch in 2017

Madison, WI (January 4, 2017) – Brent Brodeski, chief executive officer of Savant Capital Management, a nationally-recognized fee-only wealth management firm, has been selected by Financial Planning as one of the “17 People Advisers Should Watch in 2017.” Brodeski has been included as one of the industry’s key players due to Savant’s new capital structure that will provide the firm with more than $50 million for upcoming M & A deals. He is the only registered investment advisory firm CEO to make the list.

In addition to naming Brodeski to the list, Financial Planning also selected Tim Sloan, CEO of Wells Fargo; Janet Yellen, Fed chairwoman; Andrew Puzder, nominated to be Secretary of Labor; and Abigal Johnson, chairwoman and CEO of Fidelity. Click here to view the full list of Financial Planning’s “17 People Advisers Should Watch in 2017.”

Brodeski is a co-founder of Savant, which manages more than $4.7 billion in assets and employs more than 140 team members. Headquartered in Rockford, IL. , Savant also has 11 offices in the following locations: Chicago, IL; Freeport, IL; Geneva, IL; Hoffman Estates, IL; Naperville, IL; Peoria, IL; Sterling, IL; Wilmette, IL; McLean, VA; Madison, WI; and Park Falls, WI.

In 2016, Brodeski was named to Forbes’ 2016list of America’s Top Wealth Advisors. In addition, Savant has also consistently received other industry recognitions such as being named a top RIA firm by Financial Planning magazine, Financial Advisor magazine and InvestmentNews and being recognized by Barron’s magazine as a top advisor in the United States. 

About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with more than $4.7 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 included 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 and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. For more information about Savant or to view our Important Disclosures, go to www.savantcapital.com.

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.

###

Statement: Chamber Disappointed by Unexpected Kraft Heinz Closure

FOR IMMEDIATE RELEASE (November 4, 2015)
Contact: Kevin Little, Managing Director of Economic Development, 608-443-1949

MADISON – In response to today’s decision by the Kraft Heinz Company to close its Madison operations, Greater Madison Chamber of Commerce President Zach Brandon released the following statement:

“To say this unexpected news is both sad and unfortunate is an understatement. Oscar Mayer is deeply rooted in Madison’s history, and we expected it would be a part of greater Madison’s next chapter.

Nearly 100 years ago, the Mayer brothers saw great opportunity and purchased a failing meat-packing plant in Madison. As a community, we grew with Oscar Mayer and took pride in its success. Over the years, the company has not only been a major employer, it has been a major investor in our community institutions.

Today, our attention turns to the employees, families, and suppliers affected by this decision, and the need for coordinated, intentional, public and private economic development efforts to ensure greater Madison continues to be a place of great opportunity.”

About the Greater Madison Chamber of Commerce:
The Greater Madison Chamber of Commerce is the voice of business with nearly 1,300 organizations – ranging from one-person shops to corporations with more than 8,000 employees – working to bring the Greater Madison area to its full potential. The Greater Madison region is a leader in innovation. From cutting-edge technologies to distinctive retail shops to inventive services and products, our members vary greatly but are united by the region’s entrepreneurial spirit. More information can be found at greatermadisonchamber.com.

###