Brendan Bush Promoted to Director of Property & Casualty Captive Practice at M3 Insurance

Brendan Bush, J.D., has been named M3’s director of property & casualty captive practice. In his role, he serves as a subject matter expert, strategist, and thought leader on property and casualty captives agency-wide. He is responsible for sharing information on trends and issues that specifically impact this practice.

M3 takes a uniquely independent approach to property & casualty captives. Our clients can feel confident knowing that our team brings customized property & casualty captives solutions to the table based on the client’s goals and individual risk profile. This independence allows us to remain on the same side of the table as our clients, gives us leverage in the marketplace, and ensures our clients are provided options and guided toward the solution that is best for them.

As a client executive, he will continue to specialize in counseling construction companies, real estate companies, design professionals, and private equity firms on property and casualty insurance and overall commercial risk management needs. Bush pairs his legal background as a Juris Doctor (J.D.) with his industry experience to serve as a trusted advisor to his clients. He is currently licensed to practice law in Wisconsin and holds designations as a Wisconsin-licensed property and casualty agent and Construction Risk Insurance Specialist (CRIS).

Outside of the office, Bush is an advisor to the board of directors for the State Bar of Wisconsin, construction law and public contracts section. He also sits on the public policy and new member committees for NAIOP Wisconsin and the new member committee for CARW. He remains actively involved in Marquette University, his alma mater, and an advisory board member for Marquette University Center of Real Estate.

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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.

Wealth Enhancement Group Announces Promotions

Wealth Enhancement Group would like to announce the following promotions:

Colleen P. Johnson, CWS®, CRPC®, CFP® was promoted to Senior Vice President, Financial Advisor

Emma Mueller, AIF®, CDFA®, CRPS®  was promoted to Vice President, Financial Advisor

Danny Frederickson, was promoted to Vice President, Portfolio Manager

Please join us in congratulating them!

Stirling, Schwartz now members of the Klaas Financial Asset Advisors

Klaas Financial announced on February 1, 2024 that Josh Stirling and Eric J. Schwartz have become members of the Klaas Financial Asset Advisors, LLC.

Josh Stirling, CFA, Director of Portfolio Management joined Klaas in 2017. Eric J. Schwartz, CFP®, Investment Adviser Representative began his career at Klaas back in 2020. Both gentlemen work in Klaas Financial’ Fitchburg, WI location.

One Community Bank: Dan Mattes Promoted to AVP – Commercial Banking Officer

January 29, 2024
FOR IMMEDIATE RELEASE

Contact:
Ameilia Abraham
One Community Bank
608-838-3141
aabraham@onecommunity.bank

Dan Mattes Promoted to AVP – Commercial Banking Officer

(January 2024) – One Community Bank is excited to announce the promotion of Dan Mattes to AVP – Commercial Banking Officer of its Cottage Grove location.

“Dan has been a tremendous asset to the commercial team. He has worked closely with our clients and developed new business relationships. In his new role, he will have the opportunity to work with a diverse range of business clients, helping them achieve their goals through effective communication and strategic planning,” said Tom Long, SVP Commercial Banking Manager.

“I am thrilled to grow with One Community Bank and develop business relationships in Cottage Grove, WI. I cannot wait for OCB – Cottage Grove to open soon,” said Dan.

Dan has over 15 years of experience in the banking industry with 10 years of experience in residential mortgage lending. He is passionate about giving back to his community. He is an active member of both the Sun Prairie and Cottage Grove Chambers of Commerce.

Outside of work, Dan loves spending time with his wife and three sons. When he has free time, he enjoys golfing and running.

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One Community Bank is one of the largest community banks in south central Wisconsin. The locally owned bank has 15 bank locations and $2.1 billion in assets. It provides both personal and business banking solutions, with an intense focus on serving clients, supporting colleagues, and investing in its communities. Five years in a row named one of Madison’s best places to work, One Community Bank serves the communities of Oregon, McFarland, Waunakee, Stoughton, Sun Prairie, Middleton, Adams, Oxford, Grand Marsh, Hillsboro, La Farge, Readstown, Wonewoc, and Union Center. Member FDIC.

Connie Perry, PharmD, Joins M3 Insurance as Managing Director of Pharmacy Solutions

Connie Perry has joined M3 Insurance as the managing director of pharmacy solutions, bringing a new level of expertise, specialization, and service to M3 clients.

In her role, Perry will lead M3’s pharmacy solutions team, using her clinical background as a PharmD and decades of experience in the PBM space to create a comprehensive pharmacy solutions stack for employers and pair it with the transparent and independent approach that has become a signature of M3.

Perry has over 25 years of industry experience and a doctorate in pharmacy from the University of Illinois College of Pharmacy, specializing in critical care during her residency. Her experience spans across various sectors including clinical roles in hospitals, academia and a Pharmacy Benefit Manager (PBM) (Walgreens Health Initiatives).

Perry was a lead consultant for national insurance brokers before joining M3. As a seasoned leader, she has successfully led national pharmacy practices and played a pivotal role in launching a pharmacy coalition tailored for mid-market employers.

M3 is excited to welcome Connie Perry, launch our pharmacy solutions specialization, and provide our clients with expanded resources and leverage to strategically manage their pharmacy benefits.

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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.