Category: Talent
Photo by Richard Hurd
Local EXIT Realty Affiliated Office Welcomes New Team Members
FOR IMMEDIATE RELEASE
Contact:
Susan Harrison
Senior Vice President
EXIT Realty Corp. International
sharrison@exitrealty.com
888-668-3948
Local EXIT Realty Affiliated Office Welcomes New Team Members
Madison, WI (Grassroots Newswire) November 24, 2020 – EXIT Realty HGM is pleased to announce that Leo Salazar, Cecilia Rios and Nancy Ramirez have joined its growing team of dedicated real estate sales professionals.
EXIT Realty HGM, located at 4211 W. Beltline Hwy, Madison, Wisconsin, is a proud member of EXIT Realty Upper Midwest’s rapidly expanding network of independently owned and operated brokerages across the region.
About EXIT Realty: EXIT Realty is a company founded and built on human potential. A full service, forward-thinking, real estate franchisor with offices across North America, EXIT has to-date paid out more than a half a billion dollars in single-level residual income to its associates. The Expert Marketing Suite™ including geolocation Smart Sign™ technology gives sellers an edge in a competitive marketplace. The Focus on Good Health blog promotes wellness at work and home. A portion of every transaction fee received by EXIT Realty Corp. International is applied to its charitable fund. To-date, more than $6 million has been pledged to charity. For more information, please visit www.exitrealty.com and www.joinexitrealty.com.
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Photo by Richard Hurd
Daniel Holdridge Joins Savant Wealth Management
Savant Wealth Management (formerly Savant Capital Management) has welcomed Daniel Holdridge as a financial advisor in the firm’s Madison office. Holdridge joined Savant on Oct. 5.
As a financial advisor, Holdridge is a member of the firm’s Advisory Team and is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. He is a subject matter expert on health insurance planning for early, pre-Medicare retirees. In his new role, Holdridge will regularly meet with clients, advisors, portfolio managers, accountants, attorneys, and financial planners to formulate and coordinate effective planning, investment, and tax strategies.
Holdridge has been involved in the financial services industry since 2016, primarily focusing on providing personal financial planning and fiduciary investment advice to high net worth families and retirees, business owners, and medical professionals. Prior to joining Savant, he worked as a financial advisor for the wealth management affiliate of a top 25 public accounting firm in Green Bay, where he was the primary relationship manager for about 60 individuals, families and retirement plans. Holdridge earned a Bachelor of Business Administration in finance from the University of Wisconsin-Madison. He is a CERTIFIED FINANCIAL PLANNER™ professional.
About Savant Wealth Management
Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with more than $8.3 billion in assets under management. Savant Wealth 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 headquartered in Rockford, IL, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA. Please see Important Disclosures at savantwealth.com.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Photo by Richard Hurd
Stacey Boelter Joins Oak Bank as Mortgage Loan Processor
For Immediate Release
Contact: Karen Virnoche, 608.441.6000
kvirnoche@oakbankonline.com
Stacey Boelter Joins Oak Bank as Mortgage Loan Processor
Fitchburg, WI – Oak Bank, Fitchburg’s community bank since 2000, is pleased to welcome Stacey Boelter to the team as a Mortgage Loan Processor.
In her role, Stacey will underwrite and process mortgage loans for clients that are purchasing a home or refinancing an existing loan to take advantage of today’s historically low interest rates. Stacey will help our clients pursue the dream of home ownership with a caring, client-centric approach that Oak Bank is known for.
“Stacey has a proven track record of working with clients in community banks for over 20 years and we look forward to her sharing her talents with our team and clients,” said Terry Taylor, Oak Bank President & COO. “Being able to make a difference for so many families in our area truly exhibits our commitment of ‘putting us to work for you’. We know what it means for our clients to feel confident during their home buying process, and our Home Lending division instills that trust from the very beginning.”
“I’m thrilled to be a part of a company that employs so many people dedicated to forming quality relationships both internally and externally,” said Stacey. “Being with family and friends is my favorite way to spend time, which makes working at Oak Bank a perfect match.”
Stacey graduated from Normandale Community College in Bloomington, Minnesota and now resides in Madison with her family and pet dog and cat.
About Oak Bank
Oak Bank has been deeply rooted in the Fitchburg community and Madison area for 20 years, meeting the financial needs of homeowners and businesses by offering top-notch service, quick answers and unique solutions, all while supporting over 125 local nonprofits each year. Visit oakbankonline.com to learn more.
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Michelle Behnke Elected to Capitol Bank’s Board of Directors
Madison, WI: Ken Thompson, President and CEO of Capitol Bank, is pleased to announce the election of Michelle Behnke to the Board of Directors of Capitol Bank. Michelle accepted the position in September and will serve a three-year term. She serves as Principal of Michelle Behnke & Associates in Madison, a legal firm specializing in business law, real estate law and estate planning services since 1998. UW–Madison and University of Wisconsin Law School are where Michelle obtained her undergraduate and law degrees, respectively.
“Michelle’s experience as a business owner and 30 years of practicing law, along with her active leadership in our community, will provide invaluable insight to future strategic initiatives,” said Thompson.
Michelle has spent her career giving back to the community through board positions and volunteerism. She most recently served as treasurer of the American Bar Association and on its Board of Governors, and also recently served on the SSM Healthcare of Wisconsin, Inc. Board. Since 2005, Michelle has consistently been named to the list of Best Lawyers in America.
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 Madison and Verona communities. 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.
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Madison College: Senior Digital Marketing Strategist, DEADLINE EXTENDED
Madison College is excited to introduce a Sr. Digital Marketing Strategist to our Marketing and Public Relations department. We are seeking a candidate with strong email campaign, digital analytics and assessment, and SEO experience. This work can be done on campus or from a remote location. If you are looking for a fulfilling career that can display all of these skills, apply now!
Madison College’s dedication to promoting equity, inclusion and diversity is reflected in our Mission, Vision, and Values. Hiring an inclusive workforce that mirrors our student population is more than just a commitment at Madison College—it is the foundation of what we are striving to do. Come be part of our great team!