The Family Business Legacy Institute has several strategic partners who play an important role not only in organization but also in supporting the growth and continuity of your family business. These partners have been chosen by your board because of the expertise they have within their specific discipline. Each offers a wide range of skills in a number of professional capacities. We encourage you to utilize our strategic partners for your family needs.
BizStarts works to create a prosperous entrepreneurial business climate in the M7 region by inspiring, nurturing, connecting and celebrating entrepreneurs and their companies.
BizStarts initiatives and programs help connect all entrepreneurs with the right resources, increase the number of fast-growing companies, promote a strong entrepreneurial business climate, create an infrastructure specifically designed to nurture entrepreneurial spirit, and promote entrepreneurship in our educational institutions. BizStarts Milwaukee identified and launched four major initiatives: BizStarts Connect, BizStarts Buzz, BizStarts Venture Track, and BizStarts College Consortium. Each of these programs works toward BizStarts goals.
BizStarts Milwaukee developed the first seamless, region-wide approach to assisting entrepreneurs in southeast Wisconsin.
QUANDT BERNDT & COMPANY
Our Family Business Legacy Institute Contacts Are:
Dave Vetta, President
Dave has over 30 years of experience in the investment and banking industry. Prior to joining First Business Bank – Milwaukee, he was Managing Director at Fifth Third Bank and Managing Director at JP Morgan Asset Management, where he was a member of the investment and management committees. Dave’s broad background includes commercial and consumer lending, private banking, investment management, and sales management, including providing financial solutions to businesses and individuals. He is a Certified Financial Planner, and holds an MBA from the UW- Whitewater and a Bachelor of Science from Carroll College. In addition, Dave has taken advanced studies at Northwestern University and University of Virginia, Darden School of Business.
Dave can be reached at email@example.com
Rick Krauthoefer, Vice President Business Development
Rick comes from a family business background. His father bought Siekert & Baum, an office supply company when Rick was in eighth grade. He worked there in various capacities all through school. Rick was called back three years out of college to return to Milwaukee to run operations. Unfortunately there was a partnership dispute that resulted in Rick’s father selling his interest. This experience gives Rick some unique insight into the ups and downs of family owned businesses. Other than another entrepreneurial experience for 18 months in the thermoforming plastics industry, Rick has been in middle market banking. Over Rick’s 35 years of banking experience, he has developed expertise in several areas including ESOPs, choice and charter schools and is one of the leading industrial revenue bond providers to middle market businesses in the state. He is also a bit unusual in that most “civil war” veterans in banking are not in business development anymore, but in Rick’s case, it is his favorite part of the job. Rick is a graduate of Miami University in Oxford, Ohio and earned post graduate experience at Xavier University. He is active in SPE (Society of Plastic Engineers), CARW (Commercial Realtors of Wisconsin), and IBAW (Independent Business Associaion of Wisconsin), and Family Business Legacy Institute.
Rich can be reached at firstname.lastname@example.org
RMB Jacobus is an affiliate of RMB Capital (“RMB”), an independent, employee-owned firm that offers advisory services and investment solutions for a diverse range of clients. For individuals and families, we believe we offer a rare combination of capabilities related to in-house planning and investment expertise. Our full spectrum of services is designed to manage risk, seize opportunity, and drive results—based on each client’s specific needs, goals, preferences, and unique circumstances. This includes crafting and executing personalized plans, as well as designing and delivering customized asset allocation recommendations and sophisticated investment solutions. Established in 2005, RMB is headquartered in Chicago and has offices across the United States.
Dan Matola, CFA
Senior Wealth Advisor
email@example.com or 414 238 6275
Dan joined RMB Capital in 2017, when the Jacobus Wealth Management team combined with RMB Wealth Management to become RMB Jacobus. Prior to joining RMB, Dan was the president and chief investment officer at Jacobus Wealth Management. He received his Bachelor’s degree in Finance and completed the Applied Investments Program at the University of Wisconsin-Whitewater. He is also a CFA® charterholder. Dan serves on the committee for the BrightStar Wisconsin Foundation and ProHealth Care.
Peter J. Bach, CPA
Managing Director of Upper Midwest
firstname.lastname@example.org or 414 475 6565
Peter joined RMB Capital in 2017, when the Jacobus Wealth Management team combined with RMB Wealth Management to become RMB Jacobus. Prior to joining RMB, Peter gained decades of financial services and executive leadership experience from holding senior positions at Jacobus Wealth Management, Campbell Mithun Inc., and Arthur Andersen & Co. He received his Bachelor’s degree in Business Administration from the University of Southern California and is a Certified Public Accountant. Peter serves on the board for the Milwaukee School of Engineering, Minneapolis YMCA, and Ridgeview Hospital Foundation.
Trevor Isham, CFP®
Vice President, Wealth Advisor
email@example.com or 312 993 5806
Trevor joined RMB Capital in 2013, bringing with him a unique combination of experience in the financial services industry. Prior to joining RMB, he was a trader at Ronin Capital where he executed transactions related to an index futures statistical arbitrage and a long small-cap equity/short index futures portfolio before transitioning into the role of wealth advisor, where he provided a variety of family office services to Ronin’s founders. When Ronin created a subsidiary company, Katana Investment Advisors, Trevor became its sole employee, responsible for providing wealth advisory services to his client roster of Ronin employees, in addition to managing all other aspects of the business, such as marketing, IT, and compliance. Trevor received his bachelor’s degree in Economics and Religion from Colorado College and has earned the CFP® certification.
M3 Insurance offers insight, advice and strategies to help clients manage risk, purchase insurance and provide employee benefits. We’ve been in business for 50 years, grown to more than 260 people, and placed over a billion dollars in annual premium. We’re consistently ranked a top 100 broker in America by Business Insurance magazine.
The largest independent, privately owned insurance agency in Wisconsin, M3 has five offices throughout the state, (Madison, Milwaukee, Eau Claire, Green Bay and Wausau), and we’re licensed to write business in all 50 states. Each of our five offices operates in unique health insurance markets and utilizes different carriers. As our clients grow into these different regions, M3 is positioned to offer the local, specialized expertise they need to be successful.
M3 is a privately held S-corporation. All M3 shareholders are current employees, actively involved in our business, and must sell their shares prior to retirement. This ownership structure ensures alignment and engagement with our business, and ensures decisions are made based on what’s best for our clients, not our quarterly earnings.
Our collaborative, coordinated approach gives us the opportunity to educate and advise our clients on all facets of their insurance. We offer products, services, and specialized expertise in employee benefits, property & casualty, personal lines, executive benefits, and employer-sponsored retirement plans. We partner with clients in developing and working through a plan to help improve their entire operation and save them money.
M3’s retention rates reflect our stability. Over the past five years, M3’s average client retention is 94% while our employee retention is 92.5%. Our culture fosters an environment where we connect with people and enjoy long-term, ongoing relationships with them.
In fact, we believe our staff is the best in the industry. We seek out the best possible people for each respective position and give them the tools and freedom to thrive and grow. We also understand that our clients are exposed to unique risks inherent to their business, so we engage the right resources and help tailor the best programs to manage those risks. Our organizational structure aligns specifically with our clients’ business needs through our industry practice group structure. Plus, M3 Financial and Private Client Group provide specialized insurance placement for our individual clients.
Three dedicated individuals from the M3 Insurance team are proud to be involved with the Family Business Legacy Institute: Nezih Hasanoglu Jr., Jordan Herbert and Ana Simpson. Nezih is a partner and vice president of business development, and is responsible for the direction, performance and management of M3’s business development team.
Jordan and Ana are business development executives focused on educating the business community about the value of partnering with M3. They both assist prospects through the sales process, presenting solutions and matching them with the appropriate M3 service team to address their unique business insurance needs. Jordan has significant experience in partnering with privately held/family owned businesses and serves as M3’s primary point person for FBLI.
VON BRIESEN & ROPER, S.C.
Tom Kammerait is a Shareholder and the Chair of the Business Succession Planning Section at von Briesen & Roper, s.c. Tom represents businesses on all aspects of their corporate and business needs including transactional matters, tax, succession planning, general corporate, real estate, technology, and estate planning issues. Tom generates value by helping clients set priorities for enhancing the value of their businesses and identifying risk management strategies, on a tax-efficient basis. He is also a CPA, so his knowledge of accounting gives him a quick understanding of client financial matters, and a rapport with their accountants.