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Employee Directory

Employee Directory

Alyssa Martner

Marketing Coordinator

Employee Benefits|Professional Services Employee Benefits Waukesha
Office Phone: 262-953-7177

Andrew Hart

Commercial Insurance Consultant

Business Insurance Property Casualty Manufacturing and Industrial Services|Retail|Small Business|Financial and Professional Services Waukesha
Office Phone: 262-953-7131
Cell Phone: 414-687-3718

Bill Katzfey, LUTCF

Commercial Insurance Consultant

Business Insurance Property Casualty Construction|Manufacturing and Industrial Services|Temporary Staffing|Lumber / Wood Products|Hospitality & Dining|Real Estate|Financial and Professional Services Waukesha
Office Phone: 262-953-7208

Bobbi Curtis, WCS, AINS

Sr. Work Comp Consultant

Professional Services Arts, Entertainment, & Recreation|Construction|Fitness|Healthcare & Social Services|Hospitality & Dining|Manufacturing and Industrial Services|Financial and Professional Services|Public and Private Education|Public Entity / Municipalities|Real Estate|Retail|Technology & Cyber Security|Trucking, Transportation, & Warehousing|Veterinarian & Animal Care|Auto & Franchise Dealers|Dental Practice|Lumber / Wood Products|Small Business|Temporary Staffing Waukesha
Office Phone: 262-953-7206

Brad Stehno

Commercial Insurance Consultant

Business Insurance Property Casualty Construction|Financial and Professional Services Waukesha
Office Phone: 262-953-7226
Cell Phone: 414-412-5500

Brian Bean, J.D.

Executive Claims Consultant

Professional Services Personal Lines|Business Insurance Arts, Entertainment, & Recreation|Construction|Fitness|Healthcare & Social Services|Hospitality & Dining|Manufacturing and Industrial Services|Financial and Professional Services|Public and Private Education|Public Entity / Municipalities|Real Estate|Retail|Technology & Cyber Security|Trucking, Transportation, & Warehousing|Veterinarian & Animal Care|Auto & Franchise Dealers|Dental Practice|Lumber / Wood Products|Small Business|Temporary Staffing Waukesha
Office Phone: 262-953-7176
Fax: 262-953-1466

Brian Balongue, CIC

Commercial Insurance Consultant

Business Insurance Property Casualty Trucking, Transportation, & Warehousing|Financial and Professional Services Waukesha
Office Phone: 262-502-3827
Cell Phone: 262-352-0763

Bryon Riesch

Owner & Project Manager

Owners & Executive Management Construction|Manufacturing|Healthcare & Social Services|Public and Private Education|Financial and Professional Services Waukesha
Office Phone: 262-953-7172

Carmen Winkelman

Benefits Consultant

Employee Benefits Employee Benefits Public Entity / Municipalities|Construction|Healthcare & Social Services|Manufacturing and Industrial Services|Auto & Franchise Dealers|Small Business|Temporary Staffing Waukesha
Office Phone: 262-569-6246

Chad Robinson, FAHM

Director of Analytics & Wellness

Professional Services Arts, Entertainment, & Recreation|Construction|Fitness|Healthcare & Social Services|Hospitality & Dining|Manufacturing and Industrial Services|Financial and Professional Services|Public and Private Education|Public Entity / Municipalities|Real Estate|Retail|Technology & Cyber Security|Trucking, Transportation, & Warehousing|Veterinarian & Animal Care|Auto & Franchise Dealers|Dental Practice|Lumber / Wood Products|Small Business|Temporary Staffing Waukesha
Office Phone: 262-953-7153

Chad Messner, CIC

Commercial Insurance Consultant

Business Insurance Property Casualty Construction|Manufacturing and Industrial Services|Trucking, Transportation, & Warehousing|Arts, Entertainment, & Recreation|Real Estate|Financial and Professional Services Appleton
Office Phone: 920-931-3264

Chris Hanson, RHU, LUTCF

Sr. Employee Benefits Consultant

Employee Benefits Employee Benefits|Individual Health Auto & Franchise Dealers|Dental Practice|Small Business|Temporary Staffing Appleton
Office Phone: 920-931-3261

Christine Wilson, AINS

Account Executive

Business Insurance Hospitality & Dining|Real Estate|Financial and Professional Services Waukesha
Office Phone: 262-953-7261

Dan Fitzgerald

Commercial Insurance Consultant

Business Insurance Property Casualty Manufacturing and Industrial Services|Retail|Small Business|Financial and Professional Services Waukesha
Office Phone: 262-953-7216
Cell Phone: 612-327-8623

Dan Maurer, AU, CRIS

Commercial Insurance Consultant

Business Insurance Property Casualty Construction|Manufacturing and Industrial Services|Real Estate|Financial and Professional Services Waukesha
Office Phone: 262-953-7213

Dan Scheider, CIC, CPIA, CRIS

Commercial Insurance Consultant

Business Insurance Property Casualty Construction|Manufacturing and Industrial Services|Real Estate|Financial and Professional Services Middleton
Cell Phone: 608-512-8174

Dan Hart

Commercial Insurance Consultant

Business Insurance Property Casualty Real Estate|Financial and Professional Services Waukesha
Office Phone: 262-502-3825
Cell Phone: 262-352-0760

David Ripp

Account Executive - Fitness Specialist

Business Insurance Fitness|Arts, Entertainment, & Recreation Waukesha
Office Phone: 262-953-7204
Cell Phone: 608-217-8127

David Lancaster, CEBS, CLU

Executive Vice President, Employee Benefits

Owners & Executive Management|Employee Benefits|Mergers & Acquisitions Employee Benefits Public Entity / Municipalities|Public and Private Education|Manufacturing and Industrial Services Waukesha
Office Phone: 262-953-7155

Dawn Baker

Bond Specialist & Sr. Client Services Manager

Bonds Property Casualty Construction Waukesha
Office Phone: 262-338-7879

Don Levings

Senior Benefits Consultant

Employee Benefits Employee Benefits|Life Insurance Arts, Entertainment, & Recreation|Small Business|Retail|Fitness|Financial and Professional Services|Trucking, Transportation, & Warehousing|Veterinarian & Animal Care|Dental Practice|Temporary Staffing Waukesha
Office Phone: 262-953-7124
Cell Phone: 414-791-8537

Don Hauser, CPCU

Commercial Insurance Consultant

Business Insurance Property Casualty Arts, Entertainment, & Recreation|Financial and Professional Services West Bend
Office Phone: 262-338-7862
Fax: 262-953-1334

Elijah Goodman

Private Client Executive

Business Insurance|Personal Lines Property Casualty|Personal Lines Dental Practice Waukesha
Office Phone: 262-953-7168
Cell Phone: 414-750-9070

Erin Hoffman

Employee Benefits Consultant

Employee Benefits Benefits Financial and Professional Services Waukesha
Office Phone: 262-696-5072

Frank Maurer

Executive Vice President, Commercial Lines

Owners & Executive Management|Business Insurance|Mergers & Acquisitions Property Casualty Construction|Manufacturing and Industrial Services|Public and Private Education|Healthcare & Social Services|Public Entity / Municipalities|Financial and Professional Services Waukesha
Office Phone: 262-953-7232

Jack Riesch

Owner & Executive Vice President

Owners & Executive Management|Business Insurance|Mergers & Acquisitions Construction|Manufacturing|Healthcare & Social Services|Public and Private Education|Financial and Professional Services Waukesha
Office Phone: 262-953-7231

Jake Witte, AINS

Commercial Insurance Consultant

Business Insurance Property Casualty Manufacturing and Industrial Services|Veterinarian & Animal Care Waukesha
Office Phone: 262-953-7212

Jamie Vanderveldt, AAI

Commercial Insurance Consultant

Business Insurance Property Casualty Construction|Manufacturing and Industrial Services|Arts, Entertainment, & Recreation|Real Estate|Financial and Professional Services Waukesha
Office Phone: 262-953-7140
Cell Phone: 414-581-6946

Jason Navarro, AIC, AIS, API, AU, CPCU

Commercial Insurance Consultant

Business Insurance|Cyber Security Property Casualty Manufacturing|Technology & Cyber Security Waukesha
Office Phone: 262-953-7174

Jeff Szalacinski

Vice President of Insurance Operations

Professional Services | Mergers & Acquisitions|Owners & Executive Management Arts, Entertainment, & Recreation|Construction|Fitness|Healthcare & Social Services|Hospitality & Dining|Manufacturing and Industrial Services|Financial and Professional Services|Public and Private Education|Public Entity / Municipalities|Real Estate|Retail|Technology & Cyber Security|Trucking, Transportation, & Warehousing|Veterinarian & Animal Care|Auto & Franchise Dealers|Dental Practice|Lumber / Wood Products|Small Business|Temporary Staffing Waukesha
Office Phone: 262-953-7170

Jeff Sewell

Benefits Consultant

Employee Benefits Employee Benefits|Wellness Healthcare & Social Services|Lumber / Wood Products|Arts, Entertainment, & Recreation|Construction|Manufacturing and Industrial Services|Financial and Professional Services|Auto & Franchise Dealers|Temporary Staffing Waukesha
Office Phone: 262-953-7164

Jeff Wolfgram, CPCU, WCS

Private Client Executive

Home & Auto Personal Lines Waukesha
Office Phone: 262-953-7105

Jen Dash

Client Services Manager

Employee Benefits Employee Benefits Waukesha
Office Phone: 920-931-3266

Jen Powell

Certificate Team Manager

Client Services Business Insurance Construction Waukesha
Office Phone: 262-953-7112

Jerry Aman

Property & Casualty Claims Specialist

Professional Services Arts, Entertainment, & Recreation|Construction|Fitness|Healthcare & Social Services|Hospitality & Dining|Manufacturing and Industrial Services|Financial and Professional Services|Public and Private Education|Public Entity / Municipalities|Real Estate|Retail|Technology & Cyber Security|Trucking, Transportation, & Warehousing|Veterinarian & Animal Care|Auto & Franchise Dealers|Dental Practice|Lumber / Wood Products|Small Business|Temporary Staffing West Bend
Office Phone: 262-338-7861

John Brengosz

Loss Control Specialist

Professional Services Arts, Entertainment, & Recreation|Construction|Fitness|Healthcare & Social Services|Hospitality & Dining|Manufacturing and Industrial Services|Financial and Professional Services|Public and Private Education|Public Entity / Municipalities|Real Estate|Retail|Technology & Cyber Security|Trucking, Transportation, & Warehousing|Veterinarian & Animal Care|Auto & Franchise Dealers|Dental Practice|Lumber / Wood Products|Small Business|Temporary Staffing Waukesha
Office Phone: 262-953-7139

Julie Liebelt, CIC, CPCU, ARC

Quality Assurance Director

Professional Services|Bonds Arts, Entertainment, & Recreation|Construction|Fitness|Healthcare & Social Services|Hospitality & Dining|Manufacturing and Industrial Services|Financial and Professional Services|Public and Private Education|Public Entity / Municipalities|Real Estate|Retail|Technology & Cyber Security|Trucking, Transportation, & Warehousing|Veterinarian & Animal Care|Auto & Franchise Dealers|Dental Practice|Lumber / Wood Products|Small Business|Temporary Staffing Waukesha
Office Phone: 262-953-7219

Kami Wein

Employee Benefits Consultant

Employee Benefits Employee Benefits Manufacturing and Industrial Services|Construction|Healthcare & Social Services|Public Entity / Municipalities|Technology & Cyber Security|Auto & Franchise Dealers Waukesha
Office Phone: 262-953-7178

Karlie Davis

Sr. Supervisor - Commercial Service

Client Services | Business Insurance Property Casualty Public Entity / Municipalities Waukesha
Office Phone: 262-953-7113

Ken Riesch

President

Owners & Executive Management Waukesha
Office Phone: 262-953-7203

Lisa Murawski, CIC, CISR

Commercial Service Director

Client Services | Business Insurance Property Casualty Waukesha
Office Phone: 262-953-7111
Fax: 262-953-1359

Liz Johnson

Individual Health Specialist

Employee Benefits|Medicare Products & Services Individual Health Waukesha
Office Phone: 262-696-5077

Mark Turner

Account Manager

Professional Services Arts, Entertainment, & Recreation|Construction|Fitness|Healthcare & Social Services|Hospitality & Dining|Manufacturing and Industrial Services|Financial and Professional Services|Public and Private Education|Public Entity / Municipalities|Real Estate|Retail|Technology & Cyber Security|Trucking, Transportation, & Warehousing|Veterinarian & Animal Care|Auto & Franchise Dealers|Dental Practice|Lumber / Wood Products|Small Business|Temporary Staffing Waukesha
Office Phone: 262-953-7165

Matt Seitz, AINS, CRIS

Commercial Insurance Consultant

Business Insurance Property Casualty Healthcare & Social Services|Manufacturing|Construction|Retail|Small Business|Financial and Professional Services Waukesha
Office Phone: 262-953-7257

Maureen Joy, OTR

Health Care Specialist

Professional Services Arts, Entertainment, & Recreation|Construction|Fitness|Healthcare & Social Services|Hospitality & Dining|Manufacturing and Industrial Services|Financial and Professional Services|Public and Private Education|Public Entity / Municipalities|Real Estate|Retail|Technology & Cyber Security|Trucking, Transportation, & Warehousing|Veterinarian & Animal Care|Auto & Franchise Dealers|Dental Practice|Lumber / Wood Products|Small Business|Temporary Staffing Waukesha
Office Phone: 262-953-7237

Michael Franz

Chief Operating Officer

Owners & Executive Management Waukesha
Office Phone: 262-953-7121

Michelle Froehlke, CSFS

Benefits Consultant - Certified Self-Funded Specialist

Employee Benefits Public and Private Education|Manufacturing and Industrial Services|Construction|Financial and Professional Services|Public Entity / Municipalities|Trucking, Transportation, & Warehousing Waukesha
Office Phone: 920-931-3262
Cell Phone: 920-585-8194

Mike Geldreich, AIC

Claims Management Specialist

Professional Services Arts, Entertainment, & Recreation|Construction|Fitness|Healthcare & Social Services|Hospitality & Dining|Manufacturing and Industrial Services|Financial and Professional Services|Public and Private Education|Public Entity / Municipalities|Real Estate|Retail|Technology & Cyber Security|Trucking, Transportation, & Warehousing|Veterinarian & Animal Care|Auto & Franchise Dealers|Dental Practice|Lumber / Wood Products|Small Business|Temporary Staffing Waukesha
Office Phone: 262-502-3872

Mike Harrison, CPCU, ARM

Executive Vice President

Owners & Executive Management Captives Waukesha
Office Phone: 262-953-7162
Fax: 262-953-1415

Mike Payne, AINS, CPIA, MLIS, CRIS

Vice President, Sales

Business Insurance Property Casualty Manufacturing and Industrial Services|Hospitality & Dining|Financial and Professional Services Waukesha
Office Phone: 262-953-7126
Cell Phone: 262-408-7582

Mike Obertin

Commercial Insurance Consultant

Business Insurance Property Casualty Auto & Franchise Dealers|Financial and Professional Services Waukesha
Office Phone: 262-953-7185

Mike Walden, WCS

Commercial Insurance Consultant

Business Insurance Property Casualty Public and Private Education|Manufacturing and Industrial Services|Construction|Real Estate|Financial and Professional Services Waukesha
Office Phone: 262-502-3822
Cell Phone: 262-232-2165

Nancy McMurry

Account Executive

Professional Services Arts, Entertainment, & Recreation|Construction|Fitness|Healthcare & Social Services|Hospitality & Dining|Manufacturing and Industrial Services|Financial and Professional Services|Public and Private Education|Public Entity / Municipalities|Real Estate|Retail|Technology & Cyber Security|Trucking, Transportation, & Warehousing|Veterinarian & Animal Care|Auto & Franchise Dealers|Dental Practice|Lumber / Wood Products|Small Business|Temporary Staffing Waukesha
Office Phone: 262-953-7106

Nancy Wuenne, CPIA

Program Specialist

Business Insurance Property Casualty Public Entity / Municipalities|Dental Practice West Bend
Office Phone: 262-338-7865

Nicki Johnson, SPHR, SHRM-SCP

Director of Human Resources

Human Resources Waukesha
Office Phone: 262-953-7207

Patrick Mattefs

Employee Benefits Consultant

Employee Benefits Employee Benefits Hospitality & Dining|Public and Private Education|Public Entity / Municipalities|Real Estate|Retail Waukesha
Office Phone: 262-953-7150
Cell Phone: 773-329-5524

Patrick Jaskolski, AAI, FCLA

Private Client Executive

Home & Auto Property Casualty|Personal Lines Waukesha
Office Phone: 262-953-7168

Patty Frett, GBA, RPA, CEBS

Director of Client Services - Employee Benefits

Employee Benefits| Client Services Employee Benefits Waukesha
Office Phone: 262.696.5074

Paul Lessila, CPA

Commercial Insurance Consultant

Business Insurance Property Casualty Public and Private Education|Public Entity / Municipalities|Healthcare & Social Services|Financial and Professional Services Waukesha
Office Phone: 262-502-3823
Cell Phone: 262-442-2559

Paul Seitz

Commercial Insurance Consultant

Business Insurance Property Casualty Construction|Manufacturing|Real Estate|Financial and Professional Services Waukesha
Office Phone: 262-953-7245
Cell Phone: 414-379-7000

Pete Frittitta, MBA

Client Strategic Services

Professional Services Benefits Arts, Entertainment, & Recreation|Construction|Fitness|Healthcare & Social Services|Hospitality & Dining|Manufacturing and Industrial Services|Financial and Professional Services|Public and Private Education|Public Entity / Municipalities|Real Estate|Retail|Technology & Cyber Security|Trucking, Transportation, & Warehousing|Veterinarian & Animal Care|Auto & Franchise Dealers|Dental Practice|Lumber / Wood Products|Small Business|Temporary Staffing Waukesha
Office Phone: 262-953-7161

Rick Kalscheuer, CIC, RPLU

Commercial Insurance Consultant

Business Insurance | Mergers & Acquisitions Property Casualty Public and Private Education|Public Entity / Municipalities|Healthcare & Social Services|Manufacturing and Industrial Services|Hospitality & Dining|Real Estate|Financial and Professional Services Waukesha
Office Phone: 262-953-7215
Cell Phone: 414-861-4095

Riley Enright

Senior Benefits Consultant

Employee Benefits Employee Benefits Manufacturing and Industrial Services|Construction|Fitness|Healthcare & Social Services Waukesha
Office Phone: 262-953-7136
Cell Phone: 414-491-2400

Ryan Nowicki, CLCS

Personal Lines Director

Home & Auto Personal Lines Waukesha
Office Phone: 262-953-7103

Sam Veith, CRIS

Commercial Insurance Consultant

Business Insurance Construction|Manufacturing and Industrial Services|Retail|Small Business|Financial and Professional Services Waukesha
Office Phone: 262-758-4439
Cell Phone: 773-936-5171

Scott Shaver, AIC, ARM

Commercial Insurance Consultant

Business Insurance Property Casualty Healthcare & Social Services|Manufacturing and Industrial Services|Lumber / Wood Products|Arts, Entertainment, & Recreation|Hospitality & Dining|Real Estate|Financial and Professional Services Waukesha
Office Phone: 262-953-7104
Cell Phone: 262-888-2281

Scott Huibregtse, ARM

Commercial Insurance Consultant

Business Insurance Property Casualty Public Entity / Municipalities|Construction|Manufacturing and Industrial Services|Arts, Entertainment, & Recreation|Hospitality & Dining|Financial and Professional Services Waukesha
Office Phone: 262-502-3830
Cell Phone: 414-520-0606

Shay Sherfinski

Benefits Consultant

Employee Benefits Benefits Manufacturing and Industrial Services|Construction|Healthcare & Social Services|Trucking, Transportation, & Warehousing|Lumber / Wood Products|Temporary Staffing Waukesha
Office Phone: 262-953-7248

Sherilyn Smith, CSRM

Commercial Insurance Consultant

Business Insurance Schools|Construction Healthcare & Social Services|Public and Private Education|Hospitality & Dining|Financial and Professional Services Waukesha
Cell Phone: 920-400-2033

Stephanie Riesch-Knapp

Senior Benefits Consultant

Employee Benefits|Owners & Executive Management Employee Benefits Public and Private Education|Hospitality & Dining|Arts, Entertainment, & Recreation|Public Entity / Municipalities|Real Estate|Lumber / Wood Products Waukesha
Office Phone: 262-953-7169
Cell Phone: 262-853-0691

Steve King

Total Risk Management Consultant

Professional Services | Mergers & Acquisitions Mergers & Acquisitions|Captives Arts, Entertainment, & Recreation|Construction|Fitness|Healthcare & Social Services|Hospitality & Dining|Manufacturing and Industrial Services|Financial and Professional Services|Public and Private Education|Public Entity / Municipalities|Real Estate|Retail|Technology & Cyber Security|Trucking, Transportation, & Warehousing|Veterinarian & Animal Care|Auto & Franchise Dealers|Dental Practice|Lumber / Wood Products|Small Business|Temporary Staffing Waukesha
Office Phone: 262-953-7122

Tammy Perez, CIC

Commercial Insurance Consultant

Business Insurance Property Casualty Small Business|Healthcare & Social Services|Retail|Hospitality & Dining|Real Estate|Financial and Professional Services Waukesha
Office Phone: 262-953-7147

Tammy Cross

Private Client Executive

Home & Auto Property Casualty|Personal Lines Waukesha
Office Phone: 262-502-3852
Cell Phone: 262-349-3549

Taylor Almonte-Hahn, CHES

Health & Wellness Consultant

Professional Services Benefits Arts, Entertainment, & Recreation|Construction|Fitness|Healthcare & Social Services|Hospitality & Dining|Manufacturing and Industrial Services|Financial and Professional Services|Public and Private Education|Public Entity / Municipalities|Real Estate|Retail|Technology & Cyber Security|Trucking, Transportation, & Warehousing|Veterinarian & Animal Care|Auto & Franchise Dealers|Dental Practice|Lumber / Wood Products|Small Business|Temporary Staffing Waukesha
Office Phone: 262-953-7233

Terry Frett, CEBS, CLTC, CLU, CPCU, REBC

Sr. Employee Benefits Consultant

Employee Benefits Employee Benefits| Financial and Professional Services Waukesha
Office Phone: 262.696.5010

Thomas Scheider

Commercial Insurance Consultant

Business Insurance Property Casualty Construction|Manufacturing|Financial and Professional Services Middleton
Office Phone: 888-629-4010
Cell Phone: 608-444-4821

TJ Schlundt

Commercial Insurance Consultant

Business Insurance Property Casualty Healthcare & Social Services|Manufacturing and Industrial Services|Hospitality & Dining|Retail|Small Business|Financial and Professional Services Waukesha
Office Phone: 262-953-7128

Todd Townsend

Business Development

Business Insurance Property Casualty Public and Private Education|Real Estate|Financial and Professional Services Waukesha
Office Phone: 262-953-7224
Cell Phone: 815-901-3871

Tom McInerny, CRIS

Commercial Insurance Consultant

Business Insurance Business Insurance Construction|Manufacturing and Industrial Services|Arts, Entertainment, & Recreation|Hospitality & Dining|Real Estate|Retail|Small Business|Financial and Professional Services Waukesha
Office Phone: 262-953-7255
Cell Phone: 262-443-2202

Tom Driscoll, CLTC

Life & Estate Planning

Employee Benefits|Financial Services Life & Estate Planning|Life Insurance Waukesha
Office Phone: 262-953-7246