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Learn who’s growing, changing, moving and more! Stay on top of what’s new with your neighboring businesses. We share news releases and announcements from your peers in the Madison area. Want to toot your own horn? Use our Submit Member News form to share your own stories.

Photo by Richard Hurd

Reitzner Named Executive Vice President of Property & Casualty at M3 Insurance

Brad Reitzner has been promoted to executive vice president of property & casualty and a member of the executive operating committee at M3 Insurance, effective May 1, 2021. In this role, he will oversee M3’s property & casualty division, including long-term planning, new business development, talent recruitment and development, sales performance, carrier relations, and strategic partnerships.

Reitzner joined M3 as an account executive in October of 2013, and has successfully served in a variety of sales and leadership roles since that time, including M3’s director of manufacturing & distribution and P&C captives practice groups. He was named director of property & casualty in 2018, partner in 2019, and vice president of property & casualty in 2020.

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Capitol Bank Welcomes Troy Mitchell as Senior Vice President Commercial Lending

Madison, WI (April 29, 2021): Ken Thompson, President and CEO of Capitol Bank, is pleased to announce the hiring of Troy Mitchell as Senior Vice President Commercial Lending. Troy has 32 years of commercial banking experience, 22 of those within the local Madison market. He is an expert in all areas of business financing and commercial real estate financing. Troy holds a bachelor’s degree in finance from Iowa State University.

“Troy’s experience in commercial lending and knowledge of treasury management make him an excellent resource for our business clients,” said Thompson.

Troy’s recent community involvement has included a Junior Achievement Board Member and a Verona High School Hockey Booster. His hobbies include golfing, hunting, fishing and spending time with his wife and son.

About Capitol Bank: Capitol Bank, locally owned and operated since 1995, 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 Dane County area. 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 and an Equal Housing Lender.

Contact:
Natalie Gregerson
Director of Marketing/Officer
Capitol Bank
710 N. High Point Road
Madison, Wisconsin 53717
608.836.1616

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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) April 29, 2021 – EXIT Realty HGM is pleased to announce that Santiago Azcarate Henao, Cameron Mallory, Curran Kruger and Tarik Oujjilal 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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DeWitt LLP: Kathleen M. Newman Achieves Recertification in Family Law with the National Board of Trial Advocacy

FOR IMMEDIATE RELEASE
April 30, 2021

FOR MORE INFORMATION CONTACT:
Michelle M. Friedman
mmf@dewittllp.com / 262-754-2877

Kathleen M. Newman Achieves Recertification in Family Law with the National Board of Trial Advocacy

GREEN BAY | MADISON | MILWAUKEE | MINNEAPOLIS – DeWitt LLP announced today that the National Board of Trial Advocacy (NBTA) announced that Kathleen M. Neman has successfully achieved recertification as a Family Law advocate.  The NBTA was formed out of a strong conviction that both the law profession and its clients would benefit from an organization designed specifically to create an objective set of standards illustrating an attorney’s experience and expertise in the practice of trial law.

About Newman:

Newman has extensive experience in all aspects of marital dissolutions, including cases with high net worth, closely owned businesses, professional practices, and complex custody matters and is well-versed in mediation and alternative dispute resolution.  In 35 years of practice, she has helped clients develop clients develop sophisticated and strategic solutions to preserve assets and maintain the marital standard of living.  

Newman earned a J.D. from Mitchell Hamline School of Law and a B.A. from Hamline University.  Newman is Board-Certified as a Family Law Trial Attorney by the National Board of Trial Advocacy.   She is also a skilled mediator, approved for inclusion in the Minnesota ADR Statewide Neutrals Roster in all categories of Family Neutrals and is on the Minnesota Supreme Courts list of Appellate mediators.  She is a Fellow with the American Academy of Matrimonial Lawyers, Hennepin County Bar Association – Family Law Section, Minnesota State Bar Association – Family Law Section and the American Bar Association.

About NBTA:

Newman is part of a growing number of trial attorneys that have illustrated their commitment to bettering the legal profession by successfully completing a rigorous application process and providing the consumer of legal services with an objective measure by which to choose qualified and experienced legal counsel.

The elaborate screening of credentials that all NBTA board certified attorneys must successfully complete includes demonstration of substantial trial experience, submission of judicial and peer references to attest to their competency, attendance of continuing legal education courses and proof of good standing.

Board Certification is the highest, most stringent, and most reliable honor an attorney can achieve.  Board certifications are the only distinctions awarded by non-profit organizations.  The NBTA as well as all board certifying organizations are committed to safeguarding the public’s ability to choose a good attorney.

Approximately three percent of American lawyers are board certified, and Newman is a member of a very select group who has taken the time to prove competence in their specialty area and earn board certification.

About DeWitt:

DeWitt LLP was founded in 1903 and is one of the 10 largest law firms based in Wisconsin, with an additional presence in Minnesota. It has more than 130 attorneys practicing in Green Bay, Madison and Metropolitan Milwaukee, Wisconsin, and Minneapolis, Minnesota, and has the experience to service clients of all scopes and sizes. The firm is known for its work in a variety of legal areas including intellectual property, patents, trademarks and copyright law, construction litigation, corporate law, employment, environmental, employee benefits, estate planning, family business, family law, government relations, health care, litigation, real estate, and tax law.  More information is available at dewittllp.com.

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Savant Wealth Management: Rob Morrison to Provide Insight about Client Experience and Business

Joins finance industry panel of experts on May 6

MADISON, Wis. (April 30, 2021)Chief Strategy and Innovation Officer Rob Morrison with Savant Wealth Management will be a panelist for RIA Insights Panels: Live Webinar Series discussing how client experience can be a true differentiator in business. The virtual panel discussion is set for 4:00 p.m. EST on May 6.

Savant, a nationally recognized, fee-only wealth management firm that provides comprehensive financial advice to individuals, families, and businesses across the nation, serves as a trusted advisor and fiduciary, working in defense of its clients’ best interests by walking alongside them on the path to reach their financial goals.

On May 6, Morrison will participate in the live panel discussion, “Can Client Experience Be a True Differentiator?” The virtual event will bring together industry leaders to discuss client experience, how to overcome challenges of delivering great experience at scale, how changing client needs are shaping the future of client experience, and what it means for business.

“I’m honored to participate alongside some of the industry’s most forward-thinking leaders,” said Morrison. “Growing a business centered around an exemplary client experience is a passion of mine. I look forward to contributing to this timely discussion about how the client experience will further shape the RIA industry.”

Savant manages $10 billion in assets, employs more than 200 team members and serves 6,500 clients. For more information about Savant Wealth Management, visit savantwealth.com.

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 $10 billion in assets under management. Savant Wealth Management offers investment management, financial planning, retirement planning, 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.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Please see Important Disclosures at savantwealth.com.