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Business Advisor Directory

Citizens Bank
Epiphany Law, LLC
The H.S. Group, Inc.
Kosloske & Associates CPAs
Priora® Cash Flow Management, LLC
RanderCom, Inc.
Tech Guides, Inc.
Willems Marketing, Inc.
Zuleger Advisors, Inc.
United Translators

CITIZENS BANK | Tim Hoff

Main Role in the BRC
Comprehensive banking and financing solutions for businesses.

Core Competencies
Flexible, Convenient Business Banking Options
- Checking Accounts
- Savings Accounts
- Online and Phone Banking
Financing and Credit Solutions
- Loans and Lines of Credit
- Specialty Financing
- Treasury Management
- Merchant Services
Public Funds Solutions
Wealth Management
- Employee Benefit Plans
- Investment Management
- Trust Services
Investment Services
- Mutual Funds
- Annuities
- Brokerage Services


Who We Are
With hundreds of office and ATM locations across Wisconsin and the Midwest, Citizens Bank is a diversified financial services company offering commercial, consumer, mortgage banking, trust and financial planning services. A leader in the banking industry, we specialize in custom solutions for small businesses and offer flexible options including our 24/7 Business Express Internet Banking and Bank by Phone services.

Our Philosophy
As testament of our reputation for providing outstanding, personalized service, Citizens Bank continues to rank among the highest in scores for client service satisfaction related to business and personal accounts. We work hard to meet all your commercial banking needs and are able to do so with our level of expertise, competitive pricing and strong relationships. Our team understands the demands of running a business and offers quick response times and thorough answers to all your banking questions.

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EPIPHANY LAW, LLC | Kevin Eismann, JD, MBA

Main Role in the BRC
Business law expertise.

Core Competencies
Getting Your Business Started Right
- Business Entity Formation
- Buy-Sell Agreements
- Leasing Your Business Location
- Purchasing a Business
Successfully Managing Employees
- Executive Compensation
- Independent Contractors
- Non-Compete Agreements
- Confidential Disclosure Agreements
- Employee Manuals
- Liability Assessments
Running Your Business
- Franchising
- Trademark Registration
- Contract Terms and Conditions
- Business Collections
- Business Litigation
Transferring Your Business
- Succession Planning
- Selling Your Business
Wills, Trusts and Estate Planning
- Estate Planning
- Revocable Living Trusts
- Probate

Who We Are
As a Business Law Boutique, Epiphany Law, LLC helps clients handle all the details in starting, running, buying and selling their companies. The team of 12 attorneys and legal staff assists clients in franchising, succession planning, human resources, trademarks, contracts and business litigation. Epiphany Law, LLC also handles real estate, leasing and construction law.

Our Philosophy
Best described as focused, efficient and insightful, Epiphany Law, LLC takes great pride in helping its clients succeed. With a main focus on business law, Epiphany Law, LLC will help your company meets all its legal challenges and offer customized, cost-efficient solutions. Epiphany Law, LLC has the expertise necessary to help your business plan for the future and deliver peace of mind.

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THE H.S. GROUP, INC. | Pam De Leest

Main Role in the BRC
Comprehensive HR consulting services and talent management.

Core Competencies
Human Resource Consulting
- HR Partnering
-- HR Audits
-- Employee handbook review and development
-- Guaranteed one-hour response to client calls
-- Advice and recommendations on a wide range of HR-related issues

- Psychological and Personality Assessments
-- Executive, Management and Administrative Assessments
-- On-site Assessment Center
-- 360 Degree Leadership Assessments
-- Pre-hire and Employee Development Assessments

- Employee Surveys
- Compensation and Benefit Surveys
- Performance Management Development
Talent Management
- Associate and Management Training programs
- Leadership and Management Coaching
- Strategic Planning
- Succession Planning
- Career Entrepreneur®
Career Transition Counseling / Outplacement
- Executive
- Full-Service
- Limited Term
- Group Workshops
- Partner Relocation
Executive and Management Recruiting and Search
- Retained
- Engaged
- Contingent


Who We Are
With offices in Green Bay, the Fox Cities and partners world-wide, we are the only full-service, locally owned human resource consulting firm in Northeast Wisconsin. Since 1967, we have been one of the leading executive and management recruiting search firms, as well as the first organization to bring career transition/outplacement services north of Milwaukee over 25 years ago. Additionally, we provide human resource consulting services, assessments and tests for pre-hire through employee development, employee and organizational surveys, compensation analysis and performance management programs, leadership and management coaching and talent management training and development.

Our Philosophy
Small, medium and Fortune 500 companies alike have turned to The H.S. Group, Inc. for their human resource needs. Our knowledgeable, results-oriented approach makes us an industry leader in providing superior service with a personal touch. As a locally owned firm, our clients can be assured that we will customize our confidential services and products to fully meet their needs. We do not believe in offering off-the-shelf products - we listen to the needs of our clients to develop and deliver services that allow them to meet their specific goals and objectives.

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KOSLOSKE & ASSOCIATES CPAs | Mary Kosloske, CPA

Main Role in the BRC
Business accounting and tax planning/preparation services.

Core Competencies
Accounting Services
- Preparation of Financial Statements
- Maintenance of Accounting Records
- Implementation and Support of Computerized Accounting Systems
Tax Planning and Return Preparation Services
Payroll Services
Business Valuation Services
Pension Administration
Information Technology

Who We Are
Kosloske & Associates CPAs is a team of certified CPAs who provide accurate and timely accounting services to area business owners. Available on a temporary or ongoing basis, our services include everything from tax planning and return preparation to payroll coordination and business valuation. We also provide management advisory services in key areas related to pension administration, investments and more.

Our Philosophy
Because of our firm’s small size, all of our clients benefit from an incomparable level of personalized, quality accounting services. We truly care about each client’s needs and are able to effectively manage your financial affairs with our extensive knowledge, organization and constant vigilance. By choosing Kosloske & Associates CPAs, your business will have access to a complete range of financial services and a wealth of helpful resources.

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PRIORA® CASH FLOW MANAGEMENT, LLC | Tony Busch

Main Role in the BRC
Cash flow management education and advisory services for business owners and assistance with managing the business banking relationship.

Core Competencies
Cash Flow Management Strategies
- Budget and manage business cash flow
- Break-Even Analysis
- Effective business loan structures to finance business needs
Innovative Financial Software Solutions
- Priora® Cash Flow Manager - cash flow budgeting and management system for businesses
- Priora® Family - budgeting and money management system for families

Who We Are
With over 30 years of business banking experience, Priora® Cash Flow Management. LLC owner Tony Busch provides business owners with financial education and advisory services. The company currently offers several software products to help business owners improve performance. Priora® Cash Flow Manager has become a leading system for budgeting and managing cash flow and break-even analyses. Priora® Cash Flow Management, LLC also provides on-site assistance to lending institutions to manage loan risk and is developing new financial statement analysis software to achieve improved loan portfolio risk levels.

Our Philosophy
The mission of Priora® Cash Flow Management, LLC is “to educate and advise motivated business owners in using meaningful, creative strategies to improve their business.” Our cash flow management expertise has helped many clients around the country develop better relationships with their lenders, make smarter financial decisions and achieve greater business success.

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RANDERCOM, INC. | Bob Randerson

Main Role in the BRC
Full-service telecommunications resource and provider - installation and support.

Core Competencies
Comprehensive Telecommunications Services
- Telephone
- Cable
- Video Surveillance
- Security
Installation of Systems Using the Latest Technology in Business Telephone Systems
Voice and Data Cable Installation
Installation of Digital Video Surveillance Systems
Security Systems by GE Security

Who We Are
Founded in 1994, RanderCom, Inc. provides full telecommunications services for voice, video and data systems. We’ve worked with companies of all sizes throughout the U.S., with our main service area extending from central to northern Wisconsin. RanderCom, Inc. has a specially trained staff of technicians to assist with product installations, maintenance and ongoing support, and we offer 24/7 on-call service to respond to all of your company’s needs.

Our Philosophy
In providing the best telecommunications service possible, we put great emphasis on building relationships with our clients and providing thorough training and quality control. Our service technicians give in-depth explanations of system installation and usage and offer prompt, friendly follow-up service and support.

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TECH GUIDES, INC. | Dave Anderson

Main Role in the BRC
Complete Information Technology Solutions and Consulting Services.

Core Competencies
Listening
- Listen to IT Pain Points
- Listen to Technology Goals
- Listen to Priorities
Analyzing
- Determine Best Solutions
- Plan
- Review Together

Doing
- PC Installation, Maintenance and Monitoring
- Network Installation, Maintenance and Monitoring
- Server Installation, Maintenance and Monitoring
- Software Installation & Maintenance
- Programming
- Documentation
- Training
Reviewing
- Explain Results
- Answer Questions

Who We Are
Tech Guides, Inc. works with your business to identify your technology needs and implement the most appropriate solutions. Strong relationships with leading hardware and software suppliers help Tech Guides, Inc. to ensure you are investing your technology dollars wisely. From fixing what is broke to analyzing, programming, training, and planning, Tech Guides, Inc. takes the guesswork out of technology decisions.

Our Philosophy
We help you use technology to make your company better. We do this by listening to your goals, learning about your business and determining the technology tools you need for the job. Then, we do what we said we would. For over 10 years we have grown our business by doing the best we can to guide companies like yours.

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WILLEMS MARKETING, INC. | Dave Willems

Main Role in the BRC
Marketing and communications expertise, solutions and strategies for businesses and non-profits.

Core Competencies
Integrated Marketing Solutions for Print and Online
Strategic and Creative Planning and Execution
Complete Graphic Design Services
Brand-Building and Corporate Identity
- Brand Perception
- Company and Product Naming
- Positioning in the Marketplace
- Creative Logo Design
- The Customer Experience
Public and Media Relations
- Corporate Recognition Programs
- Special Events for Product Launches
- Groundbreakings and Grand Openings
- Story Generation and Publicity
Advertising and Promotions
- Promotional Planning
- Writing and Design
- Media Placement
Web/Online Marketing
- Site Planning and Assessment
- Content Creation and Design
- Keyword Analysis, Competitor Research and Search Engine Optimization

Who We Are
Known as the “UnAgency,” Willems Marketing, Inc. takes a customer-focused approach with appropriate marketing services, affordable options and a team of down-to-earth professionals. Willems works with companies of all sizes in strategic and creative planning and provides expert services in brand-building, integrated marketing, public and media relations and more. Serving a variety of industries since 1999, Willems is also a major supporter of community causes and has played an integral role in shaping some of the Fox Cities’ most influential programs and initiatives.

Our Philosophy
With our unique, “UnAgency” style, Willems Marketing, Inc. sees every client as a lasting relationship and is truly committed to helping companies achieve their individual goals. Our team works as an extension of your staff and is focused on providing marketing solutions that are of the highest value and quality and deliver the best results.

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ZULEGER ADVISORS, INC. | John Zuleger, RHU, FICF, LUTCF

Main Role in the BRC
Employee benefit plan consultation, assessment, plan design, implementation, education and administration.

Core Competencies
Comprehensive Employee Benefit Assessments
Identifying the Best Employee Benefit Options for Businesses
- Medical Insurance
- Dental/Insurance
- Vision Insurance
- Life Insurance
- Short and Long-term Disability Insurance
- Group Long-term Care Plans
- Individual Medical Plans
- Medicare Advantage & Senior Benefits
- Health Reimbursement Accounts (HRA’s)
- Health Savings Accounts (HSA’s)
- Section 125 - Cafeteria Plans - (POP) Premium Only Plans - (FSA.s) Flexible Spending Accounts, and Dependent Day Care Accounts.
- COBRA
Online Benefits Management through Group Benefits Manager Portal
Written Health Plan Improvement Strategy development for businesses

Who We Are
Zuleger Advisors, Inc. is one of the leading independent employee benefits companies in the Fox Cities. Since 1990, our team has helped hundreds of businesses eliminate the stress of searching for affordable health plan options and reliable providers. Formerly Wisconsin Benefit Consultants, Inc, Zuleger Advisors, Inc. has become an industry innovator and leader in employee benefits through the design, implementation and maintenance of successful benefit programs for small- and medium-sized businesses. Put simply, our mission is to help business owners find the employee benefit products that provide the greatest value at the most reasonable cost.

Our Philosophy
We believe that employee benefits should reflect the philosophy and objectives of each organization. Our success involves helping your company identify the best plan option for your organization. Our “Written Health Plan Improvement Strategy” is effective in helping your company determine and realize the advantage of benefits solutions for better business.

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UNITED TRANSLATORS | Adalia Jansen

Promoting cross-cultural opportunities:
The BRC also works with Adalia Jansen, owner of United Translators, to assist with cross-cultural business matters.

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