Trusted Advisors
Our trusted advisors of varying industries that value clear thinking, sound judgment, and strong relationships.
Accounting
Shaun Simma
Creative Planning, LLC
3800 American Blvd W. Suite 1000
Bloomington MN 554313
612-337-8177
Shaun.simma@creativeplanning.com
www.creativeplanning.com
“Providing financial peace of mind across the globe and in your local area.”
Jeff’s Take : “Shaun is one of the few accountants who is also a solid business advisor.”
Dennis Miller
DW Miller, CPA, S.C.
405 S Dakota Ave. #1618
New Richmond WI 54017
715-246-7947
Dennis@dwmillercpa.com
www.dwmillercpa.com
“Professional, experienced and affordable.”
Jeff’s Take: “Dennis is a rock solid accounting advisor bringing practice advice to every situation.”
Banking
Shaun Tyler
Citizens State Bank
375 Stageline Rd.
Hudson WI 54016
715-386-9050
styler@csbnet.net
www.csbnet.net
“Proactive business banking solutions with a community banking feel.”
Jeff’s Take: “Shaun is a banker who understands the needs of the business owner.”
Shaun Gardner
Minnwest Bank
14820 Hwy 7
Minnetonka MN 55345
952-230-9804
“Commercial, agricultural and personal banking that gets things done.”
Jeff’s Take: “Shawn is a banker who can share a quick no if appropriate but will hard to meet your needs quickly.”
Bookkeeping & Payroll Services
Pete Carlson
Rock Solid Financials
612-327-9823
pete@rocksolidfinancials.com
“Your trusted Accounting Team.”
Jeff’s Take: “Pete and Rock Solid Financials are our to bookkeeping team; I rely on them for all of our bookkeeping and payroll needs.”
Business Brokers
Mike Conroy
Fedelis Advisors
1041 Grand Avenue #339
St. Paul MN 55105
651-325-5395
“We sell companies to companies. We get deals done.”
Jeff’s Take: “Mike, is my first call. He brings all of his great diverse skills, knowledge and experience to get deals done in an honest straight forward manner. He will not tell what you want to hear just to sign a customer.”
Computer Hardware Support
Micheal Nicollet
ShareTech
7800 Metro Pkwy
Bloomington MN 55425
651-389-434057
www. sharetech.org
“Support. Secure. Sustain. IT’s what we do.”
Jeff’s Take: “ShareTech is our go-to IT team for all our computer needs. They have kept us running smoothly for years.”
Executive Coaching
Jim Earley
Trailblazer Coaching
763-521-9981
jim@trailblazercoaching.com
www.trailblazercoaching.com
“When the road you are on won’t take you to where you want to be.”
Jeff’s Take: “Coach was a Master Coach before they had Master Coaches. He is amazing at helping guide a 1% change that has a 25% to 50% impact. With a simple question or comment, he has literally saved my life several times”
Financial Services
Brett Anderson
St. Croix Advisors, LLC
724 Bielenberg Drive #4
Woodbury MN 55125
651-337-1919
brett@stcroixadvisors.com
www.stcroixadvisors.com
” Financial Simplicity For Life’s Possibilities isn’t just a slogan; it’s something we strive to help each and every one of our clients achieve..”
Jeff’s Take: “Brett helps business owners achieve financial security.”
Steve Kairies
Access Financial Services, Inc.
1650 W. 82nd Street, Ste 850
Minneapolis MN 55431
952-885-2734
952-885-0995
steve@accessfinsvcs.com
“Caring-For Your Interests.”

Jeff’s Take: “Steve and his team are my trusted financial advisors.”
Health & Vitality
Lisa Lanz
Farrell’s eXtreme Bodyshaping
1301 Gateway Circle Suite 400
Hudson WI 54016
715-808-0747
Darian Blattner
New Richmond Area Centre, LTD
428 So. Starr Ave.
New Richmond WI 54017-2063
715-246-2252
715-246-6683
dblattner@nracentre.com
www.nracentre.com
“The Centre provides opportunities for people of all ages to focus on their health and wellness. Whether that is on land or in the water, whether you are young or old, at the Centre No One Leaves The Same.”
Jeff’s Take: “The Centre is an amazing community where you can find Health, Fitness, and Fun for all Ages”
Human Resources
Steve Schad

Optima Advisory, LLC
130 Cedar Street
St. Paul MN 55401
651-587-0588
“Providing small and mid-sized businesses the same high quality human capital strategies and programs that the big companies do – at an affordable rate and exactly when they need it.”
Jeff’s Take: “Steve and his team provide just what business owners need when the need it in a actionable way.”
Dennis Van Norman
Van Norman & Associates
2040 Bradley St.
St. Paul MN 55117
651-633-3502
dennis@vannorman-hr.com
www.vannormanhr.com
“A full range of human resources consultation services including: Talent Search Services, Compensation Management, Policy Development, and Training & Development.”
Jeff’s Take: “Dennis brings a practical dimension to human resources.”
Landscaping
Chris Matson
Environmental Landscape Management, Inc.
575 Schommer Drive, Ste D
Hudson WI 54016
715-386-7100
Chris@elmonline.com
www.elmonline.com
“Creative Landscaping Since 1975.”
Jeff’s Take: “Chris and ELM are the only landscape company I would consider.”
Sales
Scott Plum
Minnesota Sales Institute
P.O. Box 22136
Eagan MN 55122-0136
“What Salespeople need to know about selling.”
Jeff’s Take: “Scott is really good at helping companies drive sales.”
Mike Carroll
Intelligent Conversations
1812 North Marshall Street
Milwaukee, WI 53202
414-793-3343
mike@intelligentconversations.com
www.intelligentconversations.com
“Intelligent Conversations, where sales results begin”
Jeff’s Take: “ Mike is the master, helping owners building sales systems that work for your business. He helps business owners get the sales force they deserve.”
Marketing
Greg Pomerantz
Pomerantz and Associates
612-998-7351
Greg@pomerantz-assoc.com
www.pomerantz-assoc.com
“Strategic marketers driving profitable sales.”
Jeff’s Take:
“Greg is the one marketing guy who understands marketing only works if it drives sales.”
Transition planning
Cliff Allen

Allen Business Enterprises, LLC
8362 Tamarack Village, Suite 119
Woodbury MN 55125-3392
651-226-2853
651-578-7567
callen@allenbusinessenterprises.com
www.allenbusinessenterprises.com
“I enjoy finding the leverage points in a business and making improvements that improve value.”
Jeff’s Take: “Cliff is the best guy I know at peeling back the layers of the onion.”
Strategic Thinking and Execution Planning
Jeff Redmon
Breakthrough Impact Group
602 Third Street Suite 1
Hudson WI 54016
715-386-0100
jredmon@redmonlaw.com
www.MinnBig.com
“Jeff helps business owners create lives they love.”
Jeff’s Take: “This is truly my WHY. I love seeing business owners thrive professionally and personally.”
Employment Law
Richard Lau
Redmon Law Chartered
602 Third Street Suite 1
Hudson WI 54016
715-386-0100
rlau@redmonlaw.com
www.redmonlaw.com
“Rich is masterful at solving employment related matters in a straight forward compliant way.”
Jeff’s Take: “Rich is certainly my go to guy on employment matters.”
Legal Litigation
Autumn Lindquist
Andrew Nelson
Nelson & Lindquist, S.C.
600 3nd Street, Ste 203
Hudson WI 54016-1543
715-381-8270
drew@nelsonlindquist.com
www.nelsonlindquist.com
“A realistic approach. Honest opinions. A new way to practice.”
Jeff’s Take:
“Autumn and Drew are one of our go to litigators on the Wisconsin side”
Michael Streater

Taft Law Firm
2200 IDS Center
80 South Eighth Street
Minneapolis MN 55402
612-977-8499
612-977-8650
mstreater@taft.com
www.taft.com
“If you find yourself in a complex commercial dispute, you want someone to represent you that has actually tried cases, which I have done regularly for over 30 years."
Jeff’s Take: “Mike is a tenacious litigator when you need a street fighter on your side.”
Patents, Copyrights, & Trademarks
Joel Skinner
Skinner and Associates
212 Commercial St.
Hudson WI 54016
715-386-5800
715-386-6177
jskinner@skinnerlaw.com
www.skinnerlaw.com
Jeff’s Take: “Joel is a very skilled patent practitioner who speaks in a language you can understand”
Trust, Estate, & Probate
Alison Midden
Taft Law.
2200 IDS Center
80 South Eighth Street
Minneapolis MN 55402
612-977-8400
www.taftlawcom
“Taft has a dedicated team to provide superior, practical counsel with trust and estate matters.”
Jeff’s Take: “Alison is our go-to person for all estate planning, trust, and probate needs.”
Commercial Real Estate
Kevin LaCasse
Greystone Commercial
651-430-2024
klacasse@greystone-commercial.com
www.greystone-commercial.com
“Providing commercial brokerage, investment, development and consulting services for our valued clients, with creative and thoughtful approaches and solutions are our specialty.”
Jeff’s Take: “Kevin is the most creative commercial real estate guy I know.”
Residential Real Estate
Jim Henry
RE/MAX Results
Hudson WI 54016
715-760-0115 or 800-221-7653
jimhenry@jimhenry.com
www.jimhenry.com
“A trusted and experienced real estate professional who’ll roll up his sleeves and go to work for you, with well over 1,000 satisfied clients since 1988.”
Jeff’s Take:
“Jim is my go-to guy for residential real estate.”
Web and Marketing
Dave Meyers
Bizzyweb
11190 Commerce Drive N
Champlin MN 55316
612-424-990
“Attract+Engage+Convert We build growth engines”
Jeff’s Take: “Dave has built Bizzy web in his personal image to put people first, whether it’s his family, customer, your customer or his team. They are expert at building automated sales processes that work.”
Window Cleaning
Mel Zehm
Squeegee Squad
715-255-0770612-424-990
https://squeegeesquad.com/locations/hudson-western-wi/
“We treat every job as if we are fighting for the next.”
Jeff’s Take:
“Mel and his Squeegee Squad are just the best. They strive for 100% satisfaction and go above and beyond to make sure the job is done right.”