Advisors

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

shawng@minnwestbankgroup.com

www.minnwestbank.com

“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

www.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

mike@fidelismn.com

www.fidelismn.com

“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.”

CFO Services

Mike Holmdahl

Caldera Business Services, Inc.

4555 Erin Drive, Suite 230

Eagan MN 55122

651-905-3804

651-905-4917

mholmdahl@loraxbiz.com

www.calderabiz.com

“Accounting and finance WONKS that help you clean up the past, clarify the present and focus on the future.” Jeff’s Take: “Mike is your financial wingman who has you covered.”

Communication Technology

Joseph Nemastil

The NT Group, LLC

2920 Everest Lane

Plymouth MN 55447

612-279-2160

612-279-2161

joen@thentgroup.com

www.thentgroup.com

“The NT Group affordably explains, organizes, and enhances your use of IT to accomplish business goals. We broker hardware, software and services in the areas of web, telecom/network, and server/PC.”
Jeff’s Take: “Joe is the go-to communications technology guy who actually helps leverage these resources.”

Computer Hardware Support

Micheal Nicollet

ShareTech

7800 Metro Pkwy

Bloomington MN 55425

651-389-4340

Helpdesk@sharetech.org

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

www.accessafs.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

lisalanz@extremebodyshaping.com

www.fxbhudson.com

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

sschad@optimaadvisoryllc.com

www.optimaadvisoryllc.com

“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

VaVan 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.”

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.”

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.”

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.”

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.”

Web and Marketing

Dave Meyers

Bizzyweb

11190 Commerce Drive N

Champlin MN 55316

612-424-990

Dave.meyer@bizzyweb.com

www.bizzyweb,com

“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

715-255-0770

mel@sqeegeesquad.com

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.”

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

autumn@nelsonlindquist.com

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

amidden@taftlaw.com

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.”