Meet Our Trusted CALYX Affiliates

ESOP Advisory

Matthew Nels

Managing Dir., Investment Banking
Menke & Associates

Menke & Associates is the nation’s oldest and most experienced ESOP firm specializing in Employee Stock Ownership Plan design, installation and administration.

ROBS Providers

David Woggon

President & Senior Funding Advisor
Phoenix Funding Source

We help people fund their business using retirement assets

Operations Mgmt

Sarah Koenig

Fractional COO
Optimize Advisory

With a focus on building, fixing, and scaling systems for growth, Optimize Advisory is your trusted partner, bringing your vision to life through customized strategy, sales, and talent solutions.

Wealth Management and Succession Planning

Erik Swenson

President, Principal
Retirement Plan Solutions

We help business owners build personal wealth and develop succession strategies utilizing tax laws and corporate retirement plans to help maximize outcomes.

Estate Attorney

Tom Schober

Estate Attorney
Schober Schober & Mitchell, S.C.

Schober & Mitchell, S.C. prides itself in providing quality legal service to its clients throughout Waukesha County, Southeastern Wisconsin, and beyond.

Tax Advice

Lauren Speidel

Business Development Officer
Exeter 1031 Exchange Services

At Exeter 1031 Exchange Services we are very hands on, walking a client and their advisors through the process and addressing any questions related to their Exchange

Tax Deferral

Adam Ausloos

Managing Principle – Fiduciary
Tax Deferral Services

Tax Deferral Trustee Services, LLC is one the leading US providers of tax deferral solutions for the sale of appreciated assets like real estate and other asset types.

CPA

Jason Vanden Bosch

Senior Managing Director
CBIZ

Tax compliance, consulting, and planning services for your growing business

Tax Advice

Darrell Rau

Business Development
Concorde Financial Group

We work with clients to assure they’re investing in replacement real estate that best suits their needs.

Real Estate Appraiser

Garrett Warner

Managing Director
Wisconsin Appraisal Services, Inc.

Wisconsin Appraisal Services specializes in the analysis and valuation of commercial properties throughout Wisconsin.

Real Estate Appraiser

Felix Castro

Managing Member & Principal Appraiser
ValCore Appraisal

ValCore Appraisal is a commercial real estate appraisal and consulting firm based out of Milwaukee, WI and serving Southern Wisconsin.

Titles & Closings

Susan Muller

Account Representative
Land Title Services

Wisconsin’s Experienced Leader in Land Title & Closing Services

Title Insurance

Thomas Cullen

Vice President & Managing Attorney
<strongAttorneys’ Title Guaranty Fund, Inc. (ATG)

ATG provides title insurance and settlement closings Southeastern Wisconsin.

Website Design

Matt Gerber

Owner & Website Designer
Matt Gerber Designs

Matt Gerber delivers nimble, cost-competitive website design, graphic design and email marketing services for all variety of industries—and has been doing so since 2010.

Digital Marketing

Dan Schimp

Business Development Manager
Digital Media Lab

Digital Media Lab specializes in content management (Social Media, Blogs, E-Newsletters, Video) as well as wide variety of precision digital target marketing for B2C and B2B clients.

PPC, SEO & Beyond

Mike Michelson

Owner
Legit Click Media

As the owner and founder of Legit Click Media, my goal is to be your PPC, SEO and digital marketing partner—focused on your business through all its many stages of growth.

Data Analyst

Lynn Corazzi

Chief Business Analyst
Data2Profit Consulting, LLC

We provide data analytics services that increase productivity and profit by leveraging an under-utilized asset. Through analytics we ground strategy in actual results and opportunities, then build performance management and operational reporting systems to create a data-driven culture.

Payroll and POS

Spencer Shimon

Payment Processing & Payroll Solutions Specialist
Heartland Payment Systems

Heartland helps businesses with Merchant Processing, Payroll, & Analytics.