Network Professionals

Alongside planning for life’s inevitabilities – death and taxes, I’m on a mission to make a real difference in the lives of families, especially those with children who have disabilities.

When I’m not busy crafting legal strategies at W.R. Stewart & Associates, you’ll likely find me at the ballpark, cheering on the Brewers or the White Sox, or cruising through the streets on my rollerblades, soaking in the beauty of Madison. I’m also a passionate cyclist, exploring the city’s bike paths whenever the weather permits.

Beyond that, I’m honored to play a role in making a positive impact in our community by serving on the board of directors for Morgan’s Caring Connection because it’s a cause close to my heart.

So whether you’re in need of estate planning assistance or simply want to chat about the latest baseball game, I’m here to help. Let’s navigate the legal landscape together while enjoying life’s simple pleasures along the way.

She focuses her practice in the areas of guardianships/elder law litigation matters, probate and trust administration and litigation matters, and family law matters. She brings twenty-five years of experience to her cases and is licensed in Wisconsin and Illinois. She guides families through the guardianship and protective placement process, both in contested and in uncontested matters. In her free time, she enjoys spending time with her husband, two teenagers, and two questionably behaved dogs, as well as delving into Madison’s rich local music scene.

Casey very much learned the challenges these families and students faced and developed great empathy for these circumstances. Casey has also been involved with the Arc of Dane County as a volunteer in the past. More recently, Casey has focused his volunteer efforts on endeavors that he finds more personally rewarding, and this organization fits that paradigm.

Professionally, Casey is a CERTIFIED FINANCIAL PLANNER™ & independent financial advisor with LPL Financial. He earned his Bachelor of Business Administration Degree in Finance, Investments, and Banking from the University of Wisconsin-Madison School of Business with distinction.

Over the years, he’s been an active member of his community with Hoofer Sailing Club, Lyme Disease Association, Membership Chair for Rotary After Hours of Madison, and a panelist for the Wisconsin Technology Council Governor’s Business Plan contest.

Casey enjoys sailing, windsurfing, hiking, fishing and hunting. When not working, Casey plays guitar and bass in several musical endeavors.  He currently resides in downtown Madison.

She provides comprehensive wealth management services to her clients including guidance on financial planning, budgeting, retirement, and how to navigate unforeseen life transitions. She specializes in helping families and individuals with disabilities and special needs and enjoys taking complex situations and breaking them down into solvable problems for her clients. Previously, she worked as an Associate Advisor at Wipfli Financial Advisors, where she assisted in the servicing of high net worth individuals and families.

In addition to her work in the industry, Stephanie is very active in her community, previously serving as a Big Brothers Big Sisters mentor. Originally from Caledonia, MN, Stephanie now resides in Madison, WI and enjoys camping, reading, and spending time with friends and family in her spare time.

“Growing up in a large family, I understood at an early age the value of saving and budgeting. Life can be unpredictable, and helping people through times of great turmoil and change and empowering them with information and guidance is why I do what I do.”

Sometimes our day-to-day lives can require all our energy, making it hard to see past the everyday tasks and look to the future. But, it doesn’t have to be this way.
Carrie has been the board President of YogAutismTM, Inc, a non-profit that focuses on working with autistic individuals to down regulate their nervous system, since 2018, is familiar with the state’s CLTS and IRIS systems, is knowledgeable in the various Social Security benefits, and has presented on the 529ABLE plan at various different conferences. She works comprehensively with clients by looking at the broad picture that includes evaluating taxes now and in the future, employer benefits, insurances, investments, and current estate plans. Their approach to planning will help you and your family:

• Determine the available amount for your Special Needs heir should you pass away
• Ensure enough assets are available for their care and longevity while making sure you will be adequately provided for
• Simulate the future impact of taxation on saved assets based on how an asset is owned, how it’s invested, and how it’s saved
• Balance state and federal aid eligibility with earned income and saved assets
• Simulate the flow of assets at your death and determining if changes need to be made to your estate plan

Visit their website at www.EquanimityWealth.com for free financial resources or to book an appointment.

Beyond numbers and charts, I enjoy creating art, fishing for muskie, biking, rollerblading, and an array of other outdoor activities. I hope to learn your wants, needs, desires – as well as your interests & hobbies – to help ensure your family is secure, with a gameplan to navigate any situation.

We help our customers with home, auto, business, life and disability insurance as well as financial planning services. Personally, I spent 7 years prior to my insurance career working with adults and children of differing abilities in group homes, foster care and school settings. I have a deep understanding of the challenges this community faces with a passion to help. I believe every person should be empowered to make all decisions they are capable of making. My team and I would love to partner with you to make sure your family is fully protected.

In addition to my business clientele, I also dedicate my services to personal clients, offering Life Insurance and Disability Insurance planning tailored to meet their unique needs. My long-standing collaboration with Highland Capital Brokerage in Brookfield, WI, has enabled me to ensure that my clients receive the best possible life and disability policies, taking into account their individual medical underwriting circumstances.

On a personal note, I am a proud parent of twin boys, Billy and Brian. Billy resides in Madison, while Brian, who has Autism and is Developmentally Disabled, actively engages with MTILP, Inc., where he benefits from the support of a job coach. My deep involvement with MTILP, Inc. spans 20 years, during which I have served as a Board Member. This role has provided me with invaluable insights into the daily challenges faced by families with special needs dependents, fueling my commitment to making a positive impact both professionally and personally.

My professional journey is driven by a passion for helping others, whether through my insurance brokerage services or my advocacy for special needs families. As a dedicated community member and industry professional, I strive to bring peace of mind and security to the lives of those I serve.

On the personal side of life, I live in Beaver Dam with my husband Tim and Goldendoodle, JJ Jones.  I have two children and three stepchildren who live in Wisconsin, Chicago, Denver, and Phoenix.  I I enjoy attending fitness classes at the YMCA, playing tennis and spending time at my second home in Magnolia, Texas when my schedule permits.

When I’m not helping people achieve their financial goals, you can find me watching hockey, playing any of the Legend of Zelda video games, or putting together Lego sets to add to my extensive collection.

If you’re looking for someone to help craft a financial plan or want to just simplify your finances, I am here to help. Please feel free to reach out with any questions you may have, and I would be more than pleased to help in any way that I can.

She is also a student pursuing a degree in organizational leadership and education with a focus on inclusivity in learning and business. Rebecca is passionate about educating others on the power and benefits of neurodiversity in the workplace, as well as acceptance of all disabilities, both visible and invisible.  In her free time, Rebecca enjoys gaming with her partner, watching sports (most of all hockey), attending live concerts, and spoiling her pets.

I began my real estate career after graduating from UW-Madison with a degree in Entomology from the College of Agriculture and Life Sciences, working alongside my mother, JoAnn, to help individuals and families find their dream homes across South Central Wisconsin.

I live on the East side of Madison with my husband and our two dogs. Outside of real estate, I’ve been passionate about ultimate frisbee since 2007 and proudly serve as the Official Realtor for the Madison Radicals. For over 12 years, I’ve also been actively involved with Habitat for Humanity of Dane County, advocating for affordable housing and building stronger communities.

Every day, whether I’m guiding clients, supporting community initiatives, or enjoying a frisbee game, I’m driven by purpose and the commitment to make a positive impact.

I am a firm believer in the ‘golden rule’ of treating others the way I would want to be treated. No matter the circumstances you may be facing that have brought you here, I look forward to creating a customized game plan to achieve the goals you have in mind and getting your questions answered based on experience, facts, and local market data. (Restaino)

Specialties: 1st time homebuyer, WHEDA, Veteran, USDA, FHA, Jumbo, Physician and Construction programs. We have something for everyone! I am very involved in the local Community through the Realtor’s Association of Southcentral Wisconsin, Home Buyer’s Round Table, Wisconsin Women Entrepreneurs, Lions and other local, community, housing and business focused organizations.

For more information about Wintrust Mortage visit us here.

My passion for helping people extends beyond surface-level cleanliness; it’s about creating a space where families can thrive. Through meticulous attention to detail and a genuine desire to make a difference, I forge deep connections with my clients, often seeing them as an extension of my own family.

In every home I enter, I see an opportunity to improve lives, whether it’s through a sparkling clean kitchen or a listening ear. My commitment to excellence and unwavering dedication to service ensure that each client receives not just a cleaning, but an experience that enriches their lives in ways both big and small.

As the General Manger of one of Madison’s longest standing remodeling companies, W.E. Davies & Sons Remodeling, Kyle and his brother Tyler also oversee their handyman divison. W.E. Davies & Sons Handyman Services, offers help and assistance to those in need of smaller repairs and fixes. Whether it be cleaning your gutters out before winter, unveiling patio furniture in the spring/summer months, or installing grab bars and handrails for safety, they truly want to help homeowners stay in their home hassle free.

Their shared upbringing and strong ties to the community have shaped the company’s values and mission. 

Experience “The Lange’s Way.” At Lange’s Painting, our mission is to simplify the lives of our clients by delivering superior quality painting services that combine performance with value. We strive to establish lasting relationships with our customers by exceeding their expectations and gaining their trust through exceptional communication and ethical standards. We are dedicated to offering meticulous attention to detail and quality control, ensuring that we enhance the look and feel of every project Lange’s Painting completes.

We are a full service painting contractor. Our list of services include: Painting, staining, trim painting, brick painting, patio sealing, clear coating, garage epoxy, drywall repair, wallpaper removal & installation, cabinet refinishing, and linear footage coatings in our prefinishing shop.

When we are not painting you can find us: Spending time with our family, friends and the golf course. 

‌Our students range in age from 4 to adults. We enjoy working with various ability levels. Many of our students benefit from training in an adaptive martial arts program. Instructors build and modify each student’s curriculum to accommodate student and parent goals. We can accommodate the special needs of any student.

We do this by training our team to listen to our clients’ unique needs to fit them with the best mobility solutions, by maintaining the largest inventory in the nation of wheelchair accessible vehicles, by certifying our service teams and by making the products and services we offer accessible to everyone through our 90+ locations and nationwide Buy Now program. Please reach out to David directly at 262-314-4844.