2020 Women's Financial Wellness Center Resource Directory MILWAUKEE

SUPPORT. EMPOWERMENT.
INDEPENDENCE.

Together we can better the lives of many.

2020 Milwaukee, WI

Women’s Financial Wellness Center

Divorce Resource Guide

Resources

Podcast Blog

The podcast is on iTunes, Spotify, Articles related to the different
Radio.com app and more. Publish days aspects of divorce and the latest
are always on Fridays. events and happenings at the
Women’s Financial Wellness
Website link: Center - all on our blog!
bit.ly/DivorceConversationsPodcast
iTunes link: Blog link:
bit.ly/DivorceConversationsPodcast-iTunes bit.ly/wfwc-blog
Spotify link:
bit.ly/DivorceConversationsPodcast-Spotify Weekly Affirmations

Newsletter

Our newsletters will help you to... Receive weekly tips & quotes
to keep you grounded and
✓ Be the first to know everything that’s new moving forward!
✓ Be inspired
✓ Stay connected Sign up here:
bit.ly/wfwc-weekly-affirmations
Sign up here:
bit.ly/wfwc-newsletter-sign-up

Courses Courageous Contemplation 3 Pitfalls eBook
Divorce can be full of twists and
2 Have you been thinking about divorce but turns – and pitfalls. What are those
aren’t ready to file? If you need more time, more things that you should avoid?
knowledge and more support, this course is for you.
This eBook addresses the top
As you face unchartered territory, the biggest three pitfalls that I see with the
challenges you may face are not knowing... where women I work with. The good
to start... who to trust... what to ask. If this resonates news is once you know what
with you, you are in the right place! they are, the more you can be
intentional about avoiding them.
This course is a blend of educational modules, This eBook not only addresses the
journaling/reflecting and 1:1 coaching support. pitfalls but also gives practical tips
You are definitely not alone! for addressing the pitfalls.

Find it here:

10 Simple Steps to Creating Your bit.ly/wfwc-3-pitfalls-ebook
Beautiful Budget

The online Beautiful Budget course encompasses

4 Truth Bombs About Divorcetraditional strategies like budgeting,

understanding your money mindset, and assessing Are you considering divorce,
current debts and savings goals that can take you but are unsure how to navigate
from beginner to a budgeting-pro. through the uncharted territory

of what’s ahead? Are you in the

midst of divorce, but find yourself

Find out more about courses here: overwhelmed and frustrated? If

bit.ly/wfwc-courses so, you are not alone!

This webinar is will share with

Purchase courses here: you the four truth bombs
bit.ly/wfwc-courses-purchase about divorce.

Find it here:

bit.ly/wfwc-4truthbombs-webinar

Welcome!

Every year I take time to reflect – and select a word
for the new year. For me it isn’t just a word, it is a theme
with great meaning.

My word for 2020 is STAND.

There are three uses of this word that helps to convey my thoughts.

1 STAND for… I want to continue to stand for justice, respect and
transparency during the divorce process. I want to stand in the gap
for women who are going through divorce by providing support,
solutions and strategies.

2 STAND up… This represents my desire to do more speaking this
year. I want to use my public speaking platform to empower
women to either walk bravely through their own divorce journey OR
support a dear friend, colleague or family member going through
divorce. #simplesupport

3 STAND out… I have never liked to follow the status quo, and I want
to continue to be a thought-leader that actively empowers women
to design their best lives.

Throughout 2020, we will be rolling out a new retreat format,
highlighting our valued strategic partners and striving to gain the
visibility we need to be the most sought-after resource for women
going through divorce. My vision is big – but my heart is even
bigger. I long to continue to provide a safe, non-judgmental space
for women who are hurting.

So, as we kick off the new year, let’s STAND together to help
empower women going through divorce!

3

BOOK

LAW GROUP, S.C.

Handling exclusively
Family Matters
because families matter

HANDLING EXCLUSIVELY
FAMILY MATTERS

BECAUSE FAMILIES MATTER.

Divorce Paternity
Custody Child Placement
Child Support Property Division
Maintenance/Alimony Financial Analysis
Guardian ad Litem

Our firm prides itself on exceptional personal client service. We truly care about our
clients and are honored to represent their interests. Expect immediate and exceptional
service from both Attorney Book and Office Manager Jessica Heesch.

Extensive family law experience in Milwaukee and Waukesha Counties. Highly
respected by Judges, Court Commissioner and Attorneys alike. Routinely appointed
by judges to represent the best interest of children in custody matters. We are pleased
that our client base is referral driven by former clients, attorneys and judges.

16655 West Bluemound Road, Suite 160 | Brookfield | 53005
Office: 414-930-1177 | Fax: 414-930-1170
book-law.com

Table of Contents Mission

Women’s Financial Wellness Center RESOURCES . . . . . . . . . . . . . 2 Our mission is to help reduce
Welcome from Rhonda . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 financial vulnerability and improve
2020 Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
CALENDARS financial confidence for women
January - February . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 going through divorce. We
March - April . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
May - June . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 empower women to make good
July - August . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 decisions and foster peace of
September - October . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
November - December . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 mind through retreats, education
Trusted Connection Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-29 and 1-1 coaching.
Divorce Conversations Podcast Quick Reference Guide . . . . . . 31
Vision
Client Testimonials
By 2025 The Women’s Financial
Upon reading your blog, looking at your website and listening Wellness Center will transform
to a few podcasts, I felt your sincerity in helping women feel the divorce process for women.
empowered financially while going thru tough times. Once we We will be known as the thought
talked on the phone, I was convinced you would be a perfect to
work with. Supportive, organized, likeable, and real! leader and go-to resource
reaching one million women.
After meeting Rhonda and discussing my situation. She made a
recommendation as to which package she felt would work best Core Values
for me. I really felt that she had my best interests in mind and
was not just trying to “make a sale”. She was very supportive We believe that women going
and positive. through divorce deserve to be
treated with respect, compassion
I loved working with Rhonda and all she has to offer.
and kindness. We believe in
providing a safe, non-judgmental
place for women to gather that
fosters honesty, integrity and trust.

5

The Hold Your Hand Realtors

If you are looking for full service Real Estate Services…

we’ve got it!

If you are looking for MLS exposure without paying the big
company overhead…

we’ve got it!

If you are a senior or family member looking for help with
the family home…

we’ve got it!

If your life is moving in a new direction and you need real
estate counseling…

we’ve got it!

For up to date information
on our listings, visit:

www.customfitrealty.com

Susan Dakins, Realtor® TM Melody Elliott, Sales Agent

(262) 894-0623 Real Savings. Real Choices.SM (262) 662-4449

[email protected] [email protected]

2020 EVENTS

Retreats

Are you looking to gain clarity on your divorce journey
and the steps that follow it?

This two-day retreat provides a holistic approach to
financial wellness as it relates to divorce. We’ll help you
create an action plan for the life you want and show
you how you can generate real change in your life. This
retreat is beneficial not just for yourself...but for your
friends and family as well! While you’re learning how to
be a financial pro, they’ll learn how best to cheer you on.

RETREAT DATES ARE: January 17-18 March 20-21 September 25-26 November 6-7

NEW DATE ADDED AT A DIFFERENT LOCATION… May 15-16 at exciting location - revealed soon!

REGISTER HERE: http://bit.ly/DesignALifeYoullLove

Divorce Conversations Webinar

This is for women that are considering, currently going through, or
toward the end of divorce and are looking for additional resources, tools,
and knowledge to empower them through this process.

By attending this webinar, you’ll learn the four truth bombs about
divorce as well as practical, applicable tips and tools that you can use
immediately. Lastly, learn more about how The Women’s Financial
Wellness Center is positioned to help you.

Click HERE to reserve your spot - or visit our website to register!

Resource Community Connections

RESOURCE COMMUNITY CONNECTION DATES ARE FROM
9:00-10:30 A.M. ON:

January 17 April 17 July 17 October 16

REGISTER HERE: bit.ly/ResourceCommunityConnections

7

I CAN FIND
THE PERFECT LOAN

FOR YOU.

Hello! I’m Penny and I have been in the mortgage business for more than 20 years. Before I

entered the mortgage business, I was a real estate agent for 12 years. My background gives me a
unique perspective and approach to mortgage loan origination. This experience allows me to provide
excellent service and insightful guidance. Serving my customer’s needs is my top priority. I have much
experience with many different loan programs including Refinancing, Purchases, New Construction,
Lake County Homes, Condominiums, Jumbo, FHA, VA, USDA, and transactions with unique circumstances
and special challenges.
I love to provide second opinions and mortgage “tune-up” consultations…no strings attached. I promise
a complete, comprehensive, and honest analysis of your situation.

Contact me today to
find out how I can help!

Penny Charlson

(262) 853-6412 | [email protected]

For more information: www.rate.com/pennycharlson

8

How We Make a
Positive Difference

Your case is unique. Tell us about We make active attorney & Through listening and great
your situation and we can discuss client communication our communication we’ll develop
the options and find the best path a strategy to help you secure
number one priority
to your desired outcome. throughout the legal process. your desired outcome.

• Family Law • Divorce • Guardianship
• Child Custody • Support • All Family Legal Matters

Schedule your FREE consulation HERE:

www.exnerlegal.com

Advocating for families with the care
and respect they deserve.

Renier Hotopp Law is a Boutique Law Firm specializing in 9
Divorce, Child Support/Custody, Estate Planning and
Corporate Law. Lindsay, with nearly 15 years of litigation
experience, is ready to discuss your legal issue today!

Lindsay Renier 262-321-9284
www.TheRHLawOffice.com

MILWAUKEE’S TOP RATED DIVORCE ATTORNEYS

Life happens. We’re here to help you through the good and the bad.

Attorney NEIL MAGNER is a
Partner with Magner & Hueneke, LLP.

He is a graduate of Marquette University Law School and a
graduate of UW-LaCrosse where he received a bachelor’s
degree in Marketing. Attorney Neil Magner has been
recognized for excellence in Advanced Legal Research
in Wisconsin law by the Center for Computer Assisted
Legal Instruction. He represents clients in Circuit Courts
throughout southeastern Wisconsin including: Milwaukee,
Waukesha, Racine, Kenosha, and Washington counties.

Neil T. Magner concentrates his practice solely on family
law, including divorce and legal separation,
post-judgment modifications, child custody and support
matters, equitable property division and paternity cases.

Avvo Rating 10.0 Superb US News Best Lawyers 2016-2019 Super Lawyers
–Family Law–

For more information, visit: www.mhslaw.net

The new name of First Bank Financial Centre

We are a proud supporter of
The Women’s Financial Wellness Center

Bank Five Nine is happy to continue our mission to Make Lives Better.

For more information, please contact Kris Barger at (262) 518-5103
FBFCWI.com/bankfivenine

member fdic

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Skilled, Compassionate Guidance

KATE De LORENZO KATE McCHRYSTAL LINDSEY BURGHARDT

CONSIDERING DIVORCE?

You need a competent, creative advocate who understands Wisconsin family law and the complicated financial
implications of divorce. You also need an advocate who will understand your individual circumstances.
Understanding that a divorce, post-judgment dispute, or even the creation of a new partnership can be one
of the most emotional experiences in a person’s life is the cornerstone of our practice. Our goal is to proceed
through these challenges and changes with class and efficiency. Every step of your case will be handled
empathetically, incorporating strong legal and financial knowledge and creative problem solving. Together, we
will work to create a brighter future for you and your loved ones. When life is in transition, you need a strong
advocate to guide you. Call us.

735 N. Water Street, Suite 731 | Milwaukee, WI | PH: (414) 273-5551 | familylawwi.com

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THE BOUCHER AUTOMOTIVE GROUP

HOW DOES BOUCHER RIDE WITH YOU EVERY MILE?

HAPPY REPUTATION EXPERIENCE SELECTION
EMPLOYEES
Our group is proud to Our sales 29 new car
The Boucher Group have an A+ rating from consultants undergo franchises, large
has ranked among the Wisconsin Better extensive product selection of
the Top Workplaces in Business Bureau, and knowledge training certified pre-owned
southeastern Wisconsin high rankings on all to ensure you the vehicles, 10,000
for the last 6 years. Google Review sites. most accurate vehicles in stock.
information.

WE’LL BUY MARKET FINANCIAL
YOUR CAR BASED PRICING STABILITY

We’re always We utilize a third party We offer the most aggressive
looking for company that monitors loan terms possible from our
quality used virtually every automotive extensive list of more than 30
vehicles, and internet website. We will lenders with strong and solid
we’ll make a get you the BEST DEAL reputations.
competitive POSSIBLE. NO GAMES.
offer on yours! FACILITIES
COMMUNITY
PEACE OF MIND INVOLVEMENT We offer comfortable
customer lounges with
Every vehicle is Over the past 4 decades, we complimentary wi-fi,
meticulously inspected have built incredibly strong cable/digital television,
by our factory trained relationships with some of beverages, and snacks.
and certified technicians. Wisconsin’s finest charitable Each of our facilities
We’ll provide you with a organizations. also has a designated
complete CARFAX report “children’s area.”
for peace of mind.

WE INVITE YOU TO JOIN OUR

BOUCHER FAMILY!

17 LOCATIONS IN: Janesville • West Allis • Franklin • Racine • Menomonee
Falls • Kenosha • Waukesha • Greenfield • Thiensville • West Bend

Boucher.com

14

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Start Find out what we can do to bring
here! you peace of mind.

The Women’s Financial Wellness Center will walk with
you on your divorce journey.

30-minute callSchedule a complimentary here:

http://bit.ly/WFWC30

Subscribe to our podcast, and find practical
financial knowledge, tools and
inspiration to help you confidently
move forward to your new destiny.

To-Do Today!
SDuivbosrccreibCeontov-ersations

Podcast

http://bit.ly/DivorceConversationsPodcast

Want a quick reference guide to
the podcasts we’ve done?
Listen to them in order or as
you need them!
Access the guide here:

http://bit.ly/DivorceConversationsPodcastGuide

Thriv e Acupunc
ealth
ture egrative H
& Int
Thrivageain!

Thrive Acupuncture & Integrative Health

Acupuncture ~ Herbal Therapies ~ Nutrition

Your health is a vital part of your overall happiness. At Thrive, we
partner with you on your journey to wellness. As a woman-owned
business, we are sensitive to the unique needs of women during
difficult times of transition. We see these situations as opportunities

for self-improvement – physically, mentally and emotionally.
Thrive blends the ancient teachings of Chinese medicine with the
latest research and techniques to empower our patients to make
the best choices for themselves. Regardless of where you are in

your journey, we are ready to support you.

Sunnie Sabol, MSOM, L.Ac

(414) 573-4794
[email protected]
www.thrive4acupuncture.com

SPECIALIZING IN THE AREAS OF:

FAMILY LAW

Simple and Complex Divorces, Legal Separations, Property Division,
Child Custody and Placement Disputes, Child Support Disputes,
Post Judgment Disputes and Modifications, Maintenance and Spousal Support

ESTATE PLANNING
GUARDIANSHIPS

Christiana G. Jimenez is the owner of Law Office of Christiana G. Jimenez, LLC.
She has been in practice since 2003, specializing in Family Law, Estate Planning and
Guardianships. She takes a hands on approach to all of her cases and understands
the myriad of emotions that come with life’s many changes. This time in your
life can be challenging. Let her guide you through the process while zealously
advocating for a fair and equitable resolution to your case.

1288 N. Summit Ave • Suite 107-104

Oconomowoc, WI 53066 jimenezlawoff ice.com
262-271-6423

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27 28 29 30 1 Design a Life You’ll Love Retreat
Friday-6:00pm - Saturday-4:30

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Life starts outside your comfort zone.

I am honored to have the opportunity to assist my clients with their Julie Zielinski
home financing needs. Whether it is to reach their dream of home
ownership, restructure debt so they can stay in their home, or lower (414) 531-0723
payments so they save for the future. Seeing their faces at the closing [email protected]
table is what makes me truly grateful that I was able to help.

We take the extra time to strategize what loan program is best or find a
way to help them get ready for financing in the future. I make sure the
program is the best fit for their financial needs and wants today and into
tomorrow. We work with all types of conventional loans, government
loans (including FHA/VA/USDA/WHEDA) and Jumbo loans. I am licensed
to lend in AZ, FL, MD, MN, OH, TN, VA & WI, IL.

WWW.JULIEZIELINSKI.COM

BANKRUPTCY PROTECTION
IN SOUTHEASTERN WISCONSIN

Have you fallen so far behind on your bills that bankruptcy seems the only way
out? Take the time to have a FREE consultation with the Landry Law Offices, first.
I’ll explain your options, then help you arrange to get your life back together.

Large Firm Experience. Small Firm Atmosphere.

Schedule your FREE debt relief consultation!
www.landrylawoffices.com

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Healing Community with Community

Serving adults & children.

INDIVIDUAL THERAPY • COUPLES THERAPY • PLAY THERAPY
• TRAUMA THERAPY • YOGA THERAPY • ART THERAPY
• BUSINESS COACHING • BRAINSPOTTING
• SUBSTANCE ABUSE/ADDICTION COUNSELING
• HEALTH AND WELLNESS COACHING

On Purpose Psyche is a collection of mental health professionals who share a common goal of serving
the Lake Country area. Originally founded by Monica Rodriguez, her dream has always been to provide a
multitude of services to the community of Oconomowoc, and surrounding cities, that are accessible and
customized to fit each individual’s needs. On Purpose Psyche also helps mental health professionals grow in
their practice while working collectively to achieve our shared goal of healing community with community.

There is something for everyone!

Contact us today to learn more!

[email protected]
(262) 490-3894 | www.onpurposepsyche.com

Trusted Connection Directory

Bankruptcy Attorney CPA

Ryan Landry, Attorney/Owner Jason Jendrach, President
Landry Law Offices, LLC Jendrach, Dobogai, Lindseth
www.landrylawoffices.com (414) 321-8454

Bookkeeping JDL

Megan McCray, CEO/Accountant Jendrach, Dobogai, Lindseth, Inc
Sidekick Accounting Services
www.sidekick-accounting.com Credit Union

Jason Kaufman, Vice President-District Manager
Marine Credit Union
www.marinecu.com

Car Dealership Divorce Attorney

Tina McKandes, Director of Internet Operations Barry J. Book, Shareholder/Owner
Boucher Automotive Group Book Law Group, S.C.
www.boucher.com www.book-law.com

Career Coaching Kate DeLorenzo, Partner
Gagne, McChrystal, DeLorenzo & Burghardt
Sara Reed, Founder and CEO www.familylawwi.com
Moonstone Coaching & Consulting
www.moonstonecoachingandconsulting.com

Counseling Daniel A. Exner, Attorney
Exner Legal, LLC
Monica Rodriguez (Rosine), LPC, MAC, MA www.exnerlegal.com
On Purpose Psyche
www.onpurposepsyche.com

23

The name to trust Best Lawyers in America, since 2010,
in family law. US News and World Report

414-352-4400 Top 25 Wisconsin Women Lawyers, 2016, 2017, 2018, 2019,
M Magazine

SuperLawyer, 2006, 2007, 2009 – 2019, M Magazine

Best Divorce Lawyer, 2019, Sheperd Express

Collaborative Family Law Council of Wisconsin,
Training Chair 2001- 2017, Board of Directors,
Awards for Extraordinary Service.

Traditional Divorce, Collaborative Divorce,
Debt and Bankruptcy

“I very much appreciated his compassion and honesty about
our options”

“Thank you, Nathan, for helping me out during a stressful time. You
gave me options and hope that there was a way out of my financial
burdens. Thank you so much for your patience and working with me
to find the best solution”

“Through debt negotiation…Nathan saved me thousands of dollars
and I never had to file for Bankruptcy”

Traditional Divorce, Collaborative Divorce, Mediated Divorce,
Post Judgment Matters

“I felt my outcome was all I could ask for. I am very grateful for Mari’s
expertise and praise her to the moon! My highest recommendation
for Mari to anyone who needs a great attorney.”

“Mari made what was a painful experience bearable. She lead me through
the intimidating and scary process of divorce with wisdom, guidance and
top notch legal support. She always made herself available to answer my
questions and talk me through the complicated confusing legal system as
it pertains to divorce. My children were and are always first in every choice
and decision I make, Mari and everyone at Zimmermann Law Office as well.”

JDL

Jendrach, Dobogai, Lindseth, Inc

Certified Public Accountants

4811 South 76th Street | Suite 415
Greenfield, Wisconsin 53220
(414) 321-8454

Specializing in:

Tax, Tax Planning, Audits, Forensic Accounting,
Bookkeeping, and Business Valuations

Trusted Connection Directory

Divorce Attorney Estate Planning

Christiana Jimenez, Attorney Beth Ruthmansdorfer, Attorney
Law Office of Christiana G. Jimenez Moertl, Wilkins & Campbell
www.jimenezlawoffice.com www.lawmwc.com

Neil Magner, Attorney Financial Planning
Magner & Hueneke, LLP
www.mhsblaw.com Tim Noordyk, Executive Director
Global View Capital Advisors
www.gvcmanagement.com

Lindsay Renier, Attorney Graphic Design
Renier Hotopp Law Offices, LLC
www.TheRHLawOffice.com Theresa Wilmot, Creative Director/Designer
Wilmot Designs, LLC
Mari Zimmermann, Attorney www.wilmotdesigns.com
Zimmermann Law Offices, S.C.
www.zimmermannlaw.com Grief Recovery
Nathan Zimmerman, Attorney
Zimmermann Law Offices, S.C. Jodi Vickary, Certified Grief Recovery Specialist
www.zimmermannlaw.com Peace By Piece Grief Recovery LLC
www.PeaceByPiecerecovery.com
Entertainment
Health & Wellness
Andy Weins, Owner
Rage Room Donna Crain, MS, Rehabilitation Psychology,
Certified Holistic Health Practitioner
Pure Inspiration, Inc.
www.pureinspirationinc.com

25

Don’t Buy Insurance, Breakthrough Burnout and
Invest In Your Future.
Step Into Your Full Power.
Auto Insurance
Homeowners, Condo, Renters Insurance • Women’s Empowerment Coaching • Reclaiming Your Vibrant Self (Midlife Burnout)

Life & Health Insurance So many times women feel like they have to choose between blowing-up their world
Business Insurance • Umbrella Policies to create change or abandoning the things they want the most (those inner yearnings),

LISA A. TRISCARI to meet their obligations. “Do I choose me or do I choose everyone else?”
President, CIC, CISR
[email protected] | 262.696.5800 I just want you to know that you can have both.
There really is a specific path that you can follow, a signature system called the
Contact me today and we can work together to
design the insurance portfolio that works for you! Full Power Process*, that helps women to step into their full power.

The Full Power Process enables you to strengthen

your self-worth, clarify your vision,

and develop the support system you need

to create that empowered life. WGEIFFBRTSEOIETNE
For more information, call Dr. Diane
or visit the website listed below!

Dr. Diane Garrison, Ph.D.

(262) 547-9673

www.lakecountrywellnessandcounseling.com

BREAK UP WITH YOUR BRA-
ONE CAMI DOES IT ALL!

“Ask for what you want and be prepared to get it.” BRA RR CAMI Ruby Ribbon Camis
Features & Benefits:
- Maya Angelou
• Sizes 32-50; A-K cup
VIRTUAL ADMINISTRATIVE SERVICE
• Breathable
• email marketing • webinar setup & facilitation
• client coordination • podcast management • Lose 1-2 inches
• No underwires
Whatever your business need, we are here to assist! • Straps stay up
• Lifts you better than a bra
Simple Secretary is here to help you:
• free up your time • relieve your stress BRA RR CAMI
• reduce your hours • simplify your life BRA
• keep you organized • solve business problems Heather Schaefer

Melissa Kuchlenz, Owner | Virual Expert Ruby Ribbon Indep. Stylist, Director
Your Bra Break-Up Expert
[email protected]
262.853.7299
To schedule a call, please visit:
[email protected]
http://bit.ly/NeedVAAssistance www.heatherschaeferhq.com

www.simplesecretaryllc.com RR CAMI

Trusted Connection Directory

Health & Wellness Insurance

Sunnie Sabol, MSOM, L.Ac Tim Noordyk, Licensed Insurance Agent
Thrive Acupuncture & Integrative Health Global View Capital Insurance
www.thrive4acupuncture.com www.gvcmanagement.com

Jennifer Scheidt, Executive Manager/ MEDICARE & Health Insurance
Team Builder of Inspire Tribe
L’BRI Pure n’ Natural Julie Zielinski, Branch Manager
lbri.com/jscheidt Novus Home Mortgage
www.juliezielinski.com
Image Consulting
MEDICARE & Health Insurance
Andrea Gracyalny,
Independent Mary Kay Sales Director Nancy Towle, Licensed Insurance Agent
Mary Kay Health Markets Insurance Agency
www.marykay.com/agracyalny www.healthmarkets.com/ntowle

Heather Schaefer, Ruby Ribbon Director Mortgage Lender
Ruby Ribbon
www.Heatherschaeferhq.com Penny Charlson, Branch Manager
Guaranteed Rate
www.rate.com/pennycharlson

Insurance

Lisa Triscari, Insurance
American Advantage – IFS Insurance Agency
www.insurancewisconsin.biz

27

Todd Schwartz CDLP 

Meet Todd Schwartz

Todd is known as the most financially cross trained loan officer in Chicagoland. He
spent 13 years as an options trader and member of the Chicago Board Options
Exchange. Adding to his existing financial planning and employee benefits practice
background, Todd in 2006, added mortgages, home finance and debt management
as part of his holistic offering. He has expert knowledge of banking, insurance (all
kinds) and of course mortgage lending. Todd is also unique in that he has the
only divorce lending designation in the industry (CDLP). His success comes from
tremendous product awareness, great partnerships with his referral sources, and
having his clients go through his mortgage planning process.

His parent corporation, The Mutual of Omaha Insurance Company, has been helping
customers since 1909. Inspired by hometown values and committed to being
responsible and caring for each other, we exist for the benefit of our customers.

Todd Schwartz CDLP  Mobile: 847-977-0725 | Office 847-327-1713
Mutual of Omaha Mortgage       Fax: 630-261-6751
Vice President of Mortgage Lending 200 N. Fairway Drive Suite 212
Vernon Hills, IL 60061
NMLS: 789865
https://loanofficer.mutualmortgage.com/toddschwartz/about

WILMOT

Give a voice to your Sponsor Testimonials
message & mission.
It’s an honor to walk beside as you provide
Graphic Design a tangible and amazing framework for
Marketing women going through divorce. I’m thrilled
Branding to be a home resource for them in any
way I can.
Let’s talk! Visit my website to
schedule a free 30-minute —Renee Kasper, Realtor
consultation and brand audit! First Weber Realty

www.wilmotdesigns.com

Trusted Connection Directory

Mortgage Lender Resumé Writing

Todd Schwartz, VP of Mortgage Lending Dr. Heather Rothbauer-Wanish, Owner
Mutual of Omaha Mortgage Feather Communications
www.mutualmortgage.com www.feather-communications.com

Moving Safety Strategies

Andy Weins, Franchise Owner Virginia DeYoung, Head Instructor
Jdog Junk Removal Journey Martial Arts
www.jdogmenomoneefalls.com www.journeymartialartswi.com

Real Estate Agent Safety Strategies

Susan Dakins, Broker/Owner Freddie Harris, Founder/CEO
Custom Fit/Lake Girl Realty Badger Krav Maga
www.susandakins.com www.badgerkrav.com
Melody Elliot, Sales Agent
Custom Fit/Lake Girl Realty Self-Care
www.susandakins.com
Elise Miller, Owner
Renee Kasper, Realtor, ABR, PSA, MBS Lake Country Bed Barn
First Weber www.bedbarnwi.com
www.ReneeKasper.FirstWeber.com
Taxes

Megan McCray, CEO/Accountant
Sidekick Accounting Services
www.sidekick-accounting.com

29

Trusted Connection Directory

Therapist Women’s Empowerment

Diane Garrison, Ph.D., Psychologist Diane Garrison, Ph.D., Psychologist
Lake Country Wellness & Counseling Lake Country Wellness & Counseling
www.lakecountrywellnessandcounseling.com www.lakecountrywellnessandcounseling.com

Temporary Restraining Orders Women’s Empowerment

Ryan J. Harrington, Attorney/Partner Heather Schaefer, Ruby Ribbon Director
Halling & Cayo, S.C. Ruby Ribbon
hallingcayo.com/attorneys/ryan-j-harrington/ www.Heatherschaeferhq.com

Virtual Assistant

Melissa Kuchlenz,
Expert Virtual Assistant/Owner
Simple Secretary, LLC
www.simplesecretaryllc.com

About Ashley

Ashley Lillesand has been practicing law since 2007 and
became the owner of Lillesand Law LLC in 2010. Before going
to law school, Ashley served as the Guardianship Director for
a non-profit guardianship agency. In that capacity she served
individuals in Guardian of the Person and Guardian of the
Estate roles, managing over 200 guardianship appointments.
As an attorney, Ashley has focused her practice on Estate
Planning, Probate and Guardianship. Additionally she has
an understanding of the Family Court process, divorce and
post-judgment matters.

Services Include: • Estate Planning
• Trusts
Ashley Lillesand • Probate
Owner / Managing Attorney • Guardianship
• Elder Law

When you work with Lillesand Law LLC, you will work
directly with Ashley. She has focused her entire career on
assisting clients to feel comfortable, educated about the estate
planning process and understood in their goals and needs.

2212 E Moreland Blvd, Suite 200 | Waukesha | 53186
Office: 414-409-7306

www.lillesandlawllc.com

31

Live ybour est life

What’s next? Real estate is more than simply buying and selling homes.

During this next chapter of your life, I will be there to help guide and
support you to find the space that allows you to thrive and live your best life.
Whether you stay in your current home, find a new community to live in or are

right-sizing to an exciting new home. I am here for you.

I will be your resource for all your home needs.

Renee Kasper
414-573-9009 [email protected] www.ReneeKasper.com

STARTING THE DIVORCE PROCESS EDIUG ECNEREFER KCIUQ

Episode 002 - 10 Questions to Ask When Interviewing an Attorney
Episode 003 - Seeking Financial Knowledge
Episode 004 - Managing Self-Talk
Episode 012 - Mindset... Your Greatest Weapon
Episode 063 - Avoiding Economic Devastation
Episode 045 - Strategic Prep Before Filing for Divorce
Episode 022 - Nourish Your Mind, Body & Soul
Episode 042 - Healing Heartbreaks Through Stories

DURING THE DIVORCE PROCESS

Episode 066 - Assertive Communication & Boundaries
Episode 013 - 3 Keys to Successful Budgeting
Episode 033 - Understanding Social Security Benefits
Episode 036 - Your Home: Keep It OR List It
Episode 037 - FMLA & Divorce
Episode 014 - Connecting Career and Confidence
Episode 039 - Staging Your Home
Episode 041 - Closing Costs, Interest Rates & How Mortgages Work
Episode 046 - Having a Good Divorce
Episode 028 - Family Law & The Role of Your Attorney

CONCLUDING THE DIVORCE PROCESS

Episode 010 - 5 D's of Estate Planning
Episode 057 - 5 Items Every Newly Divorce Woman Needs in Her POA
Episode 061 - Working From Home
Episode 055 - Car Buying Tips
Episode 038 - Cash Flow: Pros & Cons of Purchasing a Rental Property
Episode 020 - Using LinkedIn Simply & Effectively
Episode 056 - How to Become a Difference Maker

INSPIRATIONAL STORIES OF WOMEN
WHO WENT THROUGH DIVORCE

Episode 016 - Don't Park . . . Keep Moving
Episode 017 - Divorce Doesn't Define Us
Episode 022 - Nourish Your Mind, Body & Soul
Episode 044 - Coming Home to Yourself
Episode 045 - Strategic Preparation Before Filing for Divorce
Episode 047 - Creating Your New Puzzle Piece
Episode 048 - Resilience, Resourcefulness and Mind Reshaping
Episode 049 - Health & Practical Ways to Move On
Episode 058 - Healing After the Affair
Episode 060 - Building Your Brand in the Midst of a Storm

BOUNDARIES

Episode 012 - Mindset... Your Greatest Weapon
Episode 026 - Setting Your Personal and Professional Boundaries
Episode 040 - Having Self-Compassion, Compassion and Being Resilient...

SELF-CARE

Episode 004 - Managing Your Self-Talk
Episode 006 - Significance & Style
Episode 007 - Tips for Better Sleep
BONUS Episode - A 12-Minute Heart-Centered Meditation
Episode 022 - Nourish Your Mind, Body & Soul
Episode 025 - Inner Wisdom & More
Episode 040 - Having Self-Compassion, Compassion and Being Resilient...

www.womensfinancialwellnesscenter.com/podcast-1

Connect in person or via phone!

The Women’s Financial Wellness Center

Windsor Executive Suites
N28 W23000 Roundy Drive, Suite 10

Pewaukee, WI 53072

p: 262-522-1502

[email protected]