Jessica provides administrative and client support to Pat Marget, J.D., CPA, CFP®, CLU®. She holds a BS in Finance from Illinois State University and brings over 24 years of experience supporting the implementation of comprehensive financial planning for corporate leaders and executive benefits for community banks. A native of Central Illinois, she resides in Texas… Read more »
Welcome Maria Valtierri!
Maria Valtierra joins EBN as a Client Onboarding Coordinator. Maria brings over 10 years experience in financial services, specializing in investments and underwriting operations, along with more than 2 years of people leadership in operational roles at a Fortune 500 Company. She is known for her strong execution, attention to detail, and ability to lead… Read more »
We’ve Moved!
We are excited about our new location! We look forward to welcoming you at our new space!
Volunteer Day: Milwaukee Habitat for Humanity
We had a great day volunteering with Milwaukee Habitat for Humanity on April 10th. We worked on framing the new house. It was a great day of work with the Team, the weather worked out in our favor too!
Volunteer: Milwaukee Diaper Mission
On Thursday, May 11, EBN visited the Milwaukee Diaper Mission in Franklin, WI. We learned about their program and spent a few hours volunteering. Together the team refilled their shelves with putting together packs of 25 of Size 6 diapers to be dispersed to community partners. Visit @milwaukee diaper mission for more information.
Volunteering: Prevent Blindness
On January 19, EBN had the opportunity to spend the morning volunteering with Prevent Blindness Wisconsin. As a team we did vision screening for 241 children at a local Milwaukee Elementary School and referred 93 students to further vision care. We had a fun morning as a team and always enjoying partnering together.
Volunteer Day – Habitat for Humanity
On Wednesday, June 29th, the EBN team took time away to volunteer with Milwaukee Habitat for Humanity. We had a great day framing, siding and mulching at the house and working together as a team. It was such an impactful day and we look forward to future opportunities helping the community.
Volunteer Day – Hunger Task Force
On Monday, October 18, EBN had the opportunity to volunteer for the Hunger task Force Farm in Franklin, Wisconsin. We learned so much about the Hunger Task Force and all that they provide for the Community. We were grateful to help such a great Organization. We spent the afternoon washing over 1,500 pounds of collard greens!
Volunteer Day at the Guest House in Milwaukee
EBN taking time to volunteer EBN spent the morning of August 19, learning about and volunteering at the Guest House of Milwaukee. The Guest House of Milwaukee provides shelter, housing, education and services to Milwaukee’s homeless who seek to transform their lives with dignity and purpose. We were able to work in The Cream City Gardens… Read more »
Case Study: Group Term Carve-Out for a Community Bank
The Challenge The Bank was looking for another benefit to reward and retain its leadership team. The Solution EBN implemented a Group Term Carve-Out (GTCO) and Short-Term Incentive Plan (STIP). The GTCO was originally placed on 16 individuals. The GTCO “carves-out” a group of key employees from the group term life insurance plan and replaces… Read more »