Skip to content

Our Experience

As a leader in your firm, you face many challenges, including staying on top of changing laws and regulations, attracting talented associates and managing the daily operations of your firm. With more than 20 years of legal industry experience, our team will work with you to create proven financial and risk management strategies that align with your long-term goals so you can concentrate on what matters most – your clients.

Who We Serve

Two female attorneys looking at paperwork.
  • Sole-practitioner attorneys
  • Multidisciplinary law firms
  • Specialized law firms
  • Family law
  • Defense practices
  • Plaintiff’s practices
  • SEC and financial firms
  • Patent/intellectual property firms

 

When you partner with us, we will:

close up on two hands with pens pointing at multiple papers with graphs

Develop

Develop and implement the comprehensive financial management, risk management and insurance strategies needed for you and your firm.

Two male co-workers pointing to a computer screen.

Determine

Determine approaches to control financial volatility.

close up of presenters arm with listeners in background

Provide

Provide ongoing education and thought leadership.

How We Can Help

Together we'll help State Bar Members with exclusive solutions. No matter what financial needs you, your firm or your client's have, our team is there for you. From simple to complex, we will work closely with you to provide solid financial advice and innovative solutions.

swipe left or right with fingers icon in the color burgundy Swipe Left
Male and female standing in a company hallway having a discussion.

Commercial Insurance

In the current environment of rising litigation costs, your firm needs a proven risk management partner to help keep you abreast of changing regulations and how they may impact your firm in order to develop and maintain a comprehensive insurance program.

LEARN MORE about commercial insurance.
Group of coworkers in an office working together on a project.

Employee Benefits

With the current war for talent, your employee benefits plan is a critical component of attracting and retaining high-performing employees. We work closely with you to put together a long-term plan for your employee benefits program that aligns with your firm’s strategic goals.

LEARN MORE about Employee Benefits.
A female and male business owner standing in new warehouse discussing plans to remodel.

Commercial Financing

As a leader in your firm, expanding your company is on your mind. As you think about ways to acquire new equipment or purchase a larger building, we are able to help you through our flexible financing options.

LEARN MORE about Commercial financing.
Two female executives sitting at a desk reviewing laptop.

Treasury Management

We offer personalized service and solutions with a consultative approach to help you improve your company's funds availability, cash forecasting and audit control by placing money where it can be used best for your firm. We help you reduce your risk and protect your accounts and all with competitive pricing.

LEARN MORE about Treasury Management.

Related Resources

CJ McDonald
CJ McDonald, AVP Commercial Insurance Consultant, Racine, WI

Your Trusted Advisor

Our team is dedicated to your industry and ready to deliver efficient, economical and effective solutions. Using our knowledge and industry expertise, we will help you grow and manage your company while minimizing risk.

FIND AN ADVISOR
a magnifying glass looking for a location icon in the color burgundy

Need help finding the nearest branch?

Find a location