Two new firms have joined KerberRose effective December 1, 2020. This includes Klismith Accounting & Tax Group, S.C. in Plover, WI joining KerberRose and Scott Ciullo, Inc. dba MI Retirement Guys, LLC in Marquette, MI joining KerberRose Wealth Management (KRWM).
These two firms joining KerberRose strengthen KerberRose’s presence in Northeast and Northcentral Wisconsin – and now in the Upper Peninsula – to a total of 13 locations. The agreement with Scott Ciullo, Inc. dba MI Retirement Guys, LLC also marks KerberRose’s first office outside of Wisconsin.
Plover-based Klismith Accounting and Tax Group, S.C., established by owner Tom Klismith in 1988, has offered personalized accounting, tax and financial advisory services to business and individual clients with a focus on their motto, “We’re more than your accountant, We’re your personal business advisor.” Tom and the firm’s nine employees will become part of the KerberRose team.
“We’re happy with our decision to join KerberRose as we feel this is a great fit ensuring our employees continue to be treated well with flexibility and our clients continue to receive exceptional service. I feel confident transitioning from the business in the future knowing our firms share a similar culture with a client-focused advisory approach and the talent to meet their goals,” said Tom on joining KerberRose.
Scott Ciullo, Inc. dba MI Retirement Guys, LLC based in Marquette, Michigan joins KerberRose Wealth Management as another arm in its financial advisory and retirement plan services. The firm offers retirement planning, financial advisory services, life insurance planning, estate planning and plan sponsor consulting.
Scott Ciullo has been the majority owner of the nationally recognized firm since 2012 and he has more than 30 years of experience in financial services. The Marquette office has a total of five employees, who will integrate into KerberRose’s staff.
KRWM currently services 401k plans in the Upper Peninsula region, and the joining of these two firms will act as a complementary extension of KerberRose’s own Trusted Advisor retirement and investment services.
“We know KerberRose Wealth Management treats clients in the same excellent manner as we do, so this was a natural fit. With the addition of all KerberRose services, this is a win-win for clients and staff’” said Scott.
“Despite the challenges this year has brought, we feel incredibly grateful to welcome two new opportunities to advance KerberRose’s mission of helping our clients and staff be more successful,” commented Michael Ruby, KerberRose Managing Shareholder. “We feel Tom Klismith and Scott Ciullo’s teams align with our culture and values, and we’re excited to expand our services in the Northcentral Wisconsin and UP regions with such great team members on board.”
Both the Plover office and Marquette office will continue operating with current staff, and clients will continue to work with their current advisors.
KerberRose is a certified public accounting firm specializing in accounting, tax, auditing, business strategy and human resource consulting, payroll, wealth management and technology consulting. KerberRose was listed on Inside Public Accounting’s Top 300 Firms in 2019. With more than 170 professional staff members and offices in Antigo, Clintonville, Fox Cities, Green Bay, Oshkosh, Plover, Rhinelander, Shawano, Sister Bay, Stevens Point, Wisconsin Rapids, Wausau and Marquette, MI; KerberRose is a trusted business advisor, combining the expertise of a leading regional firm with the convenience, familiarity and passion of a local provider.
KerberRose Wealth Management, LLC is a Registered Investment Advisor. Certain representatives of KerberRose Wealth Management, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800) 637-3211. KerberRose Wealth Management, LLC is not owned or operated APW Capital, Inc. Financial Planning and Investment Advisory Services are offered through KerberRose Wealth Management, LLC.