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Lynda Stickler
Lynda Stickler is a client executive with M3 Elevate, a division of M3 Insurance specializing in business insurance and employee benefits for growing companies. She focuses on property and casualty…
Matt Boray
…of the M3 Milwaukee team to identify and acquire new business, implement go-to-market strategies, and build strong partnerships with key business leaders, insurance companies and community organizations. Boray also holds…
Ross Heginbottom
…Designations Wisconsin-licensed property and casualty agent Charted Property Casualty Underwriter designation (CPCU) Construction Risk and Insurance Specialist (CRIS) Involvement M3 United Way Committee Reach A Child, Development Committee Make-A-Wish’s Madison…
Tonya Bahr
Tonya Bahr is a client executive with M3 Elevate, a division of M3 Insurance specializing in business insurance and employee benefits for growing companies. She is exclusively dedicated to serving…
Ryan Pelz
…& MercyCare Joined M3 in 2021 Designations Licensed life and health agent in Wisconsin and Illinois Involvement United Way, volunteer Milton Youth Basketball, past president Milton High School baseball, Coach…
Lacey Endres
…University of Wisconsin-La Crosse Joined M3 in 2007 First served as a support specialist Promoted to account manager, 2009 Advanced to client services manager, 2012 Named director of client services,…
Rachel Hug
…host Matt Cranney invites four M3 Elevate Medicare professionals to share their insight. As an employer, you will come away with practical advice that you can offer anyone at or…
Gwen Trussell
…Directors, general member Gwen’s Industry and Community Involvement Focus on Community M3 Foundation donation United Way Celebration with Focus on Community awarded Kenosha team volunteering for Kenosha Place Senior Living…
Jordan Rice
…agent Involvement Rockford Chamber of Commerce Special Olympics IL, volunteer Jordan’s Industry and Community Involvement Rockford Habitat for Humanity volunteering Rock House Kids M3 donation event United Way of Rock…
Pete Kuhl
…and UW Men’s Golf Alumni First Tee of South-Central Wisconsin (YPAC), member 100 Men of Dane County, member Illinois Junior Golf Association, junior board United Way of Dane County, member…
Employer Options for Forfeited FSA Funds
A common issue at the end of a flexible spending arrangement (FSA) plan year is that employees have contributed more money to their FSA than they have spent. This leftover…
IRS Releases 2023 Contribution Limits for Tax-Advantaged Accounts
…$265,000 $245,000 Key Employee Officer $215,000 $200,000 Highly Compensated Employee $150,000 $135,000 Governmental Plan Compensation Limit $490,000 $450,000 ESOP §409(o) Limits $1,330,000 $265,000 $1,230,000 $245,000 If you have questions or…