Talent

Julie Peterson, ARM®, CMCA, AMS

Founder & Chief Visionary Officer

EXPERIENCE

More than 30 years in the real estate industry has given Julie Peterson vast experience handling the day-to-day operations, financial management, and maintenance oversight of multi-million-dollar condominium, residential and commercial properties, new business development, technology, marketing and promotion.

QUALITIES

Julie excels in creating, building, motivating, and leading an organization in achieving its business objectives. As an extremely results-oriented and highly conscientious professional, she focuses on maximizing company profitability while creating the highest degree of customer and client satisfaction. Julie possesses outstanding analytical, problem-solving, organizational, time management and interpersonal skills. She’s a strong team player and an even stronger leader. She is devoted to identifying and implementing continuous improvement methods. She is adept at handling major organizational responsibilities, and she enjoys contract negotiations.

FOCUS

In the work New Vision Management & Consulting now undertakes for clients, as in her past work, Julie enjoys working with and contributing to the success of her clients – key stakeholders, developers, investors, contractors and community leaders. She is focused on helping you succeed in all your business endeavors.

AFFILIATIONS

Institute of Real Estate Management (IREM®) – Member, Past Board Member, and ARM® of the Year

Professional Designation: Accredited Residential Manager (ARM®)

Community Associations Institute (CAI) – Member, Past President, Legislative Action Committee Member, and Special Events Committee Member

Professional Designations: Certified Manager of Community Associations (CMCA) & Association Management Specialist (AMS)

Apartment Association of Southeastern Wisconsin (AASEW) – Past Member

COMMUNITY OUTREACH

Real Estate Alliance for Charity (REACH) – Past Board Member, Past President & Nomination Committee Member

Since 1998, REACH, the commercial real estate industry’s primary charity organization, and its generous supporters have touched the lives of those in need by contributing over $600,000 to worthy endeavors, with a special emphasis on causes that benefit children throughout Wisconsin. This year’s recipients include: Audio & Braille Literacy Enhancement (ABLE), Playworks Wisconsin and College Possible. You can visit the REACH website at reach-wi.org.

Revitalize Milwaukee (RM) – Past Board Member & Fund Development Committee Member

RM revitalizes communities by providing FREE critical home repairs and comprehensive services to veterans, seniors and people with disabilities. Its impact extends beyond individuals served, to revitalizing and stabilizing vulnerable neighborhoods. Because of RM, home by home, block by block, entire communities are transformed. You can visit the RM website at freehomerepairs.org.

FINANCIAL MANAGEMENT PARTNERS

When your finances are good, you’re good.

A good financial management plan enables you to accomplish daily financial objectives, achieve important big picture goals — and rest easy. Let our experienced financial team help you put your numbers to work to make your business more successful.

Dale Hammernik, EA

Certified Tax Coach – Business Consultant – Author

Dale Hammernik is a tax and business consultant with a focus on helping individuals and small business owners achieve greater success and the freedom they are looking for.

With over 30 years of experience as a consultant and adviser, Dale loves to use his own specialist knowledge and expertise to help others – whether they are individuals, start-ups or long-established companies.

As an Enrolled Agent (EA), Dale carries the highest credential awarded by the IRS. He also holds the A.T.A. designation as an Accredited Tax Advisor along with being a Certified Tax Coach.

Dale is a published author of the book, “Straight Talk About Small Business Success in Wisconsin” and has been the “go-to guy” for tax advice from local TV stations including WTMJ 4 & Fox News. He believes that if you’re not growing in business, you’re going out of business.

It was the motivation to help others that led Dale to start his own practice. He says: “I love to teach others how to succeed in business and achieve personal financial freedom.”

Nicholas Hammernik, EA

Tax Advisor – Financial Advisor 

Nick Hammernik is a tax consultant and financial advisor.

As an Enrolled Agent (EA), Nick carries the highest credential awarded by the IRS. He believes it is important to relate with each individual client to better suit their specific situation and needs.

Nick holds his securities license, as well as his Wisconsin insurance license. Nick heads the Wealth Management Division.

Nick is heavily involved in local organizations. He heads a committee with the West Allis/West Milwaukee Chamber of Commerce that is focused on local small business growth. In addition, Nick volunteers his time with the Wisconsin Women’s Business Initiative Corporation. WWBIC’s mission is to help individuals achieve their dreams of some day owning their own business.

David Biskup, EA

Tax Advisor – Tax Resolution Consultant

Dave Biskup has been preparing taxes for more than 30 years. His education, experience and knowledge have guided him in delivering the best tax results for his clients.  He recently added to his education by being awarded the credential of Enrolled Agent (EA), the highest credential awarded by the IRS. This title gives Dave the privilege of representing his clients before the IRS as well as unlimited practice rights.

Dave says, “Persistence is the key to achieving the best outcomes for our clients, and I involve them through the whole process.  Keeping them up to date about their tax situation year-round eliminates the unexpected.”

His passion for educating people on their tax situation has led Dave to expand his skillset and become involved in Tax Resolution Work.

Bradley Granneman

Bookkeeper – Tax Preparer – QuickBooks Specialist

Bradley Granneman has been helping clients with their bookkeeping for more than 10 years. He helps small business owners become successful and find freedom by keeping them compliant with the government, and giving them the tools to make good financial decisions.

Brad’s goals are to continue to grow both as a person and a business professional. Brad would consider himself a “number cruncher.” He strives to do his best to help our clients in every way possible with his accuracy and responsiveness.

Lori Beck

Administrative Assistant

Lori Beck brings to this position her strong desire to make the office the most organized, efficient and welcoming one around! Years of experience in social work and education have helped Lori develop the needed organizational, communication and people skills to best support both office staff and our valued clients. Lori’s goal is to ensure a smooth-running office where both staff and clients feel supported and confident that whatever comes her way will be taken care of efficiently and confidentially.

HUMAN RESOURCE PARTNERS

New Vision Management & Consulting recognizes and understands your Human Resource challenges and needs, and we’re here to help. Our HR partners bring experience, expertise, and fresh ideas to your employment needs, whether short-term or permanent.

Laurie L. Stueber, SPHR

Human Resources Specialist | Leading Edge Payroll & HR Solutions

With over 35 years of experience in all areas of human resource management and operations, Laurie L. Stueber trains internal staff on employment law compliance and risk management. Laurie has expanded the human resources department to offer ala carte services to our clients. 

Since 1999, Laurie has been a certified Senior Professional in Human Resources (SPHR). She served as a Grafton Chamber of Commerce Board member, a member of the National Legal Advisory Board for the National Association of Professional Employers, and as a Board member of the Wisconsin Association of Professional Employers.

Laurie now leads a staff of professionals in the areas of workers’ compensation, unemployment insurance and employee relations management.

See Laurie’s work at leadingedgehrsolutions.com

Tina Rouse, PHR

Human Resources Generalist | Leading Edge Payroll & HR Solutions

Tina has over 20 years of diverse Human Resource experience, including working with Fortune 500 Companies in Wisconsin.  Tina Rouse is best known for her extraordinary customer service skills, and her diverse knowledge of human resource risk management.

Tina enjoys working with our clients and providing assistance with employee relations, risk management, legal compliance, benefits administration, policy development including; employee handbooks, job descriptions and background checks.

See Tina’s work at leadingedgehrsolutions.com

Lisa Lecher, PRC

Professional Recruiter

Lisa Lecher is a passionate Recruiter specializing in the identification and placement of professional level individuals in Property Management, Human Resources, Finance, Marketing, and Executive Administrative positions.

Lisa believes, “Finding the right job for the right person within the right company” is essential to meeting the changing needs and goals of our clients. Providing extraordinary results by focusing within her area of specialization, and a large network of qualified professionals, makes the process extremely successful for both our clients and the candidates we serve.

Lisa can help you find the right person for your Property Management: Real Estate Executives | Property Managers | Leasing Professionals | Building Engineers | Maintenance Technicians | Accounting | Administrative | Marketing.

Human Resource Management: Generalist | Payroll | Benefits | Environmental Health & Safety | Directors | Executives. 

Finance Management: Accountants | Analysts | Controllers | CFO. 

Marketing Management: Graphic Designer | Project Managers | Product Managers | Advertising | Communications | Marketing Executives. 

MARKETING PARTNERS

Marketing is an important part of your business. In addition to working with you on the operational details of your business, New Vision Management & Consulting advises and provides services for your marketing, communications and promotions. For website design and management, search engine optimization (SEO), social media, collateral (print) materials, special events, public relations and advertising needs, our team is here for you.

 

Ryan Rogers 

Creative Director

Rebranding your business for a harder-hitting web presence. Making your website work harder through expert search engine optimization. Engaging your audience through smart management of your social media.

These are the powerful skills Ryan Rogers brings to New Vision clients. Ryan Rogers is a web and graphic design pro.

Ryan’s design ability provides a beautiful complement to his technical expertise. From logo design to full marketing campaigns, from website design and development to social media creation and implementation, Ryan and his team at Graphic Terrace work hard to help you clarify your marketing goals. Then they work even harder to make your goals a reality.

See Ryan’s work at graphicterrace.com

Becky Steimle

Marketing Communications: Writing | Video | Events

Becky Steimle is a marketing communications expert who brings three distinct areas of expertise to New Vision clients.

Writer: As a corporate communicator with more than 25 years’ in the business, Becky’s writing experience includes ads, collateral, news releases, e-blasts, PowerPoint presentations, website content, direct mail, partnership proposals and more.

Video producer: Becky tells your story and communicates your important marketing messages, to be easily accessed on your website. Her creative, directorial and video editing work can be seen in videos she’s produced for clients in real estate, banking, culinary, music, and non-profit.

Events creator: Becky’s event experience includes everything from creating intimate gatherings for small groups, to building large events for thousands of attendees. She co-created two of Milwaukee’s most popular and successful events — the Milwaukee Journal Sentinel’s Wine & Dine Wisconsin and Metroparent’s KIDSfest and helped launch the Journal Sentinel’s Land the Big Gig nationwide talent search for Summerfest.

Becky’s clients include Froedtert Health; North Shore Bank; Heritage University; Ogden & Company, Inc.; and LandWorks Landscaping to name just a few.

See Becky’s work at beckysteimle.marketing

Derek Olszewski

Graphic Designer

Graphic designer Derek Olszewski specializes in branding/logo design, website graphics, social media banners, print and digital ad design, and the design and layout of collateral materials. His clients include those in real estate and other businesses.

Derek enjoys learning about the marketing needs of new clients as he crafts just-right looks and layouts, all to produce the marketing edge you need to succeed.

Derek enjoys working under pressure and making his clients’ vision come to life through a combination of creative and logical thinking.

See Derek’s work at brewcitygraphics.com

John Paul Greco

Photographer | Videographer

Photographer John Paul Greco has been making people and things look good for more than 20 years. John Paul’s main focus is business development photography and videography, with his work always aimed at promoting and growing his clients’ business.

Based in Milwaukee, John Paul has traveled on assignment domestically and internationally, shooting everything from events in a Tuscan villa to famous figures like Jay Leno and George W. Bush. His specialties include advertising, architectural, aerial, photojournalism/documentary, product, fashion, events and branding for clients like North Shore Bank, Tri-City Bank, Journal Communications and Black Shoe Hospitality.

“He’s the one you call when you want it done right,” says one longtime client. “Incredible talent,” and “exceptionally gifted” rave others. With reviews like these, it’s no surprise the majority of John Paul’s work comes from the referrals of very happy clients.

See John Paul’s work at johnpaulgreco.com