Strategic Alliances

Effective financial strategies often require a team of experienced professionals working together to serve your best interests. In such situations, it is our priority to make sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.

Strategic Alliances are not exclusive relationships. You are free to choose your own professional for these needs. Strategic Alliance firms are not affiliated with MML Investor Services, LLC. and are solely responsible for their own products and services provided.


De’Mario Black

Certified Public Accountant

https://demarioblackcpa.com/

De’Mario Black, CPA began his practice in 2017 providing businesses and individuals with tax preparation and accounting services. Today, the practice has grown into a full-service firm, offering an array of services. Prior to this De’Mario studied Accounting at Michigan State University earning his bachelor’s and master’s degrees.

De’Mario has gained experience in his field through employment at Big 4 accounting firm, Ernst & Young (EY), Delphi, Pulte Homes and Truist (previously Suntrust). During his tenure, he worked with Large Public and Private clients in the Automotive, Health Care, and Consumer Banking Industries. Some notable areas De’Mario has worked on include Financial Reporting, Internal and External Financial Statement Audits, SOX (Sarbanes Oxley) Control Audits, Process Improvement for Receivables Payables, and Payroll.

Since, De’Mario has shifted his focus to help individuals and businesses reach financial success using his expertise. Notable areas of expertise include tax strategy, financial planning and advising, wealth management, insurance and non-profit-based projects.


Alison Crim

Accredited Residential Interior Decorator and Stager

https://www.huskyhomeswi.com/

Alison has been a Madison native for over 10 years, starting from when she graduated from the University of Wisconsin School of Business with her bachelor’s degree in Real Estate and Urban Land Economics (Go Badgers!). Her professional career began at Epic in Verona, working in project management and traveling the country for over 5 years. While working long hours at Epic, Alison bought & sold 2 properties to flip in her spare time. These projects ultimately re-fueled her real estate passion and led her to pursue her goal to be more grounded and active in the Madison community, and to transition full-time into the exciting life of real estate.

Every year since joining Keller Williams Realty in 2017, Alison has been recognized as a top producer, supporting buyers, sellers and investors in achieving their real estate goals. Alison has additional accreditations in Interior Decorating and Home Staging, helping each client truly realize their home's unique potential. In her spare time, Alison loves to spend time with her husband, Collin, and two sassy huskies, Ramsey and Ranger. Together, Alison and Collin enjoy cooking, home DIY renovation projects and snowboarding when the weather cooperates!


Craig Schauer

Senior Mortgage Consultant

https://www.wintrustmortgage.com/

Whether you are buying, selling, or refinancing, it’s important to have an experienced mortgage professional to help you analyze your financing options and make sure the closing goes smoothly. As a loan officer with Wintrust Mortgage, I have the expertise and experience to get you the right mortgage and to handle your transaction professionally. With my experience, and our rates and programs, you’re sure to get the mortgage that’s right for you.

Please remember to get me involved early on in your home buying process. Starting the process not only gives you a better idea of what you can qualify for, it also gives you a stronger negotiation position when you find the home of your dreams.