

Tim Brown
Tim began his career as a CPA in public accounting over 25 years ago, specializing in manufacturing and the mutual fund industry. Prior to joining the Lakes Business Group, Inc. team, he founded and operated a successful restaurant in southeastern Wisconsin. Tim’s experience as a business owner and CPA is a valuable asset to any business owner seeking to maximize their company’s value. He is committed to work with clients using a consultative approach, provide excellent service and exceeding client’s expectations.
Team Members
Joe Braier
Shareholder

Joe is a seasoned M&A Advisor and current shareholder at Lakes Business Group. He also has the CVA certi
Tree Peterson
Marketing & Admin Assistant

Theresa, who goes by Tree, comes from an IT/Web Company where she worked with clients to provide monthly repor
Andrew Schmelzer
Shareholder

Andy brings over 20 years of marketing, branding and sales experience both nationally and internationally to t
Timothy Bullard
President, CEO

CEO, Tim Bullard, has been the Global M & A asset divestiture of one of America’s oldest global trading
Destiny Wallen
Client Services Coordinator

Destiny comes to Lakes Business Group, Inc. as a licensed support Agent and Client Services Coordinator. She h
Sheila Firari
Vice President of Client Services

Sheila brings 30 years+ of experience as a well-connected entrepreneur and Real Estate Broker in the local are
Tim Brown
Vice President of Client Services

Tim began his career as a CPA in public accounting over 25 years ago, specializing in manufacturing and the mu
Spencer Thomason
Vice President of Client Services

Spencer spent 35 years as a business owner and during that period bought and sold several related businesses b
Larry Heck
Vice President of Client Services

As an experienced M&A Advisor and Exit Strategy Planning Advisor, with over 26 years of being an owner in
Michael Szmanda
Vice President of Client Services

Michael joined VR in 2010 and has been a top producer throughout his tenure (most recently, he was recognized
Steven Aubrey
Vice President of Client Services

Steve’s business experience is remarkable in both its depth and diversity. His professional career has s
Mark Smith
Partner

Mark has spent the last thirty years of his career in small business. His first venture was to take a small, f
SUE BULLARD
CORPORATE COMPLIANCE
Scott Gray
VICE PRESIDENT OF CLIENT SERVICES

Scott Gray is an accountant and former real estate agent with a propensity for helping business owners simplif
Nicole White
Shareholder

Nicole has 10+ years experience in the M&A world, and was the #1 Sales Agent World Wide for first quarter