Profiles

Joel Marquardt, EA (Enrolled to practice before the IRS) General Manager

Joel was raised on a dairy farm in Marathon County.  He attended UW-Madison and graduated with a BS in Dairy Science and an MS in Dairy Nutrition and Management.  After college he was the herdsman and farm manager of a 100 cow dairy farm in Green County for 5 years.  His next position was Farm Training Instructor with NCTC in Central Wisconsin for 3 years.  In 1985 Joel began working as a consultant with LFM.  Joel prepares tax returns, provides farm analysis and does farm consulting.  In addition to these duties, Joel has also served as the General Manager of LFM since August 2000.

Joel lives in Valders with his wife, Marion.  They have two children, Aryelle and Aaron.

 

Debra Lueloff, Consultant, Assistant General Manager

Debie was raised on a dairy farm in rural Manitowoc County.  She graduated from Silver Lake College with a Bachelor of Science Degree in Art Education returning to Silver Lake College to receive a Bachelor of Business Administration Degree with an emphasis in Accounting. 

After working for 10 years at Greenstone Farm Credit in the Tax and Records departments, Debie was hired by Lakeshore Farm Management in May of 2000 as a consultant.  She is a current member of the National Association of Tax Professionals and National Association of Farm Business Analysis Specialists.

 

Keith Maney, Consultant

Profile not available.

 

Renee Setzer, Consultant

Renee was raised on a dairy farm in Shawano County.  She attended UW-River Falls and graduated with a BS in Agriculture.  The first position out of college was as a loan officer with FCS.  She became an independent contractor while raising her children.  Renee held contracts with the Manitowoc and Oconto County service centers of the FSA from 1999-2007.  She started with LFM in 2007 preparing tax returns, providing analysis and consulting.

Renee resides in Sheboygan Falls with her husband, Dan.  They have four children – Danielle, Dylan, Drew, and Dustin.

 

Kimberly Alfson, Accounting Associate/Tax Preparer

Kimberly has an Associate Degree in Accounting from Lakeshore Technical College. She has been at LFM since November of 2008. Currently at Lakeshore Farm Management, Kimberly is responsible for monthly QuickBooks records, payroll, quarterly reports and preparing income tax returns. She also helps with various administrative duties. Kimberly currently lives in St Nazianz with her husband Lane and their three children, Alexis, Abigail and Taylor.

 

Tabitha Weber, CPA Consultant

Tabitha was raised on a dairy farm in Fond du Lac County.  She double majored at UW-Green Bay earning a Bachelor’s Degree in both accounting and finance.  During college she was involved in the Accounting Students Association.  She began interning for LFM during the summer of 2011 and continued to intern until becoming full-time in summer of 2012.   Tabitha became a licensed CPA in 2016.

 

Carolyn Hallberg, Accounting Associate

Carolyn grew up in Litchfield, MN and graduated from Willmar Community College with an Associate Degree in Accounting.  She worked for Production Credit Association in Litchfield for one year prior to getting married and moving to Perham, MN.  Carolyn held various jobs during her 12 years in Perham – working for a financial planner for 6 years, church secretary for 4 years and a bank teller for 2 years.  In 1996 she moved to Orland, CA for 2 years working as a tax assistant for a CPA.  In 1998 her husband , Roger’s job with Land-O-Lakes brought them to Valders.  In 2000 she came to LFM as an accounting assistant.  At LFM she is responsible for completing monthly Quickbooks records for members, helping in preparing tax returns, and general office duties as needed.  She has 3 adult children – Bryanna, Megan and Ryan.

 

Mary Lutze, Consultant, Office Manager

Mary started at LFM in 2009. She is responsible for preparing income tax returns, tax consulting, QuickBooks records, payroll and quarterly/annual reports. Mary is also the Office Manager for LFM. She has an Associated Degree in Accounting and a Bachelor in Psychology. Mary worked as an office administrator in the corporate setting for 14 years and in the social services field for 4 years, at the same time she owned and operated a retail business for 12 years. She has two grown daughters and lives in rural Manitowoc with her husband Dean.

 

Tina Schramm, Accounting Associate

Tina started working at LFM in January of 2002. She is an Accounting Assistant who works with QuickBooks clients, compiling information for tax preparation and analysis input, along with many other office duties. Tina attended Silver Lake College where she earned her Bachelors degree in English with a minor in Psychology.

Tina lives in rural Two Rivers and has two children, Cole and Genna. Her interests include rummage sales, shopping, camping, reading, and most importantly spending time with family and friends. Working at LFM has allowed her the flexibility to adjust her schedule to meet the demands of family life. She enjoys the family atmosphere at LFM along with the personal contact she has with clients.

 

Carol Ulness, Accounting Associate

Carol started working at LFM in October of 2003. Carol is an Accounting Assistant working with QuickBooks records and payroll, depreciation schedules, analysis input and other various office duties. Her educational background is in Early Childhood Education. Carol was the owner and a teacher at Magic Ladder Preschool in Valders until retiring after the 2014-15 school year. Previous to Magic Ladder, Carol worked at the Miller & Miller Tax Office in St. Nazianz for five years. She and husband Loren are owners of Hi-Tower Farms LLC in Valders where Carol is responsible for payroll and records. They have three children and four grandchildren, all who live in the Valders area.

 

Jill Wittmus, Accounting Associate/Tax Preparer

Jill grew up in the Valders area and graduated from Valders High School. Jill began employment at Associated Bank shortly after graduating from high school in 1988.   She was employed as an assistant head teller and also performed employee computer training until leaving in 1997 to begin employment with LFM. Jill began working at Lakeshore Farm Management as a seasonal administrative assistant. Her responsibilities have expanded to include internal Quickbooks coordination, Quickbooks client training coordination, individual and business tax preparation, and completion of monthly client records & Quickbooks services. Jill is married and has three boys.

 

Gail McCulley, Accounting Associate

Gail started working at Lakeshore Farm Management in September 2015. Gail is an Accounting Assistant working with QuickBooks records, payroll, and has various office duties. She grew up in Valders and graduated from Valders High School. Prior to coming to LFM, she was employed by Spancrete Inc. in Valders for 27 years in the payroll department. She and her husband Mark own McCulley Dairy Farm in the Clarks Mills area and she is responsible for the farm bookwork. They have 3 grown sons. She likes to spend her free time with her family, gardening, reading and walking her dog.

 

Dean Ziegler, Consultant

Dean grew up and worked on his family’s dairy farm in Manitowoc County.  His main responsibilities were with the cattle - raising the calves, working with the heifers, and milking cows.   He later attended and received a bachelor’s degree from Lakeland College (now Lakeland University) while majoring in accounting and business administration.  Over the years, he worked in credit analysis in banking and farm credit while also working in roles including tax preparation and small business accounting.  He was hired in November, 2016 as a field consultant/tax preparer.  He lives in Howards Grove with his wife, Bonnie.  They have two daughters, Hannah and Julia.