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Meet our Board of Advisors

Daniel Rashke
Chief Executive Officer

Daniel N. Rashke is Chief Executive Officer and owner of TASC. Employed in the tax-advantaged employee benefits field since 1983, Dan is proficient in the tax, insurance, and investment arenas. Dan currently serves as a Board Member for the Greater Madison Chamber of Commerce and formerly served as the Campaign Chair of the United Way of Dane County, Board of Directors for State Bank of Cross Plains, American Family Children’s Hospital Development Partners Advisory Board, and the Meriter Hospital and Meriter Health Services Board of Directors.

Dan is very active in operations, development, marketing, and sales at TASC. More than 65,000 Clients participate in TASC’s comprehensive administration of benefits account management (FSA, HRA, HSA), compliance administration (ERISA, ACA Employer Reporting, Non-Discrimination, etc.), and separation services administration (COBRA, FMLA, Retiree Billing).

Under Dan’s direction TASC continues to grow by providing innovative solutions that protect the bottom line and ensure peace of mind for those it serves.

Karen Garrett

Karen Garrett’s long career as an attorney in the financial services space provided her with unique insights to carry forward while serving as strategic business counsel and assisting financial services companies with navigating the complex and rapidly changing landscape of the emerging FinTech market. A strong communicator and trusted problem-solver, Karen is a valued advisor and board director, fostering innovation while ensuring financial stewardship.

In addition to being a sought-after national speaker on a variety of topics (including the impact of technology pressures on financial institutions), Karen is a recognized industry expert in regulatory matters and product development strategy with specific expertise in digital and emerging payment systems.

Karen leverages more than 35 years of experience as internal and external counsel serving local, regional, and national banks as well as financial companies and was co-leader of the Financial Services Practice Group at Stinson, LLP.

Karen earned a J.D. from Northwestern University and B.A. from the University of Missouri-Columbia.

 

Bill Hughes

Bill Hughes is a Partner with Husch Blackwell and a member of their Technology, Manufacturing & Transportation team. Bill has more than 25 years of experience representing employers, including advising and defending employers in connection with employment discrimination matters, terminations, retaliation claims, sexual harassment claims, allegations of failure to accommodate a disability, wage claims, and alleged violations of many other employment related statutes.

Bill also has extensive experience in drafting, negotiating, arbitrating and litigating executive employment agreements, severance agreements, noncompetition and confidentiality agreements and other agreements providing for the protection of employers’ customer relationships, confidential information and intellectual property.

Bill has degrees from George Washington University, Marquette University Law School, and the U.S. Air Force Academy. He is included in The Best Lawyers in America® in Employment Law - Management (2014-2016) and is a member of the State Bar of Wisconsin and the American Bar Association.

 

Eric Johnson

Eric Johnson is the Senior Vice President of Commercial Banking for Johnson Bank, a part of Johnson Financial Group, a privately held, full service financial services company, based in Racine, Wisconsin. Eric has many years of experience with Commercial, Small Business, and Consumer Lending, Commercial Banking Loans, Lines of Credit, Credit Analysis, and Financial Analysis.

He also has extensive experience in problem solving and quick decision‐making, effective communication, peer relations, and general business knowledge.

Eric has a Bachelor’s of Arts in Economics and a Graduate degree from the School of Banking from the University of Wisconsin – Madison. He is a Past President of East Side Rotary Club and the Past Board President for First Tee of Madison (a non‐profit group working to bring golf to disadvantaged youth), and is also involved in Heart Association and the Heart Walk of Madison.

 

David Lee

David Lee is Managing Director of TCB Enterprise. In addition to realizing the Enterprise’s strategic and economic goals by managing the portfolio of investments, he also strives to fulfill the TCB ethos of “Win, Do Good, Deliver Peace of Mind” at an accelerated pace.

David is a strategic thinker and highly motivated leader, bringing knowledge of large governmental agencies, building enterprise value, and capital investments. His regular engagement with commercial and academic partners (as well as being a frequent speaker at cyber, data analytics, and data privacy conferences) provides unique access to innovation within applied sciences and digital technology.

David has a Bachelor of Business Administration in Finance from James Madison University, Master of Science in Information Systems/Telecommunications from The Johns Hopkins University, and an Executive Certificate in Management and Leadership from Massachusetts Institute of Technology (MIT).

He serves his community as a Board Member for The GiveBack Foundation, James Madison University’s Executive Advisory Council for the College of Integrated Science & Engineering, National Child Research Center, and Committee Chair for TASC’s Security Advisory Committee.

 

Patti Rashke

Patti Rashke is a non-operating owner at TASC. With more than 15 years of experience in the accounting field, she has held positions at M&I Bank and Meriter Health Services, both in Madison. As Budget Manager of Meriter Hospital, she assisted in long-term strategic financial planning and was responsible for the annual operational budget and for cost analysis of business operations and labor contracts.

Patti currently concentrates on entities within Rashke Holdings, including the Dan & Patti Rashke (TASC) Family Foundation.

Patti holds a Bachelor of Science degree in accounting from the University of Wisconsin-Stevens Point and the CPA designation. She serves on the Board of Directors for Generations Fertility Care, a collaboration between UW-Health and UnityPoint Health-Meriter, and as Treasurer of the Board of Directors at Gilda’s Club-Madison, a cancer support community.

 

Fred Robertson, MD

Fred Robertson spent more than a dozen years as a practicing anesthesiologist before becoming the President and CEO of GE Marquette Medical Systems. After this post, he served as Assistant Professor of Anesthesiology at the Medical College of Wisconsin, then as President and CEO of TomoTherapy Inc. in Middleton, Wisconsin. Fred is National Association of Corporate Directors (NACD) Directorship Certified™. This program equips directors with the foundation of knowledge sought by boards to effectively contribute in the boardroom.

Since retiring from TomoTherapy, Fred has been a member of and now serves as Board Chairman for the Morgridge Institute for Research Board of Trustees. He also serves on the board of the University of Wisconsin Foundation, currently as Chair of the Governance and Nominating Committee, whose primary functions are to oversee matters of corporate governance and to recommend prospective candidates for nomination to the Board.

Fred earned his medical degree from and is a faculty member with the Department of Anesthesiology at UW–Madison’s School of Medicine & Public Health. He completed his internship and residency at the University of California-San Francisco, and also holds an MBA from San Diego State University.

 

Rick Roy

Rick Roy is the Founder and Managing Partner of RER Advisors, LLC. Prior to founding RER Advisors, he served as Senior Executive Partner with Gartner Inc., the world’s largest technology research and advisory firm, as well as CIO of CUNA Mutual Group. Rick’s organizations have been honored with multiple industry awards, including the CIO 100, Information Week 500/Elite 100, and InfoWorld 100.

Rick is a strategic advisor on business strategy and technology and has worked with the CEOs, Boards, and CIOs of the following clients: Ford Motor, OneAmerica Financial, GM Finance, CME Group, Baxter Health Care, Shire/Baxalta, Abbott Laboratories, GE Health Care, Baker Tilly International, Grant Thornton, S.C. Johnson, Cargill, Country Financial Corp., Ahead, Lurie Children’s Hospital, and CCC Information Services.

In addition to being a nationally recognized thought leader and speaker in the financial services, insurance, and technology industries, Rick has appeared in leading media outlets including The Wall Street Journal, NBC Nightly News, CIO, InformationWeek, Insurance Networking News, and Insurance & Technology.

Rick holds a BBA from University of Wisconsin—Milwaukee, MBA from Marquette University, and a Program of Negotiation (PON) from Harvard Law School.

 

Click here for Emeritus Board Members.

 

FSA - SECTION 125 - FLEXIBLE SPENDING ACCOUNTS | | HSA - HEALTH SAVINGS ACCOUNTS | COBRA ADMINISTRATION | FMLA ADMINISTRATION | ERISA ADMINISTRATION |