Celebrating 50 Years

Our mission is simple.

For 50 years, we have had the privilege of living out our mission to make every community better because we’re there.

$1.9 Million Contributed

We support over 175 organizations in the areas of the Arts, Financial Literacy and Community Welfare across our footprint.

Since its inception in 1970, we continue to contribute to United Way and matching every employee donation dollar-for-dollar.

12,000+ Volunteer Hours

In addition to supporting various causes throughout the year, we host an annual Service Day where more than 1,000 associates volunteer their time assisting more than 60 organizations throughout our communities.

We believe Service Day is every day.

Our Community Involvement

Top Charitable Contributor

We are proud to be recognized by Milwaukee Business Journal as one of the top philanthropic companies in the state of Wisconsin.

2021 Top Workplace USA

We have been recognized nationally as a 2021 Top Workplace USA – a testament to a 50-year tradition of putting our clients and communities first every day. We’re proud to be a financial partner to Wisconsin families and businesses and look forward to serving your financial needs for years to come.

Our Story

Advisors Where You Live

We are proud to support the growth and success of the Greater Milwaukee community where our associates live and work. Find a local advisor who can help you work toward achieving your financial goals.

Personal Banking

Scott Haen

As Vice President, Regional Retail Manager, Scott leads a team of highly experienced bankers who are committed to building long-term relationships and providing clients with personalized financial solutions...

Mortgage Loans

Tony Petrie

As Vice President, Mortgage Field Manager, Tony uses his extensive mortgage experience to identify and address his clients’ most important financial needs. He is experienced with all aspects of the mortgage process...

Private Banking

Jackie Ruppel

As Senior Vice President, Private Banking Regional Manager, Jackie works with clients to help manage their complex financial needs with solutions designed for their individual situation. She takes pride in providing a professional...

Wealth

Jill Spielmann

As Senior Vice President, Wealth Team Lead, Jill provides fiduciary and administrative experience with our clients. She works with a knowledgeable team of skilled professionals to provide tailored wealth solutions for our clients and their loved ones.

Personal Insurance

Justin Staebler

As Personal Insurance Sales Manager, Justin is responsible for the team of Personal Insurance agents who provide home, auto and umbrella insurance solutions. He and his team are dedicated to helping individuals manage risk and protect their assets...

We're Celebrating 50 Years

From our family to yours, thank you for your continued support and the trust you place in us.

Learn more

A trailer was just the beginning.

What began with three employees working in a trailer grew to be the largest family-owned financial services company in Wisconsin.

Our Story

Your home is our home.

For half a century, we’ve dedicated ourselves to the communities where we live and work through progressive investments, philanthropic contributions and volunteer service.

How We Help

Your success is our success.

We succeed when our clients succeed. With relationships built on trust, we’ll help you plan for your family, your business and your life – today, tomorrow and for generations to come.

Your Financial Life

As your needs evolve, we do too.

Life moves quickly, and so do we. Whether face-to-face or digitally, we keep pace with the rapidly evolving financial services landscape while providing the highest level of personal service.

Navigating A Digital World

Our associates are the heart of our organization.

We empower our associates to give their best at work, at home and in the communities where they live.

Our Associates At Work

Your Home Is Our Home