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  • Jennifer Aceto AVP Branch Manager

    As Assistant Vice President, Branch Manager, Jen leads a team of knowledgeable financial professionals to provide exceptional service and help clients achieve their goals. Jen also works with clients to understand their complete financial picture and provide personalized solutions.

  • Mindy Robinson AVP Branch Manager

    As Assistant Vice President, Branch Manager, Mindy oversees the Waukesha branch. Together with her team, she works to ensure that each client is given the attention, knowledge, and high level of care they deserve. With a strong attention to detail, Mindy prioritizes the unique needs of each client to help them achieve their financial goals.

  • Shelley Peoples Officer, Branch Manager

    As a dedicated Branch Manager, Shelley provides personalized financial solutions that cater to her clients’ needs. She excels in building strong relationships, offering tailored financial advice to help you achieve your financial goals. Shelley is also committed to her team’s development, nurturing an atmosphere of growth and excellence. Her dedication to exceptional customer service and her comprehensive knowledge of financial solutions establishes her as a trusted leader and advisor in our community.

  • Andrew Tews Senior Relationship Banker

    As Senior Relationship Banker, Andrew addresses his clients’ immediate banking and future financial needs. His ultimate objective is to assist individuals in achieving their unique vision of financial freedom. Andrew values a proactive approach, anticipating his clients' needs before they arise.

  • When a Parent Experiences Cognitive Decline

    It's challenging, yet important to plan and prepare for a parent experiencing cognitive decline. Johnson Financial Group's Kelly Mould provides insight on how the role of healthcare and finance power of attorney documents play in achieving peace of mind. 

  • A New Year's Resolution

    One of our client's spouse spent the better part of 20 years—maybe even more—trying to convince her husband to get their estate plan in order.

  • Can You Spot a Phishing Scam?

    Learn how to spot phishing scams and protect your accounts from fraudsters. Discover the red flags in text messages, emails, phone calls, and person-to-person payment apps. We’ve partnered with the American Bankers Association and banks nationwide to fight phishing — one scam at a time.

  • A Shift in the Tech Landscape

    Ron Lehmann, Director of Retirement Plan Services, was featured in Plan Adviser to discuss the essential role of cybersecurity and the changing tech landscape.

  • A Celebration of Independence

    This Independence Day, Director of Wealth Strategy Joe Maier, JD discusses why reframing retirement as aiming for “financial independence” can help investors get in the right mindset to meet their financial goals.

  • Hans Wiedenbeck AVP Branch Manager

    As Assistant Vice President Branch Manager, Hans leads the personal banking team in downtown Madison. His passion lies in nurturing associates to reach their full potential, enabling them to deliver exceptional service to our valued clients. When it comes to clients, Hans adopts a personalized approach, striving to comprehend their financial requirements and aspirations. By doing so, he ensures that he can fulfill their short-term and long-term needs effectively.
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