Search Results
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Retirement Plan Services
Become an employer of choice with a retirement plan tailored to fit your organization's overall benefits program, combining world‐class open architecture investment options with local personal service and effortless administration.
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John Chidester SVP Commercial Banking
As Senior Vice President, Commercial Banking, John provides financial solutions to help businesses further their strategic plans. John specializes in partnering with privately held, family-owned businesses in the Milwaukee area. With his parents both owning local businesses, John brings a unique perspective on operating family-owned businesses. He is a creative problem solver, continuously looking to address opportunities with his clients, connecting with them with appropriate solutions to help them succeed. -
Steven Reuhl SVP Wealth Sales Manager
As Senior Vice President, Wealth Sales Manager, Steven leads a team dedicated to delivering tailored financial advice and solutions while continuing to serve clients directly. He draws on his wealth management background to help both his team and his clients navigate unique financial goals, risk tolerance and lifestyle aspirations to develop strategies that maximize wealth preservation and growth. Steve takes a proactive approach by staying current on industry trends and regulatory changes to keep his team informed and his clients well-advised. He believes in the power of collaboration and strong leadership to drive optimal outcomes and lasting, positive impact on the lives of those they serve. -
Anita Resch, CFP® SVP Senior Fiduciary Services Manager
As Senior Vice President Senior Fiduciary Services Manager, Anita develops and builds personal relationships with clients and their families. She considers herself a problem solver, advisor and a friend with a heartfelt interest in financial planning, estate planning, estate settlement and family dynamics. Anita is passionate about serving her clients, collaborating with professional partners to further assist with their estate, financial and business succession planning needs. She is honored to assist families navigate complicated and unique financial matters. Through a customized and highly personal approach, Anita provides clients with education and options for solutions. -
Karla Losey, CFP®, CWS® VP Wealth Advisor
As Vice President Wealth Advisor, Karla dedicates herself to understanding the personal and professional aspirations of her clients. Drawing on her extensive background in banking, which spans from lending to business banking, she crafts tailored financial strategies to help her clients reach their goals. Karla is deeply committed to building strong, lasting relationships by actively listening and working closely with her clients to ensure their financial plans align with their unique needs and objectives. -
Grant Moll, CFP® VP Wealth Advisor
As Vice President Wealth Advisor, Grant partners with clients to navigate their wealth with confidence and clarity. His approach centers on proactive communication and strategic foresight. Grant works closely with clients to anticipate opportunities and challenges before they arise. With a commitment to building lasting relationships, he takes the time to truly understand what matters most to each client, ensuring their financial plan evolves alongside their changing needs and goals. -
Craig Hokanson SVP Regional President, Northwest
As SVP Regional President, Northwest, Craig is responsible for overseeing the success of offices in Northwest Wisconsin. He diligently works to develop and maintain crucial business relationships across his region, including but not limited to those with municipalities, manufacturers, medical facilities and real estate developers. With a strong focus on strategic partnerships and community engagement, Craig is dedicated to driving growth and fostering economic development in the region. His leadership and expertise contribute to the overall success and prosperity of the businesses and communities he serves. -
Wealth Strategy
Develop a strategy that tells your story – a story designed to care for the people you love. A story that uses your income and assets to create a legacy. A story that, when it comes to life, has the potential to maximize your happiness.
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David Dauchy, CFA® Senior Vice President – Senior Portfolio Manager
As Senior Vice President – Senior Portfolio Manager, David oversees the management of assets for investors. David adopts a consultative and collaborative approach, viewing each situation as a unique problem that requires a tailored solution for every client. He excels at simplifying complex issues, ensuring that clients can easily comprehend and navigate through them. Additionally, David effectively communicates the investment approach to his clients and provides guidance during challenging market and economic conditions. -
Michael Miller, JD VP Wealth Advisor
As Vice President Wealth Advisor, Michael excels in guiding clients to clarify and achieve their financial goals. With a deep passion for solving complex problems, he leverages his extensive background in tax law to craft strategic wealth solutions. Michael provides thoughtful, personalized service, ensuring that each client's unique financial aspirations are met with the highest level of care and support.