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Showing 211 to 220 of 555 results for Planning

  • Successful Succession Part III of VI: How To Maximize The Impact Of Business Transition

    This is the third part of a six-part series focused on planning and implementing a successful succession strategy. The series focuses on a business-owning couple—William, 63 and Susan, 60—along with their three children: Nancy, 28; John, 25 and Amanda, 20.

  • Writing a Story Worth Retelling

    This is part of an ongoing series of articles about estate planning and succession planning, written by Joe Maier, JD, CPA, Senior Vice President, Director of Wealth Strategy

  • Establishing Goals and Savings Strategies

    Join us for a reality-based conversation to better understand saving strategies and goal planning.

  • Mastering Growth in Business

    Matt Haas, SVP Business Banking Manager shares practical insights on planning for growth, building the right team and leveraging financial solutions to support your business goals.

  • Ash Noble SVP Commercial Banking

    As Senior Vice President, Commercial Banking, Ash draws on nearly 20 years of experience in commercial banking. Using his extensive knowledge and experience, he develops and structures commercial loans and services that are specific to each of his clients’ needs.  Through a relationship built on trust, it is Ash's goal to be viewed as an advisor for his clients. 

  • Al McIlwraith VP Private Banking Certified Wealth Strategist®

    As Vice President, Private Banking, Al works directly with his clients to address all aspects of their financial life, from day-to-day banking and lending needs to longer term wealth management objectives. He has worked in the financial services industry since 1987 and brings diverse experience.

  • Natalie Klika AVP Private Banking

    As Assistant Vice President, Private Banking, Natalie partners with a team of knowledgeable financial professionals to provide exceptional service and help clients achieve their goals. She works with clients to understand their unique financial picture and provides tailored solutions to meet their needs.

  • Jon Wangerin SVP Private Banking Area Manager Certified Wealth Strategist®

    As Senior Vice President, Private Banking Area Manager, Jon assists affluent clients and families to identify financial solutions and lending options that fit their specific needs. He and his team, focus on building long-term relationships and providing a high level of service to ensure you receive the best possible client experience.

  • Kyle Vitkus VP Commercial Banking

    As Vice President, Commercial Banking, Kyle works to develop long-term relationships with his clients by providing them with comprehensive solutions and sound advice.

  • Mary Wallisch VP Private Banking Certified Wealth Strategist®

    As Vice President, Private Banking, Mary's focus is on helping clients achieve their financial goals by truly understanding what is most important to them. As a Certified Wealth Strategist®, she builds strong relationships with her clients, working with them as a trusted advisor and providing tailored solutions for their unique financial needs.
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