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Showing 211 to 220 of 596 results for Succession Planning

  • Building a Legacy

    Joe Maier discusses the importance of estate planning and legacy building when exiting a business and provides tips on how to build a legacy, common mistakes to avoid and the role of a financial advisor in the process.

  • Starting Out

    You just finished your residency and you are starting your career as a doctor. Maybe you’re preparing to sign your first employment contract. Or, perhaps you have already signed a multiyear contract that will come with a significant increase in income. We want to help set you up for success with financial strategies and solutions to ensure your money continues to grow as you mature in your career.

  • Steve Sosnowski SVP, Commercial Real Estate Regional Manager

    As Senior Vice President Commercial Banking Regional Manager, Steve oversees the origination and management of Commercial Real Estate loans for developers and investors in the Madison area. With an extensive background in Commercial Real Estate, he possesses in-depth knowledge in derivatives, LIHTC lending and various asset classes within the sector. Steve is committed to a client-centered approach, prioritizing tailored solutions and strategic support to meet the unique needs of each developer and investor he works with.

  • Shannon Garrity SVP Public Sector Banking

    As Senior Vice President, Public Sector Banking, Shannon collaborates with public entities to provide guidance, partnerships and financial tools that'll create efficiencies in support of their mission. Shannon enjoys getting to know people on a deeper level, which allows her to establish trusted relationships with clients. She has vast experience serving a diverse range of clients including government entities, school districts and utilities.

  • You Better Think… About Your Financial Legacy

    Aretha Franklin, John Denver and James Gandolfini all made one mistake—they did not have adequate estate planning documents in place at the time of their deaths. In this week’s Wealth Insights article, Elizbeth Pfeuffer shares how you can make sure that your estate plan protects your heirs and your legacy.

  • Sean Malaney SVP Commercial Real Estate

    As Senior Vice President, Commercial Real Estate Relationship Manager, Sean partners with clients to deliver both credit and non-credit solutions tailored to their specific needs. His approach starts with listening — taking the time to understand a client's full story before structuring a path forward. Sean has extensive experience across various CRE solutions and a wide range of economic environments, so he can advocate what’s best for his clients and their unique situations.

  • Eric Bernal SVP Wealth Advisor & Portfolio Manager

    As Senior Vice President, Wealth Advisor & Portfolio Manager, Eric works with the wealth team to understand clients’ goals and objectives for investment savings. He also constructs portfolios while providing ongoing management to help clients reach their goals. Eric understands the importance of communication and asking questions to help clients identify what they are trying to accomplish. Once goals and expectations are determined, Eric enjoys building strategies and executing a plan to succeed.

  • Claude, Chat, LinkedIn and TikTok: How Much Should I Put in My 401K?

    Social media is rife with financial advice – but new grads are asking is any of it good? After serving on a panel last week, Director of Wealth Strategy Joe Maier, JD took a look at the types of advice that AI chatbots produce and what is common on social media. In this week’s Wealth Insights article, he shares his finding: some advice is good, some is awful and most is somewhere in the middle.

  • Treasury Management

    We understand that efficiently managing cash flow is essential to your growth and success. Let us help you find a customized approach that works for your company.

  • Trump Accounts: What Are They and Are They Right for Your Child?

    If you had a child in 2025, or are expecting one before the end of 2028, your child is eligible for a Trump Account, also known as a Section 530A account. Michael Miller, VP Wealth Advisor, writes in this week’s Wealth Insights about the benefits of these new accounts and how they can slot into your financial plan.

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