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  • Should You Renovate or Move?

    If you're considering whether to renovate or move, it's crucial to understand the key considerations. Assessing these factors carefully will help you determine which option best enhances your living situation and financial health.

  • 8 Everyday Savings Tools That Put Your Money to Work

    The easiest way to build wealth over time? Following these everyday savings strategies that help you achieve your short- and long-term financial goals. 

  • College Savings Strategy: A Dad/Portfolio Manager’s Perspective on Giving, Debt, and Financial Wisdom

    As parents prep for back to school, Eric Bernal writes about how he—as a portfolio manager and father—made sure that his kids were prepared financially for college and beyond. Through custodial accounts, 529s and more, Eric shares tips for how to save for college and other expenses.

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

    This is the first part of a six-part series focused on successful succession strategy. This series will focus on a business-owning couple: William, 63 and Susan, 60 and their three children: Nancy, 28; John, 25 and Amanda, 20. While this family is fictional, it represents clients and issues I have worked with extensively over the course of the last two decades.

  • 8 Holiday Shopping Safety Tips to Help You Avoid Scams

    Avoid scams by following these shopping safety tips for the holidays.

  • Living Up to Lofty Expectations

    Living up to lofty expectations isn’t easy—be it in sports with recent Packers’ losses or in investing with AI’s promise of progress bolstering the markets. In this week’s Wealth Insights, Brian Schaefer shares what’s going right, what could go wrong and how to prepare.

  • Jon C. Donahue SVP Private Client Services Relationship Manager Certified Wealth Strategist®

    As Senior Vice President, Private Client Services Relationship Manager, Jon serves as a holistic advisor to affluent professionals and business executives throughout Greater Milwaukee. He translates his knowledge of wealth management into solutions for his clients’ business and personal financial needs. Focusing on the unique goals of each individual and family, Jon presents creative ideas and solutions to complex problems. He is dedicated to developing meaningful, lasting relationships as a trusted advisor throughout every stage of a client’s financial life cycle.

  • Jennifer Mistretta VP Private Client Services Relationship Manager

    As Vice President Private Client Services Relationship Manager, Jennifer ensures clients reach their financial aspirations by assembling a dedicated team of experts. Together, they guide clients in clarifying and articulating the impact they wish to have on the people and organizations that matter most to them. This team then crafts a tailored plan to help clients achieve their goals with confidence and precision. Jennifer follows a collaborative and customer-centric approach with a commitment to building deep relationships and providing customized solutions.

  • Scott Rescigno Wealth Fiduciary Advisor

    As Wealth Fiduciary Advisor, Scott specializes in guiding clients through a comprehensive range of financial services, including retirement planning, estate planning, wealth accumulation, charitable gifting and legacy planning. His approach is rooted in building deep, multigenerational relationships with the families he serves, with the goal of helping them create, preserve and transfer wealth across generations. By aligning each strategy with his clients’ personal values and long-term goals, Scott strives to provide clarity, confidence and continuity in every stage of their financial journey.

  • Laura Wolfgram VP Private Client Services Relationship Manager

    As Vice President Private Client Services Relationship Manager, Laura works closely with clients to understand their unique financial goals and craft strategies to achieve them. Laura's approach centers on building lasting relationships based on trust, transparency and proactive communication. Her flexible, responsive style ensures clients receive personalized strategies rather than one-size-fits-all solutions.
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