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  • 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.

  • Tony Petrie VP Mortgage Field Manager

    As Vice President, Mortgage Field Manager, Tony uses his extensive mortgage experience to identify and address his clients’ most important financial needs. He is experienced with all aspects of the mortgage process, using his knowledge to develop customized solutions to help clients meet their long-term objectives. Placing an emphasis on exceptional customer service, Tony enjoys building trusted partnerships with a commitment to making his clients feel confident and comfortable throughout the entire decision-making process.

  • Jeffrey Budzisz, CTFA, AWMA® SVP Wealth Advisor

    As Senior Vice President, Wealth Advisor, Jeff believes the best financial recommendations and solutions come from devoting the time up front to get a detailed view of each client’s unique situation. He focuses on designing and implementing investment strategies to help high net worth individuals and families, as well as corporations, meet their goals. His consultative planning approach includes helping people manage their investments and income at every stage of their lives.

  • Joel Bailey, CTFA SVP Wealth Advisor

    As Senior Vice President, Wealth Advisor, Joel assists clients in the areas of asset management, retirement planning, estate planning and trust administration. He also works closely with local businesses to design investment solutions for their corporate retirement plans.

  • John Keller, CWS®, CTFA SVP Wealth Advisor

    As Senior Vice President, Wealth Advisor, John works with a team of knowledgeable portfolio managers, private bankers and other skilled professionals to provide custom wealth solutions, incorporating personalized financial and estate planning concepts to individuals and their families. In addition, John works with nonprofit organizations to identify the organizations' investment objectives and develop an investment policy statement that addresses both current spending needs and long-term objectives.

  • Annette Hellmer, CFA® SVP Portfolio Manager

    As Senior Vice President, Portfolio Manager, Annette helps individual, institutional and not-for-profit clients meet their financial objectives. She is dedicated to thoroughly understanding her clients’ goals, concerns, risk tolerance and time horizon, in order to deliver sound investment solutions to help meet their unique needs.

  • Tyler Mosley, CTFA VP Wealth Advisor

    Tyler assists our clients with a variety of services including processing account distributions, creating performance reports and client presentations, as well as assisting clients in resolving their issues. He understands our clients come to us for a service, but they also see us as their partner. They are putting considerable trust in us, which Tyler takes very seriously. He has a very personal style, and loves listening to people to get a feel for what makes them tick. This allows him to build a rapport and ultimately a strong relationship with his clients.

  • Kyle Tripp, CFA®, CFP® SVP Wealth Portfolio Manager

    As Senior Vice President, Wealth Portfolio Manager, Kyle is dedicated to understanding your financial goals and helping you reach them. He specializes in crafting plans and investment portfolios with a focus on limiting your exposure to risk. Kyle is also adept at explaining and adjusting that strategy based on the current financial environment.

  • Everything You Need to Know About Buying a Second Home

    Whether you’re looking for a vacation retreat, an investment property or a place to retire, this guide provides you with the knowledge needed to buy a second home with confidence.

  • 6 Financial Resolutions for the New Year

    A new year is a time for a fresh start. Maybe you plan to make more trips to the gym, eat healthier, develop in your career, or learn a new hobby. Or maybe 2023 is the year you plan to buckle down on your personal finances. Whatever your financial goals for the new year, the first step is simply getting started. Gail Enke, SVP, Private Banking Regional Manager, shares a few common financial resolutions and how to create and sustain healthy habits throughout the year.

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