Search Results

Showing 251 to 260 of 531 results for Planning

  • Your Money. Your Mission.

    Conversations to help you maximize your wealth by turning complex financial situations into actionable advice. 

  • 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.

  • Selina Garcia VP Private Client Services Relationship Manager Certified Wealth Strategist®

    As Vice President, Private Client Services Relationship Manager, Selina serves as a trusted advisor to her clients, simplifying complex financial matters and helping them preserve and grow their wealth. She partners closely with internal teams, like commercial, mortgage and wealth management, to deliver a holistic approach that ensures clients receive the highest level of service. Selina follows a highly personalized, proactive and relationship-focused approach by taking the time to understand each client’s unique goals so she can provide tailored solutions to fit their needs.

  • Melissa Pharo VP, Commercial Banking

    As Vice President, Commercial Banking, Melissa aims to develop and maintain strong client relationships with businesses throughout the Madison area. Melissa has an ability to quickly build trusted partnerships with colleagues, prospects and clients alike. While she serves organizations in a variety of industries, she works closely with school districts, nonprofits and municipalities. Melissa takes pride in getting to know people to understand their lives and what is most important to them.

  • Nick Abresch VP, Commercial Banking

    As Vice President, Commercial Banking, Nick develops and maintains strong, long-term relationships with a variety of closely held businesses. He is viewed as a trusted advisor by his clients, taking the time to listen and understand their needs, while ensuring their access to strategic banking solutions to meet them. Nick works with businesses in a variety of industries with solutions ranging from working capital, machinery and equipment, real estate, management buyouts and acquisitions. Collaborating with a dedicated group of lenders, credit and treasury management professionals, Nick delivers tailored solutions to meet clients’ needs while guiding them through the process to make it as simple and effective as possible.

  • Heidi Rollin Private Banking Officer

    As a Private Banking Officer, Heidi builds meaningful connections with her clients by understanding their unique financial stories and goals. Heidi excels in navigating complex financial situations, always striving to exceed client expectations. Her approach is both thorough and empathetic, ensuring her clients feel supported and valued every step of the way.

  • Claire Wordell Wealth Portfolio Analyst

    As a Wealth Portfolio Analyst, Claire partners with advisors and clients to deliver guidance on portfolio allocations, strategic recommendations and market dynamics. She works to ensure that portfolios align with clients’ overall financial picture through asset-allocation guidance, strategic rebalancing and ongoing Investment Policy Statement evaluation. Claire is committed to demystifying the investment process through clear education and meaningful relationships, empowering clients to navigate their financial journey with confidence as they work toward their long-term goals.

  • Mark Gregory SVP Regional President, Southcentral

    As SVP Regional President, Southcentral, Mark is responsible for nurturing and developing long-term client relationships in the Janesville market. He works with you and your business to design, provide and service financial solutions as well as risk and asset management services. His diverse banking background gives him a unique perspective and enables him to offer solutions to clients with complex financial needs.

  • Chuck Salzwedel SVP Private Client Services Relationship Manager Certified Wealth Strategist®

    As Senior Vice President, Private Client Services Relationship Manager, Chuck focuses on helping clients meet their goals and objectives through a holistic approach to personal finance. By being a good listener and sharing a genuine interest for his clients’ needs, Chuck believes the best financial recommendations and solutions come from devoting the time up front. With a solid understanding of the complex issues associated with wealth, Chuck translates this knowledge into solutions as clients go through different life stages.

  • 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.
Back to Top