Showing 261 to 270 of 555 results for Planning

  • When Retirees Give Away Too Much Money

    Certain retirees give away too much of their savings, advisors lament. Others cling to their wealth more than necessary. Both can be a problem. What should advisors do to help their retiree clients achieve a happy medium?

  • Your Money. Your Mission.

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

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

    As Senior 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.
  • Brooke Harycki VP Private Banking Certified Wealth Strategist®

    As Vice President Private Banking, Brooke combines her deep financial knowledge of banking and lending with her ability to make every client feel genuinely valued and understood. She approaches Private Banking with precision, intentionality and a concierge-level commitment to each client's unique goals. She is a trusted partner who’s invested in helping elevate her client’s financial lives.
  • 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.
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