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  • Julie Grosso, CTFA AVP Wealth Fiduciary Administrator

    As Assistant Vice President, Wealth Fiduciary Administrator, Julie provides trusted support to individuals and families navigating trust and estate administration. She partners closely with clients, advisors and professional service providers to ensure fiduciary responsibilities are handled with accuracy, transparency and care. With a strong attention to detail and a thoughtful, client focused approach, Julie helps simplify complex administrative and tax related matters while keeping clients informed every step of the way. Her goal is to deliver dependable service and peace of mind throughout the fiduciary relationship.

  • Joe Maier, JD, CPA SVP Director Wealth Strategy

    As Senior Vice President, Director of Wealth Strategy, Joe is knowledgeable in helping clients with their business succession, financial and estate planning and fiduciary needs. He has a breadth of experience serving family businesses and a deep understanding of wealth transfer strategies. Along with strong leadership and collaboration in corporate and private law practice environments, Joe is well-versed in working with family offices, business owners, and corporate executives to help them meet their wealth and legacy planning goals.

  • I'm 50, My Husband is 58. We Make $350k a Year, Have No Debt and Have $1M Saved. Now What?

    Learn more as SVP Portfolio Manager, Eric Bernal is featured in MarketWatch, sharing insight on how to move forward with clarity, not noise, after building wealth.

  • Financial Advisors Have Feelings Too

    In this week's commentary, Portfolio Manager Brian Schaefer steps back from current market dynamics to share how the Investment Committee goes about its work.

  • Steve Herbst VP Wealth Advisor

    As Vice President, Wealth Advisor, Steve partners with clients to navigate their financial journey with confidence and clarity. His approach begins with comprehensive financial planning — taking the time to truly understand each client's goals and how best to serve their family's investment needs. Steven is committed to building lasting relationships, coordinating a consistent client service experience and delivering thoughtful advisory guidance through every stage, from discovery and implementation to ongoing care of the relationship.

  • Loren Fellows SVP Mortgage Production Manager

    As Senior Vice President, Mortgage Production Manager, Loren leads a team of mortgage loan officers across Wisconsin, drawing on the deep industry knowledge she's built since 2003. Driven by a passion for expanding access to homeownership and its power to transform financial outcomes for families across generations, she focuses on sustainable homeownership through education, empowerment and access to critical resources. Rooted in the communities she serves, Loren and her team live and work in the same markets as their clients, helping individuals and families — regardless of income, background or stage of life — navigate their homeownership journey with clarity and confidence.

  • Grant Moll, CFP® VP Wealth Advisor

    As Vice President Wealth Advisor, Grant partners with clients to navigate their wealth with confidence and clarity. His approach centers on proactive communication and strategic foresight. Grant works closely with clients to anticipate opportunities and challenges before they arise. With a commitment to building lasting relationships, he takes the time to truly understand what matters most to each client, ensuring their financial plan evolves alongside their changing needs and goals.

  • 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.

  • Kathy Ciszewski SVP Private Client Services Relationship Manager CFP®, CEP®

    As Senior Vice President, Private Client Services Relationship Manager, Kathy strongly believes in the holistic view of personal finance and ensuring that each part works in unison to meet the goals and objectives critical for individual clients. Kathy concentrates her time on delivering exceptional service and executing and coordinating the delivery of comprehensive financial planning.

  • 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.
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