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  • What “It’s a Wonderful Life": Teaches Us About Emotional Balance Sheets and What Really Matters

    When it comes to financial planning, balancing emotional balance sheets is just as important as balancing the financial ones. Identifying why money has meaning to you can help you make sure that you can align your plan with the things that matter most to you. Learn more here. 

  • Areas of Specialization

    We have a team of experienced wealth advisors that specialize in working with foundations, endowments, hospitals and senior living communities. Fulfilling the mission of your organization calls for committed employees, involved volunteers and sound strategic planning.

  • Accounting

    You’re focused on delivering accurate financial and tax information to your clients, and you expect the same from your financial partner. We agree.

  • Treasury Management

    We understand that efficiently managing cash flow is essential to your growth and success. Let us help you find a customized approach that works for your company.

  • Community Involvement

    Giving back is in our DNA. Our people collectively volunteer tens of thousands of hours each year, including the American Birkebeiner ski race in Hayward, Wisconsin.

  • Annie Kress Mortgage Loan Officer

    As Mortgage Loan Officer, Annie assists clients in finding the best loan to help them make their dream of homeownership a reality. She builds a relationship with each client to ensure a positive experience during the entire homebuying process. Annie understands that everyone’s financial needs change throughout their lifetime. She is here to help facilitate decisions and tailor solutions that complement each client’s unique lifestyle and priorities. Using her vast experience in banking and lending, Annie is uniquely prepared to provide clients with exceptional care and support for their mortgage needs.

  • Dawn Merritt VP Senior Mortgage Loan Officer

    Trust is a huge part of choosing your mortgage lender. Dawn has earned the reputation of integrity with her past clients and business partners. As Vice President, Senior Mortgage Loan Officer, her customer-centered approach and take-charge personality are what clients see. Behind the scenes is Dawn's strong legal and real estate sales background — expertise that benefits her clients. Dawn truly enjoys finding ways to help clients realize their dreams of owning a home or to reduce their debt to achieve financial freedom.

  • 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.

  • Justin Schoen AVP Senior Mortgage Loan Officer

    As Assistant Vice President, Senior Mortgage Loan Officer, Justin is passionate about helping individuals and families achieve their homeownership dreams. He prides himself on providing personalized guidance, clear communication and tailored solutions to meet each client's unique financial goals. Whether you're purchasing your first home, refinancing or exploring new lending options, he strives to make the mortgage process smooth, transparent and stress-free. Justin is committed to building lasting relationships based on trust and exceptional service.

  • Jason Herried, CFA® SVP Director of Equity Strategy, Portfolio Manager

    As Senior Vice President, Director of Equity Strategy, Portfolio Manager, Jason develops and builds customized portfolio strategies for individual, institutional and non-profit clients. This includes investment policy review and development, portfolio construction, manager and security selection and performance reporting. Jason also serves as a member of the firm's Investment Committee and leads the Equity Strategy Group.
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