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Showing 41 to 50 of 297 results for Succession

  • Bryant Shurn Director of Wealth Services

    As Director of Wealth Services, Bryant oversees the firm’s advisory sales teams, strengthens growth strategies and supports initiatives to enhance client experience and sales performance across the wealth management business. He partners closely with his team to ensure client outcomes remain the center of every strategy. Bryant also plays a key role in developing his team and fostering a culture of collaboration and growth that positions the wealth team for long-term success.

  • Business Owners & Estate Plans – The Playbook

    As a succession planner, people often ask me the question “what is a succession plan?” A succession plan is a strategy created by a business owner that addresses how to use the owner’s income and assets to maximize the owner’s happiness.

  • Investing for Growth

    Strategic growth requires a strong partner to develop a comprehensive plan to meet your goals over the long term.

  • Drew Geissbuhler VP Commercial Banking Relationship Manager

    As VP Commercial Banking Relationship Manager, Drew partners with his clients on a strategy to address both longer-term and daily financial challenges, offering tailored solutions for deposits and lending. His collaborative approach ensures that he thoroughly understands each client's goals before making any recommendations, working closely with his team to deliver the best possible service.

  • Connor Schreck AVP Commercial Banking Relationship Manager

    As Assistant Vice President Commercial Banking Relationship Manager, Connor specializes in serving commercial businesses in Northeastern Wisconsin. With a personalized approach, Connor focuses on building and maintaining strong relationships while providing tailored financial advice. He takes the time to understand each client’s unique business goals and processes, allowing him to deliver customized banking solutions that meet their specific needs.

  • Chris Zillman AVP, Commercial Banking

    As an Assistant Vice President, Commercial Banking Relationship Manager, Chris proactively consults current and prospective clients in developing tailored financial solutions to meet their company’s unique needs. As an experienced commercial banker, he is committed to building strong relationships with local businesses in the community.

  • Brian Hillstrom SVP Commercial Banking

    As Senior Vice President, Commercial Banking, Brian is responsible for developing and managing relationships with closely-held businesses. He collaborates with his team across lines of business to provide his clients with the right financial solutions to succeed.

  • Andrew Dodge SVP Commercial Banking

    As Senior Vice President, Commercial Banking, Andrew specializes in commercial lending and works with clients to provide financial solutions that will have a positive impact on their business. He has a diversified background working with privately held companies in various industries throughout the communities of Racine and Kenosha.

  • Noah Recker Wealth Portfolio Analyst

    As a Wealth Portfolio Analyst, Noah manages client portfolios through meticulous rebalancing to ensure alignment with their tailored Investment Policy Statements. With a focus on tax efficiency, he navigates capital gains to minimize their impact, maximizing returns for his clients. Noah's approach is characterized by patience, in-depth knowledge and a positive outlook.

  • Eric Johnson SVP Commercial Banking Relationship Manager

    As Senior Vice President, Commercial Banking Relationship Manager, Eric leads a knowledgeable team of commercial banking professionals in the Madison region. Together, they deliver great service and sound professional financial advice to local business owners and executives.
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