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  • Find Your “Why” About Charitable Giving

    Wealth Strategist, Joe Maier, JD, points out that while taxes and costs are significant in charitable giving, they shouldn't overshadow the primary focus. Prioritizing these aspects before defining your mission can lead to suboptimal outcomes. Starting with your 'why'—the values and reasons behind your giving—ensures that your efforts are both impactful and personally fulfilling.

  • John Buresh SVP Commercial Real Estate Regional Manager

    As Senior Vice President, Commercial Real Estate Manager, John and his team work hard to build and maintain relationships with clients including professional real estate developers and investors based in Southeastern Wisconsin. John likes to understand as much as he can about his clients’ needs. From there, he makes honest recommendations on the most appropriate solutions to fit their unique situation. John focuses on clients’ long term success, with a goal of becoming their longtime trusted advisor.

  • Sean Malaney SVP Commercial Real Estate

    As Senior Vice President, Commercial Real Estate Relationship Manager, Sean partners with clients to deliver both credit and non-credit solutions tailored to their specific needs. His approach starts with listening — taking the time to understand a client's full story before structuring a path forward. Sean has extensive experience across various CRE solutions and a wide range of economic environments, so he can advocate what’s best for his clients and their unique situations.

  • Succession Planning: It's All About Happiness

    As someone who spends so much time working with business owners on succession planning, I am always amazed at how many different and sometimes inconsistent descriptions are used by professionals to describe what succession planning is. 

  • What would cause markets to react after Fed meeting

    The bond market may get a boost after the Jan. 29‐30 Federal Open Market Committee meeting, according to observers who expect the panel to provide further signals of a pause in rate increases and a softening of its stance on balance sheet normalization.

  • Business Succession Planning

    As a multigenerational family business, we are attuned to the needs of business owners at every stage, from that initial creative spark to your retirement and beyond.

  • Business Succession Planning

    As a multigenerational family business, we are attuned to the needs of business owners at every stage, from that initial creative spark to your retirement and beyond.

  • Supplier Registration Form

    Supplier Registration Form

  • Business Cash 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 business.

  • How to Maximize Your Pension Plan Payments in Retirement

    Your airline's pension plan, or defined benefit plan (A Plan/PBGC), is designed to provide you with a lifetime of income in retirement—your retirement “paycheck.”

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