Team Members

Kristi Bartel

Trust Officer

Appleton

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Amber Baumgartner

Vice President - Operations

Appleton

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Shawn Bolender

Vice President - Personal Trust Administration

Brookfield

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Jan Breitbach

Business Manager

Appleton

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Terry Bruhn

Risk and Compliance Manager

Appleton

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Adrianna Christopher

Trust Officer - Personal Trust Administration

Brookfield

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J. Robert Ellis

Senior Vice President - Personal Trust Administration

Appleton

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Joe Gardetto

Trust Officer - Personal Trust Administration

Brookfield

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Jill Gauger

Assistant Vice President - Estate and Trust Settlement

Appleton

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Jan Grant

Senior Vice President - Estate and Trust Settlement

Brookfield

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Brennan Haworth

Vice President - Personal Trust Administration

Appleton

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Andrew Klopfenstein

Trust Officer - Estate and Trust Settlement

Brookfield

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Jacqueline Kohlman

Trust Officer - Personal Trust Administration

Appleton

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Mary Lokensgard

Assistant Vice President - Personal Trust Administration

Appleton

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Melissa Mislinski

Vice President - Personal Trust Administration

Appleton

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Ray Moulis

Vice President - Business Development

Brookfield

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Kathy Perdzock

Senior Vice President

Appleton

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Michael Sessa

Senior Vice President - Market Manager

Brookfield

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Kris Snyder

Assistant Vice President - Estate and Trust Settlement

Appleton

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Tim Sugar

Vice President - Personal Trust Administration

Madison

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Steve Truchinski

Vice President - Personal Trust Administration

Appleton

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Ryan Valentine

President

Appleton

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Sarah Brown

Trust Administration Specialist

Appleton

Rachel Groeschel

Trust Operations Specialist

Appleton

Lori Harrell

Trust Administration Specialist

Brookfield

Alyssa Hoehne

Marketing Specialist

Appleton

Barb Hudson

Trust Administration Specialist

Appleton

Ashley Ittner

Trust Administration Specialist

Brookfield

Debbie Karlen

Office Administrative Specialist & Receptionist

Appleton

Michelle Kassube

Trust Administration Specialist

Appleton

Jeni Marciniak

Records Retention Specialist

Appleton

Alison Meyer

Office Administrative Specialist & Receptionist

Brookfield

Gabby Petrick

Administration Specialist - Estate and Trust Settlement

Brookfield

Christy Rank

Trust Operations Specialist

Appleton

Patricia (Pat) Robinson

Administration Specialist - Estate and Trust Settlement

Appleton

Victoria Simon

Trust Administration Specialist

Appleton

Romaine Strauss

Trust Operations Specialist

Appleton

Kari Tolvstad

Business Administration Specialist

Appleton

Nicole Wachter

Trust Administration Specialist

Appleton

Jeannette Zielinski

Trust Administration Specialist

Appleton