Team Members

Jorge Aguilar Segura

Assistant Vice President - Personal Trust Administration

Brookfield

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Kristi Bartel

Trust Officer

Appleton

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Amber Baumgartner

Vice President - Operations

Appleton

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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

Assistant Vice President - Personal Trust Administration

Brookfield

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J. Robert Ellis

Senior Vice President - Personal Trust Administration

Appleton

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Forrest Fuller

Trust Officer - Personal Trust Administration

Madison

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Joe Gardetto

Assistant Vice President - Personal Trust Administration

Brookfield

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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

Assistant Vice President - Estate and Trust Settlement

Brookfield

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Jacqueline Kohlman

Assistant Vice President - 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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Mitchell Peters

Trust Officer - Estate and Trust Settlement

Appleton

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Michael Sessa

Senior Vice President - Market Manager

Brookfield

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Tori Simon

Personal Trust Administrator

Appleton

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Kris Snyder

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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Russell Wood

Vice President - Personal Trust Administration

Appleton

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Sarah Brown

Trust Operations Specialist

Appleton

Hannah Ceskowski

Trust Administration Specialist - Estate & Trust Settlement

Brookfield

Michele Gibbs

Trust Administration Specialist

Madison

Christy Graverson

Trust Operations Specialist

Appleton

Rachel Groeschel

Trust Operations Specialist

Appleton

Lori Harrell

Trust Administration Specialist

Brookfield

Debbie Karlen

Office Administration Specialist & Receptionist

Appleton

Michelle Kassube

Trust Administration Specialist

Appleton

Jennifer (Jennie) Kaufman

Trust Administration Specialist

Appleton

Jeni Marciniak

Records Retention Specialist

Appleton

Curt Pfaff

Trust Administration Specialist

Brookfield

Debra Ray

Trust Administration Specialist

Appleton

Matthew (Matt) Spaeth

Trust Administration Specialist

Appleton

Romaine Strauss

Trust Operations Specialist

Appleton

Nicole Wachter

Trust Administration Specialist

Appleton

Sue Wasserman

Trust Administration Specialist

Brookfield

Jeannette Zielinski

Trust Administration Specialist

Appleton