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Team Members

Our Officers

Amber_Baumgartner

Amber Baumgartner

Vice President - Operations, Shareholder, Director
Appleton

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Shawn Bolender

Vice President
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
Brookfield

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J. Robert Ellis

Vice President, Shareholder, Director
Appleton

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Joe Gardetto

Trust Officer
Brookfield

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Jill Gauger

Assistant Vice President - Estate and Trust Settlement
Appleton

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Jan Grant

Vice President - Estate and Trust Settlement
Brookfield

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Brennan Haworth

Vice President, Shareholder, Director
Appleton

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Andrew Klopfenstein

Trust Officer - Estate and Trust Settlement
Brookfield

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Jacqueline Kohlman

Trust Officer
Appleton

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Mary_Lokensgard

Mary Lokensgard

Assistant Vice President
Appleton

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Melissa Mislinski

Vice President, Shareholder, Director
Appleton

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Ray_Moulis

Ray Moulis

Vice President
Brookfield

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Kathy Perdzock

Vice President, Shareholder, Director
Appleton

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Michael Sessa

Vice President, Shareholder, Director, Market Manager
Brookfield

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Kris Snyder

Assistant Vice President - Estate and Trust Settlement
Appleton

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Steve Truchinski

Vice President
Appleton

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Ryan Valentine

President, Shareholder, Director
Appleton

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Our Staff

Kristi Bartel

Trust Administrator
Appleton

Sarah Brown

Trust Administration Specialist
Appleton

Rachel Groeschel

Trust Operations Assistant
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

Nicole Wachter

Trust Administration Specialist
Appleton

Jeannette Zielinski

Trust Administration Specialist
Appleton

Interested in joining our team?

If you think you’re the right fit for our growing team, please contact us or view our open positions.

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