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Team Members

Our Officers

Jorge Aguilar Segura

Jorge Aguilar Segura

Assistant Vice President - Personal Trust Administration

Brookfield

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Kristi

Kristi Bartel

Trust Officer

Appleton

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Amber Baumgartner

Amber Baumgartner

Vice President - Operations

Appleton

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Breitbach, Jan

Jan Breitbach

Business Manager

Appleton

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Terry_Bruhn_023

Terry Bruhn

Risk and Compliance Manager

Appleton

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woman

Adrianna Christopher

Assistant Vice President - Personal Trust Administration

Brookfield

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Bob Ellis

J. Robert Ellis

Senior Vice President - Personal Trust Administration

Appleton

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Forrest Fuller

Forrest Fuller

Trust Officer - Personal Trust Administration

Madison

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Jan_Grant

Jan Grant

Senior Vice President - Estate and Trust Settlement

Brookfield

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Brennan-new

Brennan Haworth

Vice President - Personal Trust Administration

Appleton

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Andrew Klopfenstein

Andrew Klopfenstein

Assistant Vice President - Estate and Trust Settlement

Brookfield

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Kohlman, Jaci

Jacqueline Kohlman

Assistant Vice President - Personal Trust Administration

Appleton

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Mary Lokensgard

Mary Lokensgard

Assistant Vice President - Personal Trust Administration

Appleton

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Mislinski, Melissa

Melissa Mislinski

Vice President - Personal Trust Administration

Appleton

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Ray_Moulis

Ray Moulis

Vice President - Business Development

Brookfield

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Mitch Peters

Mitchell Peters

Assistant Vice President - Estate and Trust Settlement

Appleton

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Sessa, Mike

Michael Sessa

Senior Vice President - Market Manager

Brookfield

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Tori Simon

Tori Simon

Personal Trust Administrator

Appleton

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Snyder, Kris

Kris Snyder

Vice President - Estate and Trust Settlement

Appleton

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Tim

Tim Sugar

Senior Vice President - Personal Trust Administration

Madison

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Steve-new

Steve Truchinski

Vice President - Personal Trust Administration

Appleton

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Valentine, Ryan

Ryan Valentine

President

Appleton

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Russ Wood

Russell Wood

Vice President - Personal Trust Administration

Appleton

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Our Staff

Sarah Brown

Trust Operations Specialist

Appleton

Hannah Ceskowski

Trust Administration Specialist - Estate & Trust Settlement

Brookfield

Tanya Cruz

Office Administration Specialist & Receptionist

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

Jill Hintz

Trust Administration Specialist - Estate & Trust Settlement

Appleton

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

Maneseh Mossotti

Trust Operations Specialist

Appleton

Curt Pfaff

Trust Administration Specialist

Brookfield

Debra Ray

Trust Administration Specialist

Appleton

Matthew (Matt) Spaeth

Trust Administration Specialist

Appleton

Nicole Wachter

Trust Administration Specialist

Appleton

Sue Wasserman

Trust Administration Specialist

Brookfield

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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