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Team Members

Our Officers

Amber_Baumgartner

Amber Baumgartner

Assistant 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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J. Robert Ellis

Vice President, Shareholder, Director
Appleton

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Dick Gamble

Vice President, Shareholder, Chairman of the Board of Directors
Appleton

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Jill Gauger

Assistant Vice President - Estate and Trust Settlement
Appleton

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Jan Grant

Vice President
Brookfield

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Brennan Haworth

Assistant Vice President, Shareholder, Director
Appleton

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Jacqueline Kohlman

Trust Officer
Appleton

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Nancy Kostka

Vice President
Brookfield

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Mary_Lokensgard

Mary Lokensgard

Assistant Vice President
Appleton

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Melissa Mislinski

Assistant Vice President, Shareholder, Director
Appleton

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Ray_Moulis

Ray Moulis

Vice President
Brookfield

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Kathy Perdzock

Vice President of Operations, Shareholder, Director
Appleton

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Michael Sessa

Vice President and Market Manager
Brookfield

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Kris Snyder

Assistant Vice President - Estate and Trust Settlement
Appleton

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Ann Stark

Vice President
Appleton

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Steve Truchinski

Vice President
Appleton

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Ryan Valentine

President, Shareholder, Director
Appleton

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Courtney Westberg

Trust Officer
Appleton

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Our Staff

Kristi Bartel

Trust Administration Specialist
Appleton

Liz Foth

Trust Administration Specialist
Appleton

Rachel Groeschel

Trust Operations Assistant
Appleton

Lori Harrell

Trust Administration Specialist
Brookfield

Barb Hudson

Trust Administration Specialist
Appleton

Ashley Ittner

Trust Administration Specialist & Receptionist
Brookfield

Debbie Karlen

Office Administrative Specialist & Receptionist
Appleton

Jeni Marciniak

Records Retention Specialist
Appleton

Bev Nespodzany

Trust Administrator
Appleton

Debbie Ray

Trust Administration Specialist
Appleton

Patricia (Pat) Robinson

Trust Administration Specialist
Appleton

Donna Roccia

Marketing Coordinator
Appleton

Victoria Simon

Trust Administration Specialist
Appleton

Romaine Strauss

Trust Operations Specialist
Appleton

Nicole Wachter

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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