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Team Members

Our Officers

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

Trust Officer - Personal Trust Administration
Brookfield

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Bob Ellis

J. Robert Ellis

Senior Vice President - Personal Trust Administration
Appleton

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Joe Gardetto

Joe Gardetto

Trust Officer - Personal Trust Administration
Brookfield

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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

Trust Officer - 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

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

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

Michele Gibbs

Trust Administration Specialist
Madison

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

Michelle Lukovic

Office Administration Specialist & Receptionist
Brookfield

Jeni Marciniak

Records Retention Specialist
Appleton

Curt Pfaff

Trust Administration Specialist
Brookfield

Christy Rank

Trust Operations Specialist
Appleton

Debra Ray

Trust Administration Specialist
Appleton

Alycia Rodman

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

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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