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Team Members

Our Officers

Kristi

Kristi Bartel

Trust Officer
Appleton

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Amber Baumgartner

Amber Baumgartner

Vice President - Operations
Appleton

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Shawn_Bolender_012

Shawn Bolender

Vice President - Personal Trust Administration
Brookfield

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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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Jill-2

Jill Gauger

Assistant Vice President - Estate and Trust Settlement
Appleton

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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

Trust Officer - Estate and Trust Settlement
Brookfield

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Kohlman, Jaci

Jacqueline Kohlman

Trust Officer - 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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Perdzock, Kathy

Kathy Perdzock

Senior Vice President
Appleton

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Sessa, Mike

Michael Sessa

Senior Vice President - Market Manager
Brookfield

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Snyder, Kris

Kris Snyder

Assistant 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 Adminstration
Appleton

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Our Staff

Sarah Brown

Trust Operations Specialist
Appleton

MaryPat Christensen

Office Administration Specialist & Receptionist
Brookfield

Rachel Groeschel

Trust Operations Specialist
Appleton

Lori Harrell

Trust Administration Specialist
Brookfield

Barb Hudson

Trust Administration Specialist
Appleton

Debbie Karlen

Office Administration Specialist & Receptionist
Appleton

Michelle Kassube

Trust Administration Specialist
Appleton

Jeni Marciniak

Records Retention Specialist
Appleton

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

Jodi Rogowski

Trust Administration Specialist
Brookfield

Victoria Simon

Trust Administration Specialist
Appleton

Romaine Strauss

Trust Operations Specialist
Appleton

Kari Tolvstad

Business Administration 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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