Skip to main content

Team Members

Our Officers

Amber_Baumgartner

Amber Baumgartner

Assistant Vice President - Operations, Shareholder, Director
Appleton

Learn More

Shawn Bolender

Vice President
Brookfield

Learn More

Jan Breitbach

Business Manager
Appleton

Learn More

Terry Bruhn

Risk and Compliance Manager
Appleton

Learn More

J. Robert Ellis

Vice President, Shareholder, Director
Appleton

Learn More

Dick Gamble

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

Learn More

Jill Gauger

Assistant Vice President - Estate and Trust Settlement
Appleton

Learn More

Brennan Haworth

Assistant Vice President, Shareholder, Director
Appleton

Learn More

Jacqueline Kohlman

Trust Officer
Appleton

Learn More

Nancy Kostka

Vice President
Brookfield

Learn More

Mary_Lokensgard

Mary Lokensgard

Assistant Vice President
Appleton

Learn More

Melissa Mislinski

Assistant Vice President, Shareholder, Director
Appleton

Learn More

Ray_Moulis

Ray Moulis

Vice President
Brookfield

Learn More

Kathy Perdzock

Vice President of Operations, Shareholder, Director
Appleton

Learn More

Michael Sessa

Vice President and Market Manager
Brookfield

Learn More

Kris Snyder

Assistant Vice President - Estate and Trust Settlement
Appleton

Learn More

Ann Stark

Vice President
Appleton

Learn More

Steve Truchinski

Vice President
Appleton

Learn More

Ryan Valentine

President, Shareholder, Director
Appleton

Learn More

Courtney Westberg

Trust Officer
Appleton

Learn More

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

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.

Contact Fiduciary Partners

Information sent via this contact form is not confidential. Please do not use this form to send sensitive or confidential information.