Skip to main content

Our Story
Team
Why Partner
Services
Resources
Insights
Careers
Contact
Account Access
Search

Member Type: Our Staff

Kari Tolvstad

Alison Meyer

Christy Rank

Michelle Kassube

Sarah Brown

Jeannette Zielinski

Gabby Petrick

Alyssa Hoehne

Jeni Marciniak

Lori Harrell

Categories

Case Studies
Insights
Leadership Videos
Updates

Latest Posts

Key Differences in Wills and Trusts
Special Needs Trusts: What they are, What to Consider, and More
3 Major Benefits of a Corporate Trustee

Creating lasting relationships with real people, together.

We’re real people who believe in the value of partnerships, and we’d love to talk to you about our trust services.

Enter Email Address*
CAPTCHA
Name
This field is for validation purposes and should be left unchanged.

3913 W. Prospect Avenue Suite 201 Appleton, WI 54914-8797 920.380.9960 866.380.9969

300 N. Corporate Drive Suite 175 Brookfield, WI 53045-5862 262.754.0090 866.380.9969 Privacy Policy