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Waukesha State Bank Company News & Updates

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Latest Press Releases

Waukesha State Bank Now Accepting Paycheck Protection Program Applications - April 3, 2020

Thomas Kieffer Joins Prairie Trust® as Senior Trust Administrator - March 11, 2020

David Stout Named to Waukesha State Bank Board of Directors - March 10, 2020

Waukesha State Bank Promotes Joel Potter - February 10, 2020

Waukesha State Bank Announces Retail Banking Promotions - February 4, 2020

Waukesha State Bank Earns SBA Wisconsin Volume Lender Award - January 7, 2020

Waukesha State Bank Announces Plans for Port Washington Property - December 18, 2019

Waukesha South High School Awarded $15,420 Gift from Waukesha State Bank - December 18, 2019

Waukesha State Bank Breaks Ground on Menomonee Falls Office - November 7, 2019

Natalie Shane Joins Prairie Trust as Personal Trust Associate - November 4, 2019

Prairie Trust Hires Personal Trust Associate - October 15, 2019

Waukesha State Bank Hires Commercial Banker - September 24, 2019

Payroll Complete Expands Team - August 19, 2019

Waukesha State Bank Donates School Supplies to Hawthorne Elementary School - August 16, 2019

Waukesha State Bank Launches Private Banking with the Hire of Ron Jahnke - July 9, 2019

Waukesha State Bank Wealth Management Promotes Staff - July 8, 2019

Waukesha State Bank Hires Mortgage Consultant - June 17, 2019

Waukesha State Bank Announces 75th Anniversary Non-Profit Grant Winners - June 10, 2019

Waukesha State Bank Hires Mortgage Consultant - May 13, 2019

 

Waukesha State Bank Now Accepting Paycheck Protection Program Applications - April 3, 2020

WAUKESHA, Wis. (April 3, 2020) – Waukesha State Bank, a 13 branch independent community bank in Waukesha County, is now accepting applications from small businesses seeking relief under the U.S. Small Business Administration (SBA) Paycheck Protection Program (PPP).
 
As part of the Coronavirus Aid, Relief and Economic Security (CARES) Act, the $2 trillion economic stimulus package passed by the U.S. Congress on March 27, 2020, the PPP provides businesses with fewer than 500 employees with funding to enable them to continue to pay employees through the current pandemic. Businesses can apply for these loans through Waukesha State Bank starting Friday, April 3, 2020.
 
“Helping small businesses in our community navigate through this unprecedented time and apply for much needed assistance is a top priority for Waukesha State Bank,” stated Ty R. Taylor, Waukesha State Bank President & CEO. “As the recipient of the 2019 Wisconsin SBA Volume Lender Award for banks with an asset size between $500 million and $1 billion, we are well equipped to serve the small businesses in our community.”
 
To apply, applicants should fill out the SBA’s application, and submit to Waukesha State Bank via email at WSBCARES@waukeshabank.com, fax at (262) 574-4104 or in-person at any Waukesha State Bank location. In addition to the application, the following additional documents will also need to be submitted: Articles of Incorporation or Organization, all Forms 940 and 941 for 2019 and a year-to-date Summary Report of payroll and wages for 2019. Additional information will also be required. All loans are subject to other requirements and availability of funds under the SBA program. Funds are limited.
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

 

Thomas Kieffer Joins Prairie Trust® as Senior Trust Administrator - March 11, 2020

OCONOMOWOC, Wis. (March 11, 2020) – Prairie Trust®, a division of Waukesha State Bank, is proud to announce the hire of Thomas Kieffer as senior trust administrator.

“We strive to provide our clients with best-in-class trust and estate planning services. In today’s increasingly complex environment, premier fiduciary services that are both specialized and local are a critical differentiator,” stated Victor J. Schultz, president of Prairie Trust. “Thom previously managed a community bank trust company in Minnesota. We are lucky to have hired him to strengthen our team of experts who provide our clients with the highest level of customer support and service.”

Thomas Kieffer comes to Prairie Trust with over 30 years of trust, financial advisory and tax planning experience, most recently serving as financial advisor for Prudential Advisors. Prior to his role at Prudential, he served as senior vice president & chief trust officer for WNB Financial, NA (formerly Winona National Bank) in Winona, Minnesota where he managed all trust and retirement plan services. Thom has broad skills in wealth management, financial analysis, business development, tax planning, and investment and asset allocation management. In his new role with Prairie, Thom will be responsible for serving as a relationship manager and fiduciary advisor for a wide range of trust and estate settlement clients.

Thom earned his bachelor’s degree in accounting from St. John’s University in Collegeville, Minnesota and holds Certified Financial Planner (CFP®) and Certified Trust & Financial Advisor (CTFA) designations in addition to being a Certified Public Accountant (CPA). He and his family currently reside in New Berlin, and he is active in the community volunteering as a new member skills trainer for the Wauwatosa Curling Club and as a member of the Winona State University Foundation’s board of trustees. In addition, he has served on several different nonprofit boards in Winona, Minnesota including Boy Scouts, Habitat for Humanity and Exchange Club.

Prairie Trust is the premier fiduciary-focused trust company in Wisconsin specializing in personal trust administration, estate settlement services, and special needs trust expertise. Prairie Trust practices an Advisor-Friendly approach, collaborating with financial advisors in the responsibilities of trust management. For more information on Prairie Trust, visit www.prairietrust.com.

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David Stout Named to Waukesha State Bank Board of Directors - March 10, 2020

WAUKESHA, Wis. (March 10, 2020) - Waukesha State Bank, a 13 branch independent community bank in Waukesha County, is proud to announce the addition of David Stout to its Board of Directors. David has been the CEO of C.I. Banker Wire & Iron Works, Inc. since 2010.
 
“We are delighted to welcome David to our board of directors,” stated Ty R. Taylor, Waukesha State Bank President and CEO. “As a highly respected business professional and seasoned accounting executive, we look forward to David’s engagement and assistance in guiding Waukesha State Bank into the future.”
 
David joins Waukesha State Bank’s board of directors with nearly 30 years of experience in the accounting industry with special emphasis in the healthcare and manufacturing sectors. He started his career in 1992 as a corporate accountant for Blue Cross Blue Shield before transitioning to BDO to work as a healthcare consultant in 1994. In 1998, David became the international controller for Miniature Precision Components (MPC), a manufacturer that specializes in plastic injection molding for the automotive industry, and in 2006, he joined Mukwonago-based wire mesh manufacturer C.I. Banker Wire & Iron Works, Inc. as Chief Financial Officer. He was promoted to CEO of Banker Wire in 2010.
 
David is a Certified Public Accountant and holds a bachelor’s degree in accounting from the University of Wisconsin – Eau Claire. In addition to serving on the corporate board of Waukesha State Bank, David is active in the community and has served on the board of directors for Fontana Elementary School, as treasurer for the Lake Geneva Sailing School and as treasurer for the Bigfoot Basketball program.
 
Waukesha State Bank’s board roster also includes: Susan Edwards, President & CEO, ProHealth Care, Inc.; Carl Geraldson, Chief Financial Officer, Precision Gears, Inc. (retired); Dr. Cindy Gnadinger, President, Carroll University; Jody Lowe, President, The Lowe Group; Kenneth P. Riesch, President, R & R Insurance Services, Inc.; Daniel R. Shepard, Executive Vice President, Waukesha State Bank; Fred G. Stier, President, Stier Construction, Inc.; Ty R. Taylor, President & CEO, Waukesha State Bank; Dr. Anselmo Villarreal, President, La Casa de Esperanza, Inc.; and Beverly M. Chappie, Honorary Board Member, Director, Christoph Memorial YWCA (retired).
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex, Waukesha and soon Menomonee Falls. For more information, visit, www.waukeshabank.com.

 

Waukesha State Bank Promotes Joel Potter - February 10, 2020

WAUKESHA, Wis. (February 10, 2020) – Waukesha State Bank, a 13 branch independent community bank in Waukesha County, is proud to announce the promotion of Joel Potter to assistant vice president – bank manager.
 
“Joel has embraced the bank’s commitment to serving our customers and the Sussex community. He came to us with a strong base of banking knowledge and experience and has used that to build and enhance customer relationships,” stated Devon Arnold, Waukesha State Bank vice president and retail banking manager. “We are pleased to provide this promotion in recognition of those efforts and his contribution to the bank’s success.”
 
Joel joined Waukesha State Bank in 2017 as bank manager of the Sussex location. He holds a bachelor’s degree in communications from the University of Wisconsin – Milwaukee and has more than 19 years of retail banking experience, which includes sales, management, customer service and training. In his new position as assistant vice president - bank manager, Joel will continue to be responsible for all aspects of daily Sussex office operations, including business development, personnel management, customer service, lending, relationship management and community service.
 
Joel has a strong commitment to the community currently serving as board president for the Sussex Area Chamber of Commerce and on the finance committee for Southbrook Church. In addition, he teaches 5th and 6th grade Sunday school at Southbrook Church.
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex, Waukesha and soon Menomonee Falls. For more information, visit, www.waukeshabank.com.

 

Waukesha State Bank Announces Retail Banking Promotions - February 4, 2020

WAUKESHA, Wis. (February 4, 2020) – Waukesha State Bank, a 13 branch independent community bank in Waukesha County, is proud to announce the promotion of Stasia Kruesel to bank manager of its Muskego office and Jose Velez to bank managers of its E. Main Street office in Waukesha. In addition, Keith Shepard, current assistant vice president – bank manager at E. Main Street will be transitioning to the new Waukesha State Bank Menomonee Falls office, which is currently under construction and set to open this summer.
 
In their new positions, Kruesel, Velez and Shepard will be responsible for all aspects of daily operations, including business development, personnel management, customer service, lending, relationship management and community service at their respective offices.
 
“We applaud Stasia and Jose’s commitment and enthusiasm for taking on leadership roles in key markets we serve. These promotions are well deserved and reflective of the commitment they both make to their respective customers,” stated Devon Arnold, Waukesha State Bank vice president - retail banking manager.
 
Stasia Kruesel starter her career with Waukesha State Bank in 2013 and has supported our Oconomowoc, Silvernail Road and Pewaukee offices in roles ranging from teller to teller supervisor and personal banker. She is looking forward to building relationships and serving the needs of the Muskego community.
 
Jose Velez started with Waukesha State Bank in 2017 as a personal banker at the Downtown Waukesha office and has over 16 years of management and banking experience. He earned his bachelor’s degree from the Inter-American University of Puerto Rico – San German and is active in his community volunteering with Iglesia Renacidos en Cristo, Iglesia Metodista Luz a las Naciones, Iglesia Cristiana Ebenezer and Iglesia Tempo de Restauracion.
 
Keith Shepard joined Waukesha State Bank in 2005 as a part-time employee serving in a number of roles while attending college. After earning his bachelor’s degree in 2008 from the University of Wisconsin-Whitewater, Shepard began his full-time banking career as a floating teller. Over the years, he has taken on increasing roles and responsibilities including customer service representative, assistant teller supervisor, personal banker, and teller supervisor before being promoted to bank manager of the former Silvernail Road office in 2011. He became bank manager of the E. Moreland Blvd. office in 2012 and transitioned when that office was replaced with a new location on E. Main Street in 2015. Shepard is active in his local community as a member of the Waukesha County Business Alliance’s Young Professionals Committee and as a volunteer with Secure Futures.
 
“Keith’s knowledge, expertise and dedication to delivering friendly service are only some of the many reasons he was chosen to lead the future Menomonee Falls Waukesha State Bank branch,” added Arnold. “I am confident that Keith and his team will meet the expanding needs of Menomonee Falls’ residents and businesses.”
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex, Waukesha and soon Menomonee Falls. For more information, visit, www.waukeshabank.com.

 

Waukesha State Bank Earns SBA Wisconsin Volume Lender Award - January 7, 2020

WAUKESHA, Wis. (January 7, 2020) – Waukesha State Bank, a 13 branch independent community bank in Waukesha County, is proud to announce they are the recipient of the 2019 Wisconsin Small Business Administration (SBA) Volume Lender Award for banks with an asset size between $500 million and $1 billion. This is the third time, and second year in a row, receiving this award over the past six years.
 
“As an independent community bank and one of the largest SBA lenders in Waukesha County, Waukesha State Bank is committed to helping small businesses start and grow to spur innovation and economic resilience in our local communities,” stated Ty R. Taylor, Waukesha State Bank President & CEO. “This award is reflective of the great SBA commercial banking team we have at WSB and the partnerships we’ve created with local businesses.”
 
Waukesha State Bank was one of 14 Wisconsin lenders that were honored for their commitment to small businesses in the fiscal year ending September 30, 2019. Waukesha State Bank generated 35 SBA loans totaling over $14 million.
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

 

Waukesha State Bank Announces Plans for Port Washington Property - December 18, 2019

WAUKESHA, Wis. (December 18, 2019) – Waukesha State Bank, a full-service community bank celebrating 75 years of service, is excited to announce new plans for their 240- acre property in Port Washington, including the hire of Robert E. Lee & Associates, Inc. to create a development plan.

The mixed-use property is located along Highway C and is approximately one mile south of downtown Port Washington in Ozaukee County, which is close to many popular shops, restaurants and a marina. The property includes 1.25 miles of continuous lakefront real estate with exceptional views of Lake Michigan.

“Waukesha State Bank is taking a different approach to the land we own in the city of Port Washington,” stated Keith Van De Laarschot, commercial business development director for Waukesha State Bank. “Robert E. Lee & Associates is creating a viable development plan for the land north of Cedar Gorge, and we are entertaining multiple options for the property to the south.”

Robert E. Lee & Associates is a Green Bay full-service consulting firm specializing in civil and environmental engineering, surveying and natural resources services. Their conceptual plan for the land north of Cedar Gorge is scheduled to be complete in the spring of 2020.

Waukesha State Bank has an accepted offer on the 30 acres west of Highway C. The sale is expected to close in March of 2020. In addition, they are speaking with multiple entities interested in the 131-acres south of Cedar Gorge.

Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit www.waukeshabank.com.

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Waukesha South High School Awarded $15,420 Gift from Waukesha State Bank - December 18, 2019

WAUKESHA, Wis. (December 18, 2019) – Waukesha South High School received a $15,420 gift from Waukesha State Bank to be used for their two new field house main court scoreboards.

The new scoreboards feature upgraded technology and design and are able to facilitate all of the indoor competitions held in the field house. These scoreboards were selected for their durable construction, functional features and aesthetic appeal.

“Waukesha State Bank has been a valued community partner for many years,” stated Todd Sobrilsky, athletic director/assistant principal of Waukesha South High School. “We are grateful for their very generous gift and for their continued commitment to Waukesha South High School. This donation will be a significant addition to Waukesha South by allowing us to provide a better athletic experience.”

“Our mission is to be a strong community partner and invest in our local communities,” said Ty Taylor, president and CEO of Waukesha State Bank. “We are a proud supporter of education, and this sponsorship demonstrates our commitment to Waukesha South High School and our local students.”

Founded in 1957, Waukesha South High School is Waukesha’s oldest high school, long known for its outstanding educational programming and tradition of rich Blackshirt involvement in the community. For more information, visit https://sdw.waukesha.k12.wi.us/southhs or https://goblackshirts.com.

Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit www.waukeshabank.com.

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Waukesha State Bank Breaks Ground on Menomonee Falls Office - November 7, 2019

WAUKESHA, Wis. (November 7, 2019) – Waukesha State Bank, a full-service community bank celebrating 75 years of service, recently held a groundbreaking ceremony on Thursday, November 7, 2019 to kick off the highly anticipated construction of its new Menomonee Falls office located at N83W15424 Appleton Avenue. The office is scheduled to open in the summer of 2020.
 
“We are very pleased to soon serve Menomonee Falls’ vibrant and growing community with our newest office,” said Ty R. Taylor, President and CEO of Waukesha State Bank. “We’re confident that we can meet the expanding needs of Menomonee Falls’ residents and businesses with our one-on-one, personalized approach to banking and our comprehensive list of products and services.”
 
The new 5,546 square foot, full-service office was designed by AG Architecture and will be built by Stier Construction. The space will feature an open concept design that includes meeting and private office facilities as well as 2,233 square feet of leasable prime tenant space. This office is specifically designed with the community in mind and will include a 711 square foot community room that can be utilized by area non-profit organizations for free. The Menomonee Falls office will be Waukesha State Bank’s 14th in Waukesha County, and construction is scheduled to begin immediately.
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex, Waukesha and soon Menomonee Falls. For more information, visit, www.waukeshabank.com.
 

Natalie Shane Joins Prairie Trust as Personal Trust Associate - November 4, 2019

OCONOMOWOC, Wis. (November 4, 2019) – Waukesha State Bank, a full-service community bank celebrating 75 years of service, is proud to announce the promotion of Natalie Shane to personal trust associate within their Prairie Trust® division.
 
“We are pleased to have Natalie join our Prairie Trust team and continue her commitment to serving Waukesha State Bank customers,” stated Victor J. Schultz, president of Prairie Trust. “Her dedication to customer service and desire for continued learning and career growth make her a natural fit for this position.”
 
Natalie Shane joined Waukesha State Bank in 2017 as a teller. She has held varying positions on the retail side of the bank including customer service representative and assistant teller supervisor. In her new role as personal trust associate within Prairie Trust, Natalie will be responsible for supporting Prairie’s trust administrators with the ongoing management of personal trust and estate settlement clients.
 
Prairie Trust is the premier fiduciary-focused trust company in Wisconsin specializing in personal trust administration, estate settlement services, and special needs trust expertise. Prairie Trust practices an Advisor-Friendly approach, collaborating with financial advisors in the responsibilities of trust management. For more information on Prairie Trust, visit www.prairietrust.com.
 

Prairie Trust® Hires Personal Trust Associate - October 15, 2019

OCONOMOWOC, Wis. (October 15, 2019) - Prairie Trust®, a division of Waukesha State Bank, has hired Lori Hert as personal trust associate.
 
“We are pleased to have Lori join our Prairie Trust team and continue our ongoing commitment to service excellence,” stated Victor J. Schultz, president of Prairie Trust. “Her extensive legal experience makes her a perfect fit for this position.”
 
Lori Hert comes to Prairie Trust from Attorney Gerald A. Drendel/The Justice Law Firm, P.C. in Streator, Illinois where she worked as a legal assistant. She has 35 years of legal experience with concentrations in probate, corporate and tax matters. In her new role with Prairie Trust, Lori will be responsible for supporting Prairie’s trust administrators with the ongoing management of personal trust and estate settlement clients.

Prairie Trust is the premier fiduciary-focused trust company in Wisconsin specializing in personal trust administration, estate settlement services, and special needs trust expertise. Prairie Trust practices an Advisor-Friendly approach, collaborating with financial advisors in the responsibilities of trust management. For more information on Prairie Trust, visit www.prairietrust.com.
 

Waukesha State Bank Hires Commercial Banker - September 24, 2019

WAUKESHA, Wis. (September 24, 2019) - Waukesha State Bank, a full-service community bank celebrating 75 years of service, has hired Jasmine Medina as commercial banker.
 
“We are pleased to have Jasmine join our commercial banking team and continue our ongoing commitment to service excellence,” stated Tony Laszewski, Waukesha State Bank senior vice president – commercial banking manager. “Her extensive experience in finance and commercial banking makes her a perfect fit for this position.”
 
Jasmine has over 17 years of financial experience specializing in commercial lending, relationship management, sales and project management. Prior to joining Waukesha State Bank, Jasmine worked for U.S. Bank as a business banker. In her new role as commercial banker, Jasmine will be responsible for prospecting, developing and managing commercial loan portfolios.
 
Jasmine earned her Bachelor of Arts and Masters of Business Administration degrees from Alverno College and is active in the community serving on the board of directors for Forest Home Cemetery, as a committee member for the Marcus Center for Performing Arts and as a small business mentor for SCORE. She and her family currently reside in Milwaukee.
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

 

Payroll Complete Expands Team

WAUKESHA, Wis. (August 19, 2019) – Payroll Complete, a division of Waukesha State Bank, is proud to announce the addition of Stephanie Jerge as payroll services consultant.
 
“We are pleased to welcome Stephanie to Waukesha State Bank’s Payroll Complete team,” stated DeAnne Price, president of Payroll Complete. “She has an extensive background in payroll services, in both bureau and client settings, which positions her well to help local businesses succeed.”
 
Stephanie comes to Payroll Complete with over 15 years of payroll experience, and most recently served as payroll and benefits specialist at National Business Furniture. Prior to National Business Furniture, she worked at Paychex where she held various roles from senior payroll specialist to client service supervisor. In her new role as Payroll Complete’s payroll services consultant, Stephanie will work with prospective clients to create and build business relationships. She is looking forward to building on the division’s proven success of providing high-quality payroll services to the businesses of Waukesha County.
 
Stephanie is active in the local community serving as the vice president of the Greater Milwaukee Chapter of the American Payroll Association.
 
Payroll Complete, a division of Waukesha State Bank, has been processing business’ payroll since 1971. They offer a variety of products and services, including payroll processing, payroll tax management, garnishment management, W-2s and 1099s, time and attendance, HR support, recruiting and onboarding, ACA tracking and reporting, benefit enrollment, worker’s compensation and more. For more information on Payroll Complete, visit www.payrollcompletewaukesha.com.
 
Established in 1944 and celebrating 75 years in business, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

 

Waukesha State Bank Donates School Supplies to Hawthorne Elementary School - August 16, 2019

WAUKESHA, Wis. (August 16, 2019) – Waukesha State Bank’s employee volunteer group, Helping Hearts, recently donated backpacks filled with school supplies to Hawthorne Elementary School in Waukesha.
 
"Through the generosity of Waukesha State Bank employees, 77 fully supplied backpacks were donated to Hawthorne Elementary kindergarten students," stated Joe Swanson, Helping Hearts board member and Waukesha State Bank bank manager.
 
Because of Waukesha State Bank’s donation, on registration day each kindergarten student will have the opportunity to pick out a free backpack full of all the supplies they'll need for the school year.
 
Investing into the community has been one of the bank’s guiding principles since it was founded in 1944. Helping Hearts began nearly thirty years ago as a way for bank employees to join in the crusade of serving the residents and non-profit organizations in Waukesha County. The group organizes a variety of volunteer projects and community service opportunities throughout the year, such as dress casual days, collection drives, volunteer events and more.
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

 

Waukesha State Bank Launches Private Banking with the Hire of Ron Jahnke - July 9, 2019

WAUKESHA, Wis. (July 9, 2019) - Waukesha State Bank, a full-service community bank with 13 locations in Waukesha County, is pleased to announce the launch of its private banking services and the hire of Ron Jahnke, vice president – private banking officer.
 
“Private banking opens the doors to a different segment of the market and gives us the opportunity to introduce more affluent members of the community to the excellent array of financial services and expertise that Waukesha State Bank offers coupled with the friendly service and individualized care our bankers have been delivering for 75 years,” stated Victor J. Schultz, President of Waukesha State Bank Wealth Management.
 
With the launch of this new service offering, Waukesha State Bank hired Ron Jahnke as vice president – private banking officer. Ron comes to Waukesha State Bank from Associated Bank Private Client Services where he served as vice president - private banker. Ron has over 25 years of financial experience specializing in private banking, commercial banking and branch management. In his new role as vice president – private banking officer, Ron will be responsible for managing private banking relationships as part of the wealth management division of Waukesha State Bank.
 
Ron is a Certified Wealth Strategist® and earned his bachelor’s degree in economics from the University of Minnesota – Twin Cities. He is active in the local community serving on the board of directors for the Waukesha Education Foundation and as a member the United Performing Arts Fund’s Westside Committee. Ron and his family currently reside in Waukesha, and he will be based out of Waukesha State Bank’s Oconomowoc office located at 1227 Corporate Center Drive.
 
“We are pleased to welcome Ron to our wealth management team,” added Schultz. “He has an extensive background in private banking, which positions him well to offer high-touch, insightful customer service to the affluent individuals of Waukesha County.”
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex, and Waukesha. For more information, visit www.waukeshabank.com.

 

Waukesha State Bank Wealth Management Promotes Staff - July 8, 2019

WAUKESHA, Wis. (July 8, 2019) - Waukesha State Bank, a full-service community bank celebrating 75 years in Waukesha County, is pleased to announce the promotions of Kelly Savatski to vice president – senior portfolio manager and Theresa Schultz to assistant vice president – senior retirement officer.
 
“Kelly and Theresa's promotions are well deserved and reflective of their loyal employment, hard work and expertise they provide to our wealth management clients," stated Victor J. Schultz, president of Waukesha State Bank Wealth Management.
 
Kelly Savatski joined Waukesha State Bank in 1988 as a teller and worked in various banking positions before joining the investments division, Waukesha Investments, in 1995. In 2002, she transitioned to the wealth management division and took on the role of investment administrator. After accepting increasing responsibilities, she was promoted to investment officer in 2012 and to senior portfolio manager in 2016. In her new role as vice president - senior portfolio manager, Kelly will continue her leadership role with the wealth management investment team. This includes constructing, educating, implementing, and monitoring portfolios as well as partnering with Waukesha State Bank Wealth Management’s outside advisor platform to meet the long-term financial needs of clients.
 
Kelly is a Certified Financial Planner® and an Accredited Investment Fiduciary®. She graduated with a bachelor’s of science in education from the University of Wisconsin Whitewater.

Kelly is active in the community serving as a former Great Blue Heron Girl Scout Council Investment Committee member. She has also served in many roles with the Financial Planning Association of Wisconsin including board secretary, symposium committee chair and audit committee member.

Theresa Schultz started with Waukesha State Bank as an intern in 2000. Over the last 19 years, she has taken on increasing roles and responsibilities, including trust assistant, pension administrator, retirement services administrator and senior retirement specialist. She was promoted to senior retirement officer in 2016, and in her new role as assistant vice president - senior retirement officer, Theresa will continue to serve as the primary contact for a number of IRA accounts and supervise the overall management of Waukesha State Bank Wealth Management’s IRA relationships in addition to taking on more investment management responsibilities.

Theresa is a Certified IRA Services Provider (CISP). She earned her associate's degree from the University of Wisconsin-Waukesha and her bachelor's degree in business administration from Carroll University.

Founded in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

 

Waukesha State Bank Hires Mortgage Consultant - June 17, 2019

WAUKESHA, Wis. (June 17, 2019) - Waukesha State Bank, a full-service community bank with 13 locations in Waukesha County, has hired Carol Ford as mortgage consultant.
 
“We are pleased to welcome Carol to our mortgage banking team,” stated Robert B. Helvey, Waukesha State Bank vice president – mortgage lending manager. “She has an extensive background in mortgage lending, which positions her well to build relationships and serve the needs of homeowners in Waukesha County.”
 
Carol has nearly 20 years of financial experience, specializing in residential lending, and holds an associate’s degree in business/real estate from Milwaukee Area Technical College. Prior to joining Waukesha State Bank, Carol worked for Equitable Bank as a loan officer where she originated conventional, FHA, VA and new construction mortgage loans. In her new role as mortgage consultant, Carol will be responsible for originating mortgage loans, which includes meeting with prospects, taking mortgage applications, counseling borrowers and developing relationships with Realtors, builders, financial service providers and various community groups.
 
Carol and her family currently reside in Fox Point, and she will be based out of Waukesha State Bank’s Downtown Waukesha office located at 151 E. St. Paul Avenue.
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

 

Waukesha State Bank Announces 75th Anniversary Non-Profit Grant Winners - June 10, 2019

WAUKESHA, Wis. (June 10, 2019) — Waukesha State Bank, a 13 branch independent community bank in Waukesha County, is honored to congratulate its 75th Anniversary Non-Profit Grant winners: 1st Place, Waukesha County Community Dental Clinic; 2nd Place, Lake Area Free Clinic; and 3rd Place, NAMI Waukesha, Inc.
 
The 75th Anniversary Non-Profit Grant promotion was created specifically for Waukesha County 501(c)(3) non-profit organizations in celebration of the Bank’s 75th anniversary milestone. Waukesha County Community Dental Clinic, Lake Area Free Clinic and NAMI Waukesha, Inc. entered by filling out an application, which highlighted the mission of their organizations, who they serve, the positive impact they bring to Waukesha County and what they would do with the prize money. A Waukesha State Bank committee judged the applications with the 1st Place winner receiving a $5,000 grant, 2nd Place receiving $2,000 and 3rd Place receiving $500.
 
"Waukesha State Bank has always been committed to supporting non-profits within Waukesha County,” said Stephanie Ohlfs, vice president - marketing manager of Waukesha State Bank. “Waukesha County Community Dental Clinic, Lake Area Free Clinic and NAMI Waukesha submitted comprehensive applications that showcased their incredible impact on Waukesha County, and we are very excited to offer these grants to help fund their future initiatives.”
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

 

Waukesha State Bank Hires Mortgage Consultant - May 13, 2019

WAUKESHA, Wis. (May 13, 2019) - Waukesha State Bank, a full-service community bank with 13 locations in Waukesha County, has hired Leslie Rightmire as mortgage consultant.
 
“We are pleased to welcome Leslie to our mortgage banking team,” stated Robert B. Helvey, Waukesha State Bank vice president – mortgage lending manager. “Her wide range of financial experience, including extensive lending expertise, positions her well to build relationships and serve the needs of homeowners in Waukesha County.”
 
Leslie has over 20 years of financial experience specializing in residential lending and branch management. Prior to joining Waukesha State Bank, Leslie worked for Gateway Mortgage in Lowell, Indiana as a branch manager. In her new role as mortgage consultant, Leslie will be responsible for originating mortgage loans, which includes meeting with prospects, taking mortgage applications, counseling borrowers and developing relationships with Realtors, builders, financial service providers and various community groups.
 
Leslie and her family currently reside in Milwaukee, and she will be based out of Waukesha State Bank’s New Berlin office located at 14000 W. National Avenue.
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.