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Waukesha State Bank Celebrates Community Banking Month - April 1, 2021
WAUKESHA, Wis. (April 1, 2021) - Waukesha State Bank is celebrating Community Banking Month, throughout April, with a variety of pay it forward events including food drives, lunch and gifts for healthcare workers and first responders, nonprofit donations, lunch deliveries for COVID vaccination clinics, teacher appreciation gifts and much more.

“Community Banking Month is a chance for Waukesha State Bank, as one of the largest independent, community banks in the state of Wisconsin, to celebrate our role in strengthening our local communities,” said Stephanie Ohlfs, Waukesha State Bank Vice President – Marketing Manager.

Follow Waukesha State Bank’s social media pages and #PayItForwardPatrol to find out where our staff will be throughout the month. If you find us, you could get something special.

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, Menomonee Falls, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com. Member FDIC.
 
Waukesha State Bank Among Top PPP Lenders in the State of Wisconsin - March 31, 2021
WAUKESHA, Wis. (March 31, 2021) – Waukesha State Bank, a 14 branch independent community bank in Waukesha County, currently ranks 6th in the state of Wisconsin for the number of Second Draw Paycheck Protection Program (PPP) loans processed, according to recent data released by the Small Business Administration (SBA). Through March 3, 2021, Waukesha State Bank processed 572 Second Draw loans funding over $46 million for local businesses.

As part of the $900 billion relief bill that was signed into law on December 27, 2020, the government allocated $284 billion in new funds to the PPP, including a Second Draw option for prior PPP borrowers. For those seeking a second forgivable loan, the program is open only to businesses that demonstrate a quarterly revenue loss last year of at least 25%. Borrowers can have no more than 300 employees, and loans are capped at $2 million. The program’s loan application deadline was recently extended from March 31, 2021 to May 31, 2021.

“Getting these business-saving loans into the hands of our customers and our community is a true example of community banking,” stated Ty R. Taylor, Waukesha State Bank President & CEO.

As the recipient of the 2020 Wisconsin SBA Volume Lender Award for banks with an asset size between $1 billion and $5 billion, Waukesha State Bank is well equipped to serve the small businesses in southeastern Wisconsin. If you or someone you know owns a business that would benefit from a PPP loan, visit https://www.waukeshabank.com/covid-19-loan-programs to access an application or contact Waukesha State Bank at (262) 549-8551.

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, Menomonee Falls, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com. Member FDIC.
 
Waukesha State Bank Announces New Website Launch - March 24, 2021
WAUKESHA, Wis. (March 24, 2021) - Waukesha State Bank, a full-service community bank with 14 offices in Waukesha County, is proud to announce the launch of its newly redesigned website waukeshabank.com. The completely revamped website features a sleek new design, improved functionality, and enhanced banking content, with a focus on the company’s mission to serve the community and provide unparalleled customer service and exceptional financial products. The redesign also includes separate websites for the bank’s Prairie Trust (prairietrust.com) and Payroll Complete (payrollcompletewaukesha.com) divisions.

Essentially a virtual branch, while at waukeshabank.com visitors can open an account, apply for a loan and learn about the wide variety of products and services that Waukesha State Bank offers including personal banking, mortgage lending, business banking, retirement and investment offerings and payroll services. In addition, there is quick and easy access to essential information and features including financial calculators and blog articles that cover topics such as savings money, financial planning, identity theft and more.

“We are excited to debut our new company website to our customers and all visitors who are looking to explore the world of community banking through Waukesha State Bank,” stated Ty R. Taylor, Waukesha State Bank President & CEO. “This website redesign highlights our commitment to creating a robust online experience for our customers and website visitors.”

Waukesha State Bank’s new website will be regularly updated with news on company updates, accomplishments, events and financial information. Visitors are encouraged to explore the new website at https://www.waukeshabank.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, Menomonee Falls, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com. Member FDIC.

Waukesha State Bank Names Senior Vice Presidents - March 2, 2021
WAUKESHA, Wis. (March 2, 2021) - Waukesha State Bank, a full-service community bank with 14 offices in Waukesha County, is pleased to announce the promotions of Devon Arnold, Kim Castillo Huntley, Rob Helvey, Tina Neis, Ann Pascavis and Patricia Witkowiak to senior vice presidents.

“Devon, Kim, Rob, Tina, Ann and Pat are extremely talented banking professionals and have been instrumental in Waukesha State Bank’s success,” stated Ty R. Taylor, Waukesha State Bank President & CEO. “These promotions reflect the tenure and experience of our senior leadership, and I look forward to their continuing contributions to the future growth of Waukesha State Bank.”

Devon Arnold began his extensive career with Waukesha State Bank in 1978, working part-time while still in high school, and has held varying positions over his 40-years of employment. He transitioned to a full-time teller in 1984 and was promoted to assistant cashier in 1986, bank manager in 1993, assistant vice president – bank manager in 1994, vice president – bank manager in 1998 and vice president – manager of retail banking in 2003. He holds a bachelor’s degree in business from the University of Wisconsin-Whitewater, and in his new role as senior vice president – manager of retail banking, Devon will continue to direct the bank’s retail banking staff and operations including managing all branch retail offices, the customer service center and the Waukesha Investments division. In addition, he will continue to oversee retail sales, retail lending, employee development and various vendor relationships including the bank’s credit card program. He ensures an exceptional customer service experience at all Waukesha State Bank branch offices.

Kim Castillo Huntley joined the Waukesha State Bank team in 2018, as vice president - manager of human resources, and has over 20 years of human resources experience. She holds a bachelor’s degree in public relations and human resources from the University of Wisconsin – Whitewater and has extensive skills in the areas of process improvement, leadership training, HRIS implementation, employee relations and benefit administration. In her new role as senior vice president – manager of human resources, Kim will continue to be responsible for strategic planning and oversight in the areas of recruitment, employee relations and employee benefits, which includes talent acquisition, onboarding and retention, training and development, performance management, payroll oversight, diversity and inclusion, and benefits administration.

Originally from the Madison area, Rob Helvey came to Waukesha State Bank in 2016, as vice president – manager of mortgage lending, and has over 20 years of mortgage lending experience. In his new role as senior vice president – manager of mortgage operations, Rob will continue to be responsible for managing the mortgage lending staff and leading the day-to-day operations of the department, all while continuing the bank’s mission of providing clients with personalized service and a wide range of options to meet all of their home buying and refinancing needs.

Tina Neis joined Waukesha State Bank in 1999 as a SBA loan administrator. She was promoted to assistant cashier in 2002, assistant vice president – assistant cashier in 2004, vice president – commercial banking officer in 2006 and vice president – manager of commercial credit in 2015. Tina has extensive experience in commercial lending specializing in underwriting and the administration of commercial loans and commercial real estate. She holds a bachelor of business administration degree in marketing from the University of Wisconsin - Whitewater. In her new role as senior vice president – manager of commercial credit, Tina will continue to be responsible for managing the bank’s commercial credit function, which includes overseeing the commercial underwriting, approval and auditing processes.

Ann Pascavis has more than 25 years of experience in finance and banking and started her career with Waukesha State Bank in 2003 as controller. She was promoted to vice president – controller in 2004 and vice president – chief financial officer in 2006. Ann holds a bachelor of business administration degree in accounting from the University of Wisconsin – Whitewater and is also a certified public accountant. In her new role as senior vice president – chief financial officer, Ann will continue to be responsible for overseeing the administrative, financial, tax and risk management functions of the bank including strategic planning and the ongoing development and monitoring of control systems.

Patricia Witkowiak joined Waukesha State Bank in 2013 as the assistant manager of operations. She was promoted to vice president – assistant manager of operations in February of 2016 and vice president – manager of operations in July of 2016. In the last eight years, Patricia has been directly involved with the opening of four new branches and the implementation of various new products and services, including mobile banking, online bill pay, online account opening, mobile wallets and contactless cards. In her new role as senior vice president – manager of operations, Patricia will continue to be responsible for managing the bank’s day-to-day operations including security, information systems and facilities management, as well as new product development and implementation. She holds a bachelor of business administration degree from Cardinal Stritch University.

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, Menomonee Falls, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com. Member FDIC.

Waukesha State Bank Earns SBA Wisconsin Volume Lender Award - February 18, 2021
WAUKESHA, Wis. (February 17, 2021) – Waukesha State Bank, a 14 branch independent community bank in Waukesha County, is proud to announce they are the recipient of the 2020 Wisconsin Small Business Administration (SBA) Volume Lender Award for banks with an asset size between $1 billion and $5 billion. This is the fourth time, and third year in a row, receiving a Volume Lender Award over the past seven years. In addition, Waukesha State Bank also tied to win the “Lender With Most 504 Loan Participations” award.

“As an independent community bank and one of the largest SBA lenders in Waukesha County, Waukesha State Bank is committed to small businesses,” stated Ty R. Taylor, Waukesha State Bank President & CEO. “2020 was a very critical time to help small businesses with their financial needs, and these awards are reflective of the great SBA commercial banking team we have at Waukesha State Bank and the partnerships we’ve created in our communities.”

Waukesha State Bank was one of 16 Wisconsin lenders that were honored for their commitment to small businesses in the fiscal year ending September 30, 2020. Waukesha State Bank generated 37 SBA loans totaling over $15.5 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, Menomonee Falls, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com. Member FDIC.

Waukesha State Bank Celebrates New Location in Menomonee Falls with Ribbon Cutting - January 28, 2021
WAUKESHA, Wis. (January 28, 2021) - Waukesha State Bank officially celebrated the opening of their new Menomonee Falls location on Wednesday with a customary ribbon cutting ceremony. The new office, which opened January 11, 2021, is located at N83W15424 Appleton Avenue. Village of Menomonee Falls Director of Community Development Matt Carran, local business representatives, and Waukesha State Bank officials attended the event.

"Waukesha State Bank is committed to Waukesha County, and we are excited to join the Menomonee Falls community," said Ty R. Taylor, President & CEO of Waukesha State Bank. “We look forward to welcoming Menomonee Falls’ residents, businesses and organizations to experience the bank of friendly service.”

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, Menomonee Falls, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit www.waukeshabank.com. Member FDIC.

Waukesha State Bank Opens Menomonee Falls Location - January 11, 2021
WAUKESHA, Wis. (January 11, 2021) - Waukesha State Bank, a full-service community bank celebrating over 75 years of service, is proud to announce the opening of its Menomonee Falls banking office, located at N83W15424 Appleton Avenue.

To celebrate the opening, an official ribbon cutting ceremony will be held on Wednesday, January 27, 2021, at 10:00 a.m. The Menomonee Falls Chamber of Commerce, local dignitaries and government officials will join Waukesha State Bank’s President & CEO Ty Taylor, Menomonee Falls Bank Manager Keith Shepard, and other staff.

This new 5,546 square foot, full-service office is Waukesha State Bank’s first in Menomonee Falls, extending the bank’s footprint to include 14 offices in Waukesha County. The office features 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 includes a 711 square foot community room that can be utilized by area non-profit organizations for free. Regular lobby hours for the new office are Monday through Friday, 9:00 AM – 5:00 PM and Saturday from 9:00 AM – 12:00 PM. Drive-up hours are Monday through Friday, 8:30 AM – 6:00 PM and Saturday 9:00 AM – 12:00 PM.

“We are excited for the opportunity to join the Menomonee Falls community and expand our presence in Waukesha County,” stated Ty R. Taylor, Waukesha State Bank President & CEO. “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.”

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, Menomonee Falls, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com. Member FDIC.

Waukesha State Bank Promotes Kyle Kees - January 6, 2021
WAUKESHA, Wis. (January 6, 2021) - Waukesha State Bank, a full-service community bank with 13 offices in Waukesha County, is proud to announce the promotion of Kyle Kees to vice president – commercial banking team lead.

“Kyle has done an outstanding job of building strong relationships with our team and with businesses in southeast Wisconsin,” stated Tony Laszewski, Waukesha State Bank senior vice president – commercial banking manager. “This promotion is reflective of Kyle’s ongoing customer commitment and his contribution to Waukesha State Bank’s success.”

Kyle joined Waukesha State Bank in 2018 as vice president – commercial banking officer. He has nearly 15 years of financial experience specializing in commercial lending and holds a Bachelor of Business Administration degree in finance from the University of Wisconsin – Milwaukee. In his new role as vice president – commercial banking team lead, Kyle will be responsible for helping shape the commercial banking department’s sales culture, business development and market visibility, which includes talent recruitment and coaching, referral relationship development, direct marketing and commercial loan portfolio management.

Kyle is active in the local community supporting the March of Dimes and volunteering with his son’s youth football team. He and his family currently reside in Menomonee Falls.

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. Member FDIC.

Waukesha State Bank Announces Regional Managers - December 16, 2020
WAUKESHA, Wis. (December 16, 2020) - Waukesha State Bank, a full-service community bank with 13 offices in Waukesha County, is proud to announce the promotions of Heather Pfalz, Aaron Frank, Carla Bodway and Mondi Hernandez to regional managers.

In their new positions, Pfalz, Frank, Bodway and Hernandez will be responsible for providing additional guidance and support to bank managers, employees and office operations in their respective regions. They will promote and facilitate cooperation and collaboration between offices and the communities they serve, support and maintain exceptional service levels, assist with employee development and career advancement, and help connect customers with expertise and resources throughout the bank.

“Heather, Aaron, Carla and Mondi have been instrumental in Waukesha State Bank’s success, and they have the tenure and experience to mentor bank staff and provide customers with the best banking advice and solutions,” stated Devon Arnold, Waukesha State Bank vice president – retail banking manager. “These newly created regional manager positions will build on the solid foundation of teamwork and customer service our outstanding staff of retail bankers deliver every day.”

Heather Pfalz started her career with Waukesha State Bank in 1997 as a teller and has held various positions during her employment. She was promoted to bank officer in 2003, assistant vice president in 2010 and vice president in 2017. She has managed the bank’s Meadowbrook Road, Waukesha; Oconomowoc; Sussex and Downtown Waukesha offices. In her new role as vice president – central regional manager, Pfalz will continue to manage the Downtown Waukesha location and oversee the central Waukesha State Bank region, which includes the Downtown Waukesha; W. Sunset Drive, Waukesha; and E. Main Street, Waukesha offices.

Aaron Frank started his career with Waukesha State Bank in 2000 as a teller. He has held varying positions at the Bank from personal banker to bank manager of the Meadowbrook Road office in Waukesha before becoming bank manager of the Pewaukee location in 2012. In 2016, he was promoted to assistant vice president and in 2018 to vice president. In his new position as vice president – north regional manager, Aaron will continue to manage the Pewaukee location and oversee the north Waukesha State Bank region, which includes the Pewaukee, Menomonee Falls, Brookfield and Sussex offices.

Carla Bodway joined Waukesha State Bank in 1999 as a teller. After briefly leaving in 2000, she returned in 2005 and took on increasing roles and responsibilities over the years including assistant teller supervisor, personal banker and customer service center manager before becoming the bank manager of the Delafield branch in 2010. She was promoted to assistant vice president in 2016. In her new role as assistant vice president – west regional manager, Carla will continue to manage the Delafield location and oversee the west Waukesha State Bank region, which includes the Delafield, Oconomowoc and Meadowbrook Road, Waukesha offices.

A native of Waukesha, Mondi Hernandez has 15 years of industry experience and started her career with Waukesha State Bank in 2005. She has held varying positions at the bank including teller, assistant teller supervisor and personal banker before being promoted to bank manager of the former Silvernail Road office in 2014. She transitioned to bank manager of the W. Sunset Drive, Waukesha office in 2015 and then to the bank manager of E. Racine Avenue, Waukesha office in 2016 and was promoted to assistant vice president in 2019. In her new role as assistant vice president – south regional manager, Hernandez will continue to manage the E. Racine Avenue location in Waukesha and oversee the south Waukesha State Bank region, which includes the E. Racine Avenue, Waukesha; New Berlin; Muskego and Mukwonago offices.

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. Member FDIC.

Waukesha State Bank Hires Commercial Banker - October 14, 2020
WAUKESHA, Wis. (October 14, 2020) - Waukesha State Bank, a full-service community bank with 13 offices in Waukesha County, has hired Claire Bessette as vice president - commercial banking officer.

“We are pleased to have Claire 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 financial and commercial banking experience positions her well to help local businesses succeed.”

Claire has nearly 15 years of financial experience specializing in commercial lending, treasury management, business development and branch management. Prior to joining Waukesha State Bank, Claire worked for PNC Bank as vice president – treasury management officer. In her new role as vice president – commercial banking officer, Claire will be responsible for prospecting, developing and managing commercial loan portfolios.

Claire is active in the community serving on the board of directors for Kyle’s Korner and as a committee member for the Waukesha County Business Alliance’s Professional Women’s Development Network.

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. Member FDIC.

Lisa Persohn Graduates from Cannon Financial Institute as an Honor Graduate - September 28, 2020
WAUKESHA, Wis. (September 28, 2020) - Waukesha State Bank, a full-service community bank with 13 locations in Waukesha County, is pleased to announce that Lisa Persohn, vice president – director of wealth management and trust operations, graduated from the Cannon Financial School on Trust Audit, Compliance and Risk Management and earned her Certified Fiduciary and Investment Risk Specialist® (CFIRS) certification.

“Lisa’s CFIRS® certification and Cannon Financial Institute Honor Graduate status show her ongoing commitment to personal and professional excellence, as well as a desire to remain on the leading edge of the financial services industry,” stated Victor J. Schultz, President of Waukesha State Bank Wealth Management.

CFI’s Trust Audit, Compliance and Risk Management School is a three-year school, consisting of 38 hours of classroom instruction each year. Diplomas are awarded upon completion of the entire sequence. Additionally, Lisa successfully completed the Trust Audit, Compliance and Risk Management School with the Honor Graduate designation, Cannon’s highest academic distinction. This award is given to those students who complete each level of the course with a 90 or above on each of the comprehensive exams given at the conclusion of each class.

Cannon is a 50-year-old financial training institution that offers a three-year General Trust School and over 52 specialized schools and seminars for the financial services industry. Over several hundred students attended these sessions, which are offered at four locations around the country. Over the years, Cannon Financial Institute has earned a national reputation for setting the benchmark in practical and relevant training for the financial services industry.

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 Promotes Yer Yang - September 25, 2020
WAUKESHA, Wis. (September 25, 2020) - Waukesha State Bank, a full-service community bank with 13 locations in Waukesha County, has promoted Yer Yang to assistant vice president – mortgage operations manager.

“Yer’s promotion is well deserved and reflective of her contributions to Waukesha State Bank’s mortgage lending success,” stated Robert B. Helvey, Waukesha State Bank vice president – mortgage lending manager.

Yang started with Waukesha State Bank in 2016 as a mortgage lending underwriter and has over 15 years of financial experience. In 2018, she transitioned to commercial banking as the workout specialist, and in 2019 she returned to mortgage banking as the mortgage operations manager. In her new role as assistant vice president – mortgage operations manager, Yer will continue to be responsible for directing and managing the mortgage operations team, which includes the mortgage processing, disclosure staff, mortgage underwriting and closing.

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.

Josephine (Jo) Stahl Joins Prairie Trust as Fiduciary Tax Administrator - September 25, 2020
OCONOMOWOC, Wis. (September 25, 2020) – Prairie Trust®, a division of Waukesha State Bank, is proud to announce the hire of Jo Stahl as fiduciary tax administrator.
“We are excited to welcome Jo to the Prairie Trust team,” stated Victor J. Schultz, president of Prairie Trust. “Her extensive experience with all aspects of tax planning, including specialization in fiduciary taxation for estates and trusts, makes her an incredible asset to our clients.”

Jo Stahl comes to Prairie Trust with over 25 years of tax and accounting experience, most recently serving as tax and accounting manager for Elite Sports Clubs. Prior to that, Jo was a senior tax manager at Sikich LLP in the Brookfield office. She specializes in fiduciary, individual, corporate and partnership tax planning, consulting and compliance. In her new role with Prairie, Jo will be responsible for managing the fiduciary tax return preparation and filing process to ensure prompt and accurate delivery of all tax-related obligations required of Prairie Trust. She will be responsible for all facets of the division’s tax compliance program, including fiduciary, estate, gift and personal income tax.

Jo earned her masters of science taxation degree from the University of Wisconsin – Milwaukee and her bachelors of business administration degree in accounting from the University of Wisconsin – Oshkosh. In addition, she is a Certified Public Accountant (CPA). She and her family currently reside in Hartland, and she is active in the community volunteering at Swallow School in Hartland.

Prairie Trust is the premier fiduciary-focused trust company in Wisconsin specializing in personal trust administration, estate settlement services, and special needs trust administration. 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 Promotes Mike Danielson - August 24, 2020
WAUKESHA, Wis. (August 24, 2020) - Waukesha State Bank, a full-service community bank with 13 locations in Waukesha County, has promoted Mike Danielson to assistant vice president – commercial banking officer.

“Mike’s promotion is well deserved and reflective of his contribution to Waukesha State Bank’s success,” stated Tony Laszewski, Waukesha State Bank senior vice president – commercial banking manager.

Danielson started with Waukesha State Bank in 2018 as a commercial banker. He has nearly 20 years of financial experience specializing in business development, commercial loan portfolio management, private banking, consumer lending and mortgage loan origination. In his new role as assistant vice president – commercial banking officer, Mike will continue to be responsible for prospecting, developing and managing a commercial loan portfolio.

Danielson earned his bachelors of business administration degree in accounting and real estate from the University of Wisconsin – Milwaukee and is active in the community serving as treasurer for the Elm Grove Community Foundation. He and his wife currently reside in Elm Grove.

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 Accepted into the Federal Reserve’s Main Street Lending Program – July 22, 2020
WAUKESHA, Wis. (July 22, 2020) – Waukesha State Bank, a 13 branch independent community bank in Waukesha County, is proud to announce its acceptance into the Federal Reserve’s Main Street Lending Program.

“With COVID-19’s economic impact, and its uncertain duration, supporting local businesses and their employees through bank lending is critical and a top priority for Waukesha State Bank,” stated Ty R. Taylor, Waukesha State Bank President & CEO. “I’m proud that we are able to offer another lending option to the businesses in our communities.”

The Main Street Lending Program offers five-year loans to help credit flow to small- and medium-sized businesses that were in sound financial condition prior to the COVID-19 pandemic, but now need financing to maintain their operations until they have recovered from, or adapted to, the impacts of the pandemic. The program aims to assist businesses that are likely too big for the Paycheck Protection Program and too small for other Federal Reserve emergency credit facilities. The program offers five-year loans, ranging in size from $250,000 - $300 million, with floating rates, principal payments deferred for two years, and interest payments deferred for one year. The goal is to help businesses facing temporary cash flow interruptions.

Interested businesses can find additional information by visiting bostonfed.org/mslp

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 Processes Nearly 1,600 Paycheck Protection Program Applications – July 6, 2020
WAUKESHA, Wis. (July 6, 2020) – Waukesha State Bank, a 13 branch independent community bank in Waukesha County, processed 1,596 U.S. Small Business Administration (SBA) Paycheck Protection Program (PPP) loans funding over $164 million for local small businesses.

As part of the Coronavirus Aid, Relief and Economic Security (CARES) Act, the government allocated $659 billion to the PPP to provide small businesses with funding to enable them to continue to pay employees through the current pandemic. The loans could be for 2.5 times payroll costs, up to $10 million, and featured a streamlined application process and fewer requirements. Most significantly, PPP loans can be forgiven, fully or in part, depending on if borrowers maintain head counts and payrolls at pre-pandemic levels and use their loan for permitted expenses.

“Helping small businesses in our community navigate through this unprecedented time and apply for much needed assistance was a top priority for Waukesha State Bank,” stated Ty R. Taylor, Waukesha State Bank President & CEO. “I’m proud that we were able to disburse loans to our community as fast as possible.”

As the recipient of the 2019 Wisconsin SBA Volume Lender Award for banks with an asset size between $500 million and $1 billion, Waukesha State Bank was well equipped to serve the small businesses in southeastern Wisconsin. The Bank started accepting applications and submitting them to E-Tran, the federal computer system, when the program opened on April 3, even as the government was still clarifying the rules. Waukesha State Bank processed 782 applications during the first round of funding and 814 during the second round. The average loan size was approximately $103,000.

“It is heartening to know that the work we completed will have a lasting impact on so many people,” added Taylor. “Every loan, big and small, saved jobs in our community, and for that I’m so proud of the Waukesha State Bank team.”

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.

Autumn Bartlett Joins Prairie Trust as Personal Trust Assistant – June 29, 2020
OCONOMOWOC, Wis. (June 29, 2020) – Waukesha State Bank, a full-service community bank celebrating over 75 years of service, is proud to announce the promotion of Autumn Bartlett to personal trust assistant within their Prairie Trust division.

“We are pleased to have Autumn join our Prairie Trust team and continue her commitment to serving Waukesha State Bank customers,” stated Victor J. Schultz, president of Prairie Trust. “Her passion for customer service makes her a natural fit for this position.”

Autumn Bartlett joined Waukesha State Bank in 2018 as a teller and recently earned her bachelor of business administration in finance degree from the University of Wisconsin-Whitewater. In her new role as personal trust assistant within Prairie Trust, Autumn will be responsible for supporting Prairie’s trust administrators with the ongoing management of personal trust clients and our Adviser Friendly service.

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 Promotes Staff - June 26, 2020
OCONOMOWOC, Wis. (June 26, 2020) – Prairie Trust®, a division of Waukesha State Bank, is pleased to announce the promotions of Thomas Kieffer to vice president - senior trust administrator and Matthew Woyak to trust officer – real estate administrator.

“With our continued growth in trust administration, Thom and Matt have both been valuable assets to Prairie Trust and our clients,” stated Victor J. Schultz, president of Prairie Trust. “These promotions are reflective of their invaluable leadership and extensive knowledge of the trust, estate planning and real estate industries.”

Thom Kieffer joined Prairie Trust in March 2020 following an extensive career leading the trust and retirement services department at WNB Financial, NA (formerly Winona National Bank) in Winona, Minnesota. He has over 30 years of trust, financial advisory and tax planning experience, which includes broad skills in wealth management, financial analysis, business development, and investment and asset allocation management. As vice president – senior trust administrator, Thom will continue to 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 wife Robyn currently reside in New Berlin, and Thom 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.

Matt Woyak joined Prairie Trust in 2018. He has 20 years of trust and investment experience with a specialization in business valuation and financial analysis. As trust officer – real estate administrator, Matt will continue to be responsible for supporting Prairie’s senior trust administrators with the ongoing management of personal trust and estate settlement clients with an emphasis on real estate and closely held business management.

Matt obtained his master's degree in business administration from Columbia College in Columbia, Missouri and currently holds a Wisconsin Real Estate Broker’s license and the Certified Valuation Analysis designation. He is active in the community serving as treasurer and finance committee chair for the Eisenhower Center, Inc.’s board of directors. He and his family currently reside in Greenfield.

About Prairie Trust
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. 

Lauren Hanson Joins Prairie Trust as Personal Trust Assistant - June 2, 2020
OCONOMOWOC, Wis. (June 2, 2020) – Waukesha State Bank, a full-service community bank celebrating over 75 years of service, is proud to announce the promotion of Lauren Hanson to personal trust assistant within their Prairie Trust division.

“We are pleased to have Lauren 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.”

Lauren Hanson 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 assistant within Prairie Trust, Lauren will be responsible for supporting Prairie’s trust administrators with the ongoing management of personal trust clients and our Adviser Friendly service.

About Prairie Trust
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 Announces COVID-19 Relief Grant Winners in Partnership with the Federal Home Loan Bank of Chicago - June 1, 2020
WAUKESHA, Wis. (June 1, 2020) - Waukesha State Bank, in partnership with the Federal Home Loan Bank of Chicago (FHLB Chicago), is proud to announce the Waukesha County non-profit winners of its 20 - $1,000 COVID-19 relief grants, including:
  • Adaptive Community Approach Program, Inc.
  • Addiction Resource Council, Inc.
  • Alano Club of Waukesha
  • Blessings in a Backpack
  • Donna Lexa Art Centers
  • Eras Senior Network, Inc.
  • Family Promise of Waukesha County
  • Family Service
  • Habitat for Humanity of Waukesha County
  • Healing Hearts of Waukesha County
  • Hope Center, Inc.
  • Humane Animal Welfare Society
  • Lad Lake
  • Mukwonago Food Pantry
  • ProHealth Care Foundation
  • Project WisHope
  • Team Up! With Families
  • Waukesha County Community Dental Clinic
  • Waukesha Free Clinic
  • Your Choice to Live
The COVID-19 relief grants were created specifically for Waukesha County 501(c)(3) non-profit organizations. Non-profit organizations entered by filling out an application, which highlighted the mission of their organizations, who they serve, how they have been impacted by COVID-19 and what they would do with the grant funding. A Waukesha State Bank committee judged the applications with the top 20 scoring non-profits receiving a $1,000 grant.

“Waukesha State Bank, as one of the largest independent, community banks in the state of Wisconsin, has a mission to serve and strengthen our local communities,” stated Stephanie Ohlfs, Waukesha State Bank Vice President – Marketing Manager. “In the midst of COVID-19, our support is needed more than ever, and we are proud to partner with the FHLB Chicago to award these much needed grants to our local non-profits.”

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. Member FDIC.

Waukesha State Bank Sells a Portion of Port Washington Property to Ozaukee Washington Land Trust - May 13, 2020
WAUKESHA, Wis. (May 13, 2020) – Waukesha State Bank, a 13 branch full-service community bank in Waukesha County, is excited to announce that 131 acres of their 240-acre property in Port Washington is now under contract with the Ozaukee Washington Land Trust to become the Cedar Gorge Clay Bluff Nature Preserve.

“We are excited to be able to partner with the Ozaukee Washington Land Trust to conserve this beautiful property in Port Washington,” stated Keith Van De Laarschot, commercial business development director for Waukesha State Bank.

The 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. The southern 131 acres of vacant land along Lake Michigan is now under contract with the Ozaukee Washington Land Trust.

“This land purchase allows us to continue to deliver on our mission of preserving the water resources, natural area and working lands of Ozaukee and Washington Counties,” added Tom Stolp, executive director for the Ozaukee Washington Land Trust.

Cedar Gorge Clay Bluff Nature Preserve would feature unspoiled natural Lake Michigan shoreline views and will compliment nearby Lion’s Den Gorge Nature Preserve, which regularly hosts 100,000+ annual visitors. The locally significant natural areas and critical habitat of this property and adjacency of the tract to the Lake’s scenic open waters makes this preserve especially valuable as a stop-over site for thousands of breeding/migrating birds using the Lake Michigan flyway. The Preserve will feature miles of improved trails and be accessible from the Interurban Trail.

Ozaukee Washington Land Trust works to conserve the water quality of our lakes, streams, rivers, and wetlands, protect and enhance wildlife habitat, and preserve the scenic and open spaces that define our rural landscape. Through strong conservation relationships, with private landowners, farmers, and municipalities, the land trust promotes the benefits of land preservation and provide opportunities for nature-based recreation, improving the quality of life in our communities. Since 1992, Ozaukee Washington Land Trust has protected more than 7,400 acres of land and water.

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.

Payroll Complete Promotes Stephanie Jerge - May 6, 2020
WAUKESHA, Wis. (May 6, 2020) – Payroll Complete, a division of Waukesha State Bank, is proud to announce the promotion of Stephanie Jerge to assistant payroll services manager.

“Stephanie’s promotion is well deserved as she came to us with a strong base of payroll knowledge and experience and has used that to build and enhance customer relationships,” stated DeAnne Price, president of Payroll Complete. “This promotion recognizes Stephanie’s contribution to Payroll Complete’s success.”

Stephanie joined Payroll Complete in August of 2019 as payroll services consultant. She has over 15 years of payroll experience, in both bureau and client settings. In her new role as Payroll Complete’s assistant payroll services manager, Stephanie will continue to work with prospective clients to create and build business relationships in addition to managing conversions and handling managerial duties.

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, 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 Partners with Federal Home Loan Bank of Chicago to Offer $20,000 in COVID-19 Relief Grants to Waukesha County Non-Profits - May 4, 2020
WAUKESHA, Wis. (May 4, 2020) - Waukesha State Bank, in partnership with the Federal Home Loan Bank of Chicago (FHLB Chicago), is offering 20 - $1,000 grants to Waukesha County non-profits for use in COVID-19 relief efforts.

“Waukesha State Bank, as one of the largest independent, community banks in the state of Wisconsin, has a mission to serve and strengthen our local communities,” stated Stephanie Ohlfs, Waukesha State Bank Vice President – Marketing Manager. “In the midst of COVID-19, our support is needed more than ever, and we are proud to partner with the FHLB Chicago to offer these much needed grants to our local non-profits.”

Interested Waukesha County non-profit applicants should visit www.waukeshabank.com to find complete details and the application form. Applications must be submitted by Friday, May 15, 2020. The 20 grant awardees will be announced Monday, June 1, 2020.

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. Member FDIC.
 
Miracle Hexom Earns CERTIFIED FINANCIAL PLANNER™ Practitioner Certification - April 20, 2020
WAUKESHA, Wis. (April 20, 2020) - Waukesha Investments, located at Waukesha State Bank, is proud to announce that Miracle Hexom, Financial Advisor, has been awarded the CERTIFIED FINANCIAL PLANNER™ certification.

Hexom joined Waukesha State Bank in 2011 after graduating from the University of Wisconsin – Whitewater with a bachelor’s degree in finance and has worked for Waukesha Investments since 2012. As a financial advisor, she provides financial planning services in addition to a variety of other advisory and non-advisory financial services, including retirement planning, portfolio reviews, retirement income planning, long-term care insurance, social security strategies, gifting and estate planning, rollovers and fee-based advisory options.

Along with her CFP® certification, Hexom is registered as a general securities representative (Series 7) and as a uniformed securities agent (Series 63) in addition to holding her insurance licenses. She is committed to meeting the ever-changing investment and financial needs of her customers with financial planning experience and the highest level of personalized service.

The CFP® designation identifies those individuals who have met the experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. CFP® certificants must also agree to meet ongoing continuing education requirements and to uphold the Certified Financial Planner Board’s Standards of Professional Conduct.

Established in 1985, Waukesha Investments serves clients throughout southeastern Wisconsin with a full range of financial products and services. Waukesha Investments makes investment and insurance services available through Cetera Investment Services LLC.

Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.
Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
Registered location: 151 E. St. Paul Ave., Waukesha, WI 53188, (262) 549-8559.

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 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(opens in a new window), 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.