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Waukesha State Bank Promotes Holly Garza to Mortgage Consultant - January 4, 2023
WAUKESHA, Wis. (January 4, 2023) - Waukesha State Bank, a full-service community bank with 14 locations in Waukesha County, has promoted Holly Garza to mortgage consultant.

“Holly has consistently demonstrated a focus on mastering the skills and knowledge necessary to grow her career with the bank. This promotion is well deserved and reflective of Holly’s contributions to our team and our mortgage customers,” stated Robert B. Helvey, Waukesha State Bank senior vice president – mortgage lending manager.

Garza joined Waukesha State Bank in August 2018 as a teller and has held varying positions on the retail side of the bank including teller supervisor and personal banker. She transitioned to sales assistant of the mortgage team in April 2021 where she worked directly with senior lenders to builder her skills in mortgage lending. With her promotion to mortgage consultant, she 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.

Garza will be based out of the Waukesha State Bank location at S31 W25995 W. Sunset Drive in Waukesha and will service all of Southeastern Wisconsin.

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.

Waukesha State Bank Hires Commercial Banker - December 21, 2022
WAUKESHA, Wis. (December 21, 2022) - Waukesha State Bank, a full-service community bank with 14 offices in Waukesha County, has hired L. Wesley MCKenzie III as assistant vice president - commercial banking officer.

“We are pleased to welcome Wesley to our commercial banking team,” stated Tony Laszewski, Waukesha State Bank senior vice president – commercial banking manager. “He brings both a broad financial background and the technical expertise we need to service the businesses of southeastern Wisconsin.”

MCKenzie has over 10 years of broad financial experience including business and retail lending in addition to collections and operations expertise. Prior to joining Waukesha State Bank, MCKenzie worked for US Bank as a business banking specialist. In his new role as assistant vice president - commercial banking officer, MCKenzie will be responsible for prospecting, developing and managing commercial loan portfolios.

MCKenzie is active in the community serving on the board of directors for UniteWI and Generation of Excellence Trendsetters. He is also an ordained minister serving at Abundant Faith Church of Integrity in addition to being an avid cyclist and completing a Century ride annually. He and his 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, Menomonee Falls, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com. Member FDIC.

Waukesha State Bank Awards Scholarships to Carroll University Freshmen - November 21, 2022
WAUKESHA, Wis. (November 21, 2022) – Waukesha State Bank, a full-service community bank with 14 locations in Waukesha County, awarded 20, $1,000 scholarships to incoming freshmen at Carroll University.

“We are proud to have supported Carroll University scholarships for the last 26 years,” said Ty Taylor, President and CEO of Waukesha State Bank. “Our annual scholarship commitment demonstrates our pledge to education and our local students.”

Waukesha State Bank began their Carroll University scholars’ program in 1996 to support Carroll students, from Waukesha County, in their freshmen year. Scholarships are awarded based on extracurricular activities, community service and job experience. To date, the program has impacted over 480 Carroll students.

“We are grateful for Waukesha State Bank’s continued commitment to Carroll University and our students,” said Dawn Scott, Vice President of Enrollment for Carroll University. “Through the years, many of the local students supported by Waukesha State Bank scholarships have stayed in the area and continued their impact through work, family and volunteerism.”

The twenty 2022-23 Waukesha State Bank scholarship recipients are Angel Calderon of Waukesha, Paige Clementi of Waukesha, Grace Fisher of Dousman, Audrey Flanders of New Berlin, Natalie Gricius of Oconomowoc, Marcela Hahn of Sussex, Alicia Holzem of Sussex, Emily Knott of New Berlin, Emily Krawczyk of Muskego, Alma Lopez of Waukesha, Paige McLaughlin of Hartland, Emily Motz of New Berlin, Abigail Olstinske of New Berlin, Chloe Raethke of Harland, Cora Riffle of Waukesha, Kaylee Shaffer-Joers of Waukesha, Sarah Stamn of Brookfield, Layla Tank of Pewaukee, Tess Thompson of New Berlin and Ethan Weber of Waukesha.

About Waukesha State Bank
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.

About Carroll University
Carroll University was incorporated in 1846, making it Wisconsin’s first four-year institution of higher learning. Situated in Waukesha, the independent, co-educational comprehensive university is grounded in the liberal arts tradition, and offers more than 95 areas of study, multiple graduate programs and a clinical doctorate in physical therapy. For more information, visit www.carrollu.edu, and follow us on Twitter and Facebook.

Prairie Trust Professional Earns National Certification - November 3, 2022
WAUKESHA, Wis. (November 3, 2022) – Prairie Trust, a division of Waukesha State Bank, is proud to announce that Lori Hert, Senior Personal Trust Associate, was recently awarded the Certified Trust & Financial Advisor (CTFA) professional certification from the American Bankers Association.

Earning the CTFA certification validates Lori’s experience and depth of education in the wealth management industry. The CTFA certification is awarded to individuals who demonstrate excellence in the field of wealth management and trust. To qualify for the CTFA certification, individuals must have certain levels of experience and education in the trust profession, pass an exam, and agree to abide by a code of ethics. The CTFA exam covers many areas including fiduciary and trust activities, financial planning, tax law and planning, investment management and ethics.

Lori Hert joined Prairie Trust in 2019 and serves as Senior Personal Trust Associate. She assists Vice President and Senior Trust Administrator, Thom Kieffer, with day-to-day customer care and administrative operations, including account opening and closing, beneficiary distributions, account reviews, updating trust records, bill payment and research. Lori also serves as the point of contact for many client relationships. She takes great satisfaction in making personal connections with customers and helping to meet their needs. Lori has over 25 years of estate planning and related trust experience. Prior to joining Prairie Trust, Lori worked for an estate planning law firm administering probate matters and was an integral part in creating trusts and estate plans. She is pleased to work full circle in the implementation and administration of trusts, guardianships, individual retirement accounts and investment management accounts.

Financial services professionals, working through ABA, initiated the CTFA certification and seven others in order to establish meaningful standards of knowledge in specialty areas of the financial services industry. ABA Professional Certifications formally recognize those who meet these standards and meet professional continuing education and development requirements.

ABA Professional Certifications promote the highest standards of performance in the financial services industry by validating individuals’ knowledge and expertise. For more information visit www.aba.com/certifications.

About Prairie Trust
Prairie Trust, celebrating 50 years in 2022, 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 Fischer and Moehle to Bank Managers - September 16, 2022
WAUKESHA, Wis. (September 16, 2022) – Waukesha State Bank, a 14-branch independent community bank in Waukesha County, is pleased to announce the promotion of Matt Fischer to bank manager of its Sussex office and Tracy Moehle to bank manager of its Mukwonago office.

In their new positions, Fischer and Moehle will be responsible for all aspects of daily operations, including business development, personnel management, customer service, lending, relationship management and community involvement at their respective offices.
“We applaud Matt and Tracy’s commitment and enthusiasm for taking on leadership roles in key markets we serve,” stated Devon Arnold, Waukesha State Bank senior vice president – retail banking manager. “These promotions are well deserved and reflective of the commitment they both make to their respective customers.”

Fischer started his career with Waukesha State Bank in 2016 as a teller at the Oconomowoc office. In May of 2018, his exceptional customer service and teamwork earned him promotions to customer service representative and assistant team supervisor. Later that same year, he transferred to the bank’s Prairie Trust division as a trust associate, supporting Prairie’s personal trust administrators. In May of 2020, Fischer returned to the retail side of the bank, and in 2021 he was promoted to personal banker of the E. Main Street office in Waukesha. Fischer earned his bachelor’s degree in marketing from the University of Wisconsin - Milwaukee. He is active in the community serving as board chair for Waukesha State Bank’s internal volunteer group, Helping Hearts. Through the group, he organizes various volunteer projects and community service opportunities throughout the year. Fischer currently resides in Oconomowoc.

Moehle joined Waukesha State Bank in September of 2021 as a personal banker at the Downtown Waukesha office. She brought with her over 12 years of banking experience, including a year of Waukesha State Bank personal banking and loan servicing experience from 2018. She and her family currently reside in Greendale.

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 Tyler Kern to Assistant Vice President - August 29, 2022
WAUKESHA, Wis. (August 29, 2022) – Waukesha State Bank, a 14-branch independent community bank in Waukesha County, is pleased to announce the promotion of Tyler Kern to assistant vice president - investment officer.

“Tyler plays an essential role at Waukesha State Bank, and we are proud to recognize his talent,” stated Ann Pascavis, Waukesha State Bank senior vice president - chief financial officer. “We look forward to his continuing contributions to the growth of Waukesha State Bank.”

Tyler Kern joined Waukesha State Bank in 2018 as a commercial banking credit analyst/portfolio manager. He holds a Bachelor of Business Administration degree in finance, investment and banking, and risk management and insurance from the University of Wisconsin – Madison. He was promoted to investment officer in December of 2021, and in his new role as assistant vice president - investment officer, Tyler will continue to be responsible for managing the bank’s investment portfolio. In addition, he will continue to monitor and manage the bank's liquidity and sensitivity to interest rate and market risk.

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 Donates School Supplies to Hawthorne Elementary School - August 26, 2022
WAUKESHA, Wis. (August 26, 2022) – 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, 51 fully supplied backpacks were donated to Hawthorne Elementary second grade students,” stated Matt Fischer, Helping Hearts board chair and Waukesha State Bank personal banker.

Because of Waukesha State Bank’s donation, on registration day each second-grade 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 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, Menomonee Falls, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit www.waukeshabank.com. Member FDIC.

Waukesha State Bank Hires Controller - August 23, 2022
WAUKESHA, Wis. (August 23, 2022) - Waukesha State Bank, a 14-branch independent community bank in Waukesha County, has hired Melissa Gramza as controller.

“Melissa’s strong financial and accounting experience makes her uniquely qualified to build on our foundation of success, and we are proud to welcome her to the Waukesha State Bank team,” stated Ann Pascavis, Waukesha State Bank senior vice president – chief financial officer.

Gramza has eight years of financial experience and holds a Bachelor of Business Administration degree in finance from the University of Wisconsin-Whitewater and a bachelor’s degree in accounting from the University of Wisconsin-Parkside. Most recently, she worked as a controller for Community State Bank in Union Grove, Wisconsin. In her new role as controller for Waukesha State Bank, Gramza will be responsible for directing the staff and day-to-day operations of the finance department, which includes analyzing and reporting the Bank’s financial information on a periodic basis.

Gramza is actively involved in the community coaching 5th – 8th grade girls’ volleyball and basketball at St. Roman Parish 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, Menomonee Falls, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com. Member FDIC.

Waukesha State Bank Promotes Granado to Commercial Banker - August 19, 2022
WAUKESHA, Wis. (August 19, 2022) - Waukesha State Bank, a 14-branch independent community bank in Waukesha County, is proud to announce the promotion of Meena Granado to commercial banker.

“Meena has consistently demonstrated ambition towards furthering her skillset. This promotion is well deserved and reflective of Meena’s contributions to our team and her business customers in southeastern Wisconsin,” stated Tony Laszewski, Waukesha State Bank senior vice president – commercial banking officer.

Granado holds a bachelor’s degree in business administration from Cardinal Stritch University and started her career with Waukesha State Bank in 2016 as a payroll services representative within the Bank’s Payroll Complete division. She was promoted to a lead position within Payroll Complete in 2018 before transitioning to the commercial banking department as a commercial workout specialist in 2019. Granado was then promoted to credit analyst/portfolio manager in January of 2022. In her new role as commercial banker, Granado will be responsible for prospecting, developing, and managing commercial loan portfolios.

Granado is active in the community serving on the board of directors for Parent’s Place and as an ambassador for the Waukesha County Business Alliance. In addition, she volunteers with the Waukesha School District. She and her family reside in Waukesha.

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.

Brenda Chadwick Joins Prairie Trust as Personal Trust Assistant - July 26, 2022
Waukesha, Wis. (July 26, 2022) – Waukesha State Bank, a full-service community bank celebrating over 75 years of service, is proud to announce the promotion of Brenda Chadwick to Personal Trust Assistant – Estate Settlement & Real Estate within their Prairie Trust® division.

“We are pleased to have Brenda 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.”

Brenda Chadwick joined Waukesha State Bank in 2019 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, Brenda will be working with Prairie’s trust administrators in coordinating the active management of client real estate, personal property and post-death settlement matters.

Brenda earned her Bachelor’s degree from the University of Minnesota. She and her family currently reside in Oconomowoc.

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 Promotes Anna Eby - June 3, 2022
WAUKESHA, Wis. (June 3, 2022) – Waukesha State Bank, a 14-branch independent community bank in Waukesha County, is pleased to announce the promotion of Anna Eby to bank manager of its Brookfield office located at 18300 W. Capitol Drive.

“Anna has consistently grown her knowledge and skills to become a valuable member of our team and a trusted resource for our customers. She has been an integral part of the Brookfield office’s success over the past seven years, and her commitment to the bank’s mission of serving our customers and the community makes her a great fit to lead our Brookfield office,” stated Devon Arnold, Waukesha State Bank senior vice president – retail banking manager.

Eby started her career with Waukesha State Bank in 2012 as a teller at the Downtown Waukesha office. In February of 2014, she was promoted to customer service representative, and two months later to assistant teller supervisor. In December of 2014, she was again promoted to teller supervisor/personal banker of the Brookfield office. In her new role as bank manager of the Brookfield office, Eby will be responsible for all aspects of daily operations, including business development, personnel management, customer service, lending, relationship management and community service.

Eby earned her Bachelors of Fine Arts degree from Northern Michigan University and is active in the community volunteering with Junior Achievement.

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.

Tim Lammers Joins Waukesha State Bank as Mortgage Consultant - June 1, 2022
WAUKESHA, Wis. (June 1, 2022) - Waukesha State Bank, a full-service community bank with 14 locations in Waukesha County, has hired Tim Lammers as a mortgage consultant. Lammers 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.

“We are excited to welcome Tim to the Waukesha State Bank mortgage lending team,” stated Robert B. Helvey, Waukesha State Bank senior vice president – mortgage lending manager. “His mortgage experience is a great addition as we expand our mortgage customer base.”

Lammers comes to Waukesha State Bank from Blackhawk Community Credit Union where he served as mortgage loan originator/portfolio loan manager. He holds a bachelor’s degree in business administration from Carroll University and has over 20 years of residential lending experience specializing in originating Fannie Mae/Freddie Mac, portfolio, construction, bridge, and government mortgage loans.

Tim will be based out of the Waukesha State Bank Pewaukee branch located at 1230 W. Capitol Drive, servicing all of Southeastern Wisconsin. He and his family currently reside in Lisbon.

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.

Waukesha State Bank Promotes Mondi Hernandez - May 27, 2022
WAUKESHA, Wis. (May 27, 2022) - Waukesha State Bank, a full-service community bank with 14 offices in Waukesha County, is proud to announce the promotion of Mondi Hernandez to vice president – south region retail banking manager.

“Mondi has consistently demonstrated a commitment to the bank’s ideals of serving our customers, our employees and the community. She does that with the highest level of professionalism and personal attention. Her career growth and this promotion is a direct reflection of the experience and expertise she has developed and the significant contribution she makes to the bank’s success,” stated Devon Arnold, Waukesha State Bank senior vice president – retail banking manager.

A native of Waukesha, Mondi Hernandez has over 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. She was promoted to assistant vice president in 2019 and regional retail banking manager in 2020. In her new role as vice president – south region retail banking 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.

Prairie Trust & Waukesha State Bank Wealth Management Celebrate New Location in Waukesha with Ribbon Cutting - April 27, 2022
WAUKESHA, Wis. (April 27, 2022) – Prairie Trust, a division of Waukesha State Bank, and Waukesha State Bank Wealth Management officially celebrated the opening of their new headquarter location in Waukesha on Tuesday with a customary ribbon cutting ceremony. The new office, which opened February 7, 2022, is located at N16W23321 Stone Ridge Drive in Waukesha. Waukesha County Business Alliance President & CEO Suzanne Kelley, local business representatives, clients and Prairie Trust and Waukesha State Bank officials attended the event.

“2022 marks the 50th anniversary of Prairie Trust and Waukesha State Bank Wealth Management. Over the last 50 years, we have grown to 25 full-time employees and have over $1 billion in assets under administration,” stated Victor Schultz, Waukesha State Bank Wealth Management President & Chief Fiduciary Officer. “This new headquarter location will allow us options for future growth.”

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 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.

About Waukesha State Bank
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 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.

Kevin McElmeel Rejoins Waukesha State Bank as Mortgage Consultant - April 25, 2022
WAUKESHA, Wis. (April 25, 2022) - Waukesha State Bank, a full-service community bank with 14 locations in Waukesha County, has hired Kevin McElmeel as a mortgage consultant. McElmeel 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.

McElmeel started his career with Waukesha State Bank in September of 2012 as a teller. For five years, he took on increasing roles and responsibilities in the retail banking department including customer service representative, assistant teller supervisor, teller supervisor, and personal banker. When he left the bank in 2017, he was the bank manager of the Mukwonago office.

In the subsequent years following his departure, McElmeel worked for two different mortgage brokers, most recently as a senior loan officer with Prosperity Home Mortgage. With his five years of residential lending experience, he has developed a thorough understanding of agency and government mortgage products and consistently exceeds customer expectations with their home buying needs.

“We are pleased to welcome Kevin back to Waukesha State Bank and specifically to our mortgage lending team,” stated Robert B. Helvey, Waukesha State Bank senior vice president – mortgage lending manager. “His residential lending experience, combined with his strong customer service skills, adds depth to our team as we look to expand our mortgage customer base.”

McElmeel will be based out of the Waukesha State Bank Delafield (3293 Golf Road) and Mukwonago (1160 N. Rochester Street) locations, servicing all of Southeastern Wisconsin. He and his family currently reside in Mukwonago.

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.

Waukesha State Bank Celebrates Community Banking Month with Free Paper Shredding and More - April 1, 2022
WAUKESHA, Wis. (April 1, 2022) - Waukesha State Bank is celebrating Community Banking Month, throughout April, with a variety of pay it forward events and community activities, including free paper shredding days.

“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 Director. “This April, we’re excited to again offer free paper shredding for the public to safely dispose of their personal paper documents.”

The bank will have a mobile paper shredding truck on the following dates:
  • Saturday, April 9, 10 AM – Noon: Pewaukee Office, 1230 W. Capitol Drive
  • Saturday, April 30, 10 AM – Noon: Oconomowoc Office, 1227 Corporate Center Drive
“Investing into the communities we serve has been one of our guiding principles since we were founded in 1944,” said Ohlfs. “Be sure to 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 receive 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's Wealth Management & Prairie Trust Divisions Celebrate 50 Years, Relocate Headquarters & Expand into Dane County - March 1, 2022
WAUKESHA, Wis. (March 1, 2022) – Waukesha State Bank Wealth Management and Prairie Trust, divisions of Waukesha State Bank, recently relocated their headquarter location from Oconomowoc to N16W23321 Stone Ridge Drive, Waukesha. In addition, Prairie Trust is expanding into Dane County with leased office space at 4600 American Pkwy, Suite 204, Madison.

“2022 marks the 50th anniversary of Prairie Trust and Waukesha State Bank Wealth Management. Over the last 50 years, we have grown to 25 full-time employees and have over $1 billion in assets under administration,” stated Victor Schultz, Waukesha State Bank Wealth Management President & Chief Fiduciary Officer. “We outgrew our space in Oconomowoc, and this new headquarter location in Waukesha, and expansion west into Dane County, will allow us options for future growth.”

WAUKESHA
The new headquarter location in Waukesha will be home to both the Waukesha State Bank Wealth Management and Prairie Trust teams, which includes retirement planning services, investment management, private banking, trust services and estate planning.

The building, originally erected in the early 2000s, has an 8,032-square-foot main floor and a 736-square-foot second floor. Its design includes elements of Prairie Style architecture, which also characterizes most Waukesha State Bank standalone branches. Regular hours for the new location are Monday through Friday, 8:30 AM – 5:00 PM.

To celebrate the opening of this new location, an official open house and ribbon cutting ceremony will be held on Tuesday, April 26, from 4:00 – 7:00 PM. The Waukesha County Business Alliance, local dignitaries and government officials will join Waukesha State Bank’s President & CEO Ty Taylor, Waukesha State Bank Wealth Management’s President & Chief Fiduciary Officer Victor Schultz, and other Waukesha State Bank Wealth Management and Prairie Trust staff.

MADISON
Prairie Trust-Madison includes 3,227-square-feet of leased office space. Remodeling is currently underway with the expected office opening in second quarter of 2022. An open house event will be held this summer.

About Waukesha State Bank
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.

About Prairie Trust
Prairie Trust, celebrating 50 years in 2022, 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 Adds Three to Board of Directors - February 17, 2022
WAUKESHA, Wis. (February 17, 2022) - Waukesha State Bank, a 14 branch independent community bank in Waukesha County, is proud to announce the addition of Donna Bembenek, President of Catholic Memorial High School; Laura Gutiérrez, Executive Director of the United Community Center; and Sarit Singhal, President & CEO of SSR/Total IT to its Board of Directors.

“We are delighted to welcome Donna, Laura and Sarit to our board of directors,” stated Ty R. Taylor, Waukesha State Bank President & CEO. “They are each leaders in their respective industries, and their individual professional experience with sales, marketing, education, operations, leadership and technology will be invaluable to Waukesha State Bank as we continue to grow.”

Donna Bembenek has a unique background as a leader in publicly traded, closely held and nonprofit organizations. Her early success in senior sales and marketing roles gives her a bottom-line focus and external facing expertise. She has worked at financial services firms, media companies, at the local and national level of the YMCA and is currently the President of Catholic Memorial High School.

Donna holds a master’s degree in business administration from Alverno College, a bachelor’s degree in public relations and marketing from the University of Wisconsin-Whitewater and attended the Graduate School of Banking at the University of Wisconsin. In addition to serving on the corporate board of Waukesha State Bank, Donna has served as the staff liaison for several board committees of previous employers and is active in the community, serving on the board for several community organizations.

Laura Gutiérrez is the Executive Director of the United Community Center (UCC), one of the largest non-profits in Milwaukee. UCC serves clients on the city’s Southside, ages 6 weeks to 100-years-old+, in programs from Early Childhood Education to elderly care. Prior to joining the United Community Center, Laura held several leadership positions within private and public education. Most recently, Laura served as secretary of the state of Wisconsin’s Department of Safety and Professional Services, overseeing a staff of more than 250 and managing a biennial budget of $100M.

Laura earned her master’s degree in Leadership and Policy from Marquette University and her bachelor’s degree from Carroll University. Laura has been recognized for her leadership and impact on the community through a variety of awards, including Milwaukee Business Journal’s “Women of Influence” award and being named to the “Milwaukee-area Power Brokers” list. She was also named a recipient of the 2022 Marquette University “Alumni National Award” and Carroll University “Distinguished Alumni Award.” She serves on the board of the Johnson Foundation at Wingspread and is an active member of Milwaukee Women, Inc., an organization focused on increasing the representation of women on boards of directors to improve Wisconsin businesses.

Sarit Singhal holds a bachelor’s degree in electrical engineering with a minor in computer science from the University of Wisconsin – Milwaukee and founded SSR/Total IT in 1996 to design, implement and proactively manage information technology strategies for small to mid-sized organizations. As CEO, Sarit focuses on strategy, innovation, collaborative leadership and execution of objectives for SSR and its clients.

In addition to serving on the corporate board of Waukesha State Bank, Sarit is a board member for several organizations including Sharp Literacy, Sentry Equipment, and the Metropolitan Milwaukee Association of Commerce’s (MMAC) Council of Small Business Executives (COSBE), where he also serves on the Education Committee. Passionate about education, entrepreneurship and workforce development, Sarit supports programs helping students pave future successful careers. This led him to earning COSBE’s P. Michael Mahoney Award in 2018 in recognition of his exemplary service and volunteerism.

Waukesha State Bank’s board roster also includes: Carl Geraldson, Chief Financial Officer, Precision Gears, Inc. (retired); Jody Lowe, President, The Lowe Group; Kenneth P. Riesch, President, R & R Insurance Services, Inc.; Daniel R. Shepard, Executive Vice President, Waukesha State Bank (retired); Fred G. Stier, CEO, Stier Construction, Inc.; Ty R. Taylor, President & CEO, Waukesha State Bank; and Beverly M. Chappie, Director Emeritus, Executive Director, Christoph Memorial YWCA (retired).

Waukesha State Bank would like to thank outgoing board members Susan Edwards, President & CEO of ProHealth Care, Inc.; Dr. Cindy Gnadinger, President of Carroll University; and Dr. Anselmo Villarreal, President & CEO of Southwest Key Programs, Inc. for their 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 Promotes Grulke & Flood - February 1, 2022
WAUKESHA, Wis. (February 1, 2022) - Waukesha State Bank, a 14 branch independent community bank in Waukesha County, is proud to announce the promotions of commercial bankers Mitch Grulke and Dan Flood to assistant vice presidents. In their new roles, they will continue to be responsible for prospecting, developing and managing commercial loan portfolios.

“These promotions are well deserved and reflective of Mitch and Dan’s contributions to the community and Waukesha State Bank’s success,” stated Tony Laszewski, Waukesha State Bank senior vice president – commercial banking officer.

Mitch Grulke holds a bachelor’s degree in business administration from the University of Wisconsin-Whitewater and started his career with Waukesha State Bank in 2009 as a teller. He held varying positions on the retail side of the bank including teller supervisor, personal banker, and bank manager before transitioning to the commercial banking department as a commercial workout specialist in 2016. He was promoted to commercial portfolio manager in 2017 and to commercial banker in 2019. Mitch is active in the community serving as a member of the North Prairie Lions Club and on the Waukesha County Technical College’s Business Management Advisory Committee.

Dan Flood joined the Waukesha State Bank team in 2017 as a credit analyst/portfolio manager in the commercial banking department and was promoted to commercial banker in 2019. He holds a bachelor’s degree in both finance and economics from the University of Wisconsin-La Crosse and is active in the community serving on the board of directors for the University of Wisconsin-Milwaukee at Waukesha Foundation.

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 Tyler Kern to Investment Officer - December 6, 2021
WAUKESHA, Wis. (December 6, 2021) – Waukesha State Bank, a 14-branch independent community bank in Waukesha County, is pleased to announce the promotion of Tyler Kern to investment officer.

“This promotion is well deserved and will allow Tyler to utilize his investment knowledge and expertise,” stated Ann Pascavis, Waukesha State Bank’s chief financial officer. “We look forward to his continuing contributions to the growth of Waukesha State Bank.”

Tyler Kern joined Waukesha State Bank in 2018 as a commercial banking credit analyst/portfolio manager. He holds a Bachelor of Business Administration degree in finance, investment and banking, and risk management and insurance from the University of Wisconsin – Madison. In his new role as investment officer, Tyler will be responsible for managing the bank’s investment portfolio. In addition, he will monitor and manage the bank's liquidity and sensitivity to interest rate and market risk.

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 Juliet Martinez - December 2, 2021
WAUKESHA, Wis. (December 2, 2021) – Waukesha State Bank, a 14-branch independent community bank in Waukesha County, is pleased to announce the promotion of Juliet Martinez to bank manager of its Muskego office located at S69 W15273 Janesville Road.

“Juliet has consistently demonstrated a focus on mastering the skills and knowledge necessary to grow her career with the bank. Her commitment to the bank’s ideals of serving our customers and the community makes her a great fit to lead our Muskego office,” stated Devon Arnold, Waukesha State Bank senior vice president – retail banking manager.

Juliet Martinez started her career with Waukesha State Bank in 2016 as a Waukesha West High School co-op student. In January of 2017, she was promoted to customer service representative and continued in this role while simultaneously attending the University of Wisconsin – Whitewater. Juliet was promoted to assistant teller supervisor in February of 2019, and after graduating with her Bachelor of Business Administration degree in general business, she was promoted again to personal banker in January of 2021. In her new role as bank manager of the Waukesha State Bank’s Muskego office, Juliet will be responsible for all aspects of daily operations, including business development, personnel management, customer service, lending, relationship management and community 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 Wealth Management Hires Chief Investment Officer - November 30, 2021
WAUKESHA, Wis. (November 30, 2021) - Waukesha State Bank, a full-service community bank with 14 offices in Waukesha County, has hired D. Rodney Hathaway as Chief Investment Officer of their wealth management division.

“We are thrilled to have a seasoned investment professional such as Rodney join our team,” stated Victor J. Schultz, Waukesha State Bank Wealth Management President & Chief Fiduciary Officer. “With Rodney’s hire, we look forward to being able to expand and diversify the investment services we offer to clients in the Waukesha State Bank footprint.”

Rodney Hathaway comes to Waukesha State Bank from 1492 Capital Management, LLC where he served as Senior Portfolio Manager. He brings more than 25 years of experience in portfolio management, client communications, financial analysis, strategic consulting and business development. In his new role with Waukesha State Bank Wealth Management, Rodney will be charged with overseeing the organization’s wealth management investment portfolio. This includes constructing, implementing and monitoring portfolios as well as leading Waukesha State Bank’s investment committee, providing daily oversight and guidance to Waukesha State Bank’s portfolio managers, and collaborating with the bank’s outside advisor platform to meet the long-term financial needs of clients.

Rodney holds a Masters of Business Administration degree from The Ohio State University and a Bachelors of Business Administration degree in finance from the University of Wisconsin – Milwaukee. In addition, he has earned the prestigious Chartered Financial Analyst (CFA) designation, and he is active in the community serving on the outreach committee for BizStarts, a Milwaukee non-profit organization that coaches start-up businesses. He and his family currently reside in Brookfield.

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.

Waukesha State Bank Promotes Stasia Kruesel - November 8, 2021
WAUKESHA, Wis. (November 8, 2021) – Waukesha State Bank, a 14-branch independent community bank in Waukesha County, is pleased to announce the promotion of Stasia Kruesel to bank manager of its W. Sunset Drive office in Waukesha.

“Stasia has consistently grown her knowledge and expertise during her tenure with Waukesha State Bank and has demonstrated a sincere commitment to our customers and the community,” stated Devon Arnold, Waukesha State Bank senior vice president – retail banking manager. “We are proud to recognize her professional growth and success by expanding her role within our organization.”

Stasia Kruesel started her career with Waukesha State Bank in 2013 and has supported the Oconomowoc, Silvernail Road and Pewaukee offices in roles ranging from teller to teller supervisor and personal banker. Most recently, she was the bank manager for Waukesha State Bank’s Muskego branch. In her new role as bank manager of the W. Sunset Drive office in Waukesha, Stasia will be responsible for all aspects of daily operations, including business development, personnel management, customer service, lending, relationship management and community 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.