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Waukesha State Bank Promotes Benton - July 22, 2021
WAUKESHA, Wis. (July 22, 2021) - Waukesha State Bank, a full-service community bank with 14 locations in Waukesha County, is proud to announce the promotion of Gerry Benton to bank manager of its Meadowbrook Road office in Waukesha.

“This promotion is well deserved and reflective of Gerry’s knowledge and expertise,” stated Devon Arnold, Waukesha State Bank senior vice president – retail banking manager. “Her dedication to customer service and desire to connect with the community make her a natural fit for a bank manager role.”

Gerry started her career with Waukesha State Bank in 2017 and has supported our E. Racine Avenue, E. Main Street and Downtown Waukesha locations as a Personal Banker. She has nearly 15 years of financial experience and is a 2020 graduate of the Waukesha County Business Alliance’s Leadership Waukesha County program. In her new role as bank manager of the Meadowbrook Road office, Gerry will be responsible for all aspects of daily office operations, including business development, personnel management, customer service, lending, relationship management and community service.

Gerry is active in the local community volunteering with Poplar Creek Church in New Berlin as a teen leader/mentor. She and her family currently 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.
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Waukesha State Bank Expands Private Banking with the Hire of Jeremy Behling - July 19, 2021
WAUKESHA, Wis. (July 19, 2021) - Waukesha State Bank, a full-service community bank with 14 locations in Waukesha County, is pleased to announce the expansion of its private banking services with the hire of Jeremy Behling as private banking associate.

“Our private banking services launched in 2019, which gave us the opportunity to introduce more affluent members of the community to the excellent array of financial services and expertise that Waukesha State Bank offers,” stated Victor J. Schultz, President of Waukesha State Bank Wealth Management. “We are pleased to welcome Jeremy to our wealth management team to expand these services. He has an extensive background in retail banking and sales, which positions him well to offer high-touch, insightful customer service.”

Jeremy joined Waukesha State Bank in 2019 as a personal banker. After briefly leaving in early 2021, he returned in June as a private banking associate. In his new role, he will be responsible for supporting the growth of private banking relationships as part of the wealth management division of Waukesha State Bank.

Jeremy is an experienced management and sales professional with over 15 years of financial experience. He holds two bachelor’s degrees in economics and history from the University of Iowa – Iowa City. He and his family currently reside in Burlington, and he will be based out of Waukesha State Bank’s Oconomowoc office located at 1227 Corporate Center Drive.

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 - June 4, 2021
WAUKESHA, Wis. (June 4, 2021) - Waukesha State Bank, a full-service community bank with 14 offices in Waukesha County, has hired Spencer Mather as vice president - commercial banking officer.

“We are pleased to welcome Spencer to our commercial banking team,” stated Tony Laszewski, Waukesha State Bank senior vice president – commercial banking manager. “He has an extensive background in commercial banking and our community, which positions him well to help local businesses succeed.”

Spencer has over 20 years of financial experience specializing in commercial banking and business development. In his new role as vice president – commercial banking officer, Spencer will be responsible for prospecting, developing and managing commercial loan portfolios.

Spencer is active in the community currently serving as the corporate and community outreach liaison for Sunset Playhouse and as a founding member of CNOM, a networking group in Southeast Wisconsin. He also recently completed two full terms on the Board of Directors of the Greater Brookfield Chamber of Commerce of which he has been an active member for 19 years. He and his family currently reside in Pewaukee.

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.
 
Jasper D. Vaccaro Joins Prairie Trust as Madison Market Director - May 24, 2021
OCONOMOWOC, Wis. (May 24, 2021) – Prairie Trust®, a division of Waukesha State Bank, is proud to announce the hire of Jasper D. Vaccaro as Senior Vice President – Madison Market Director.

“We are excited to welcome Jasper to the Prairie Trust team and announce our expansion into the Madison market,” stated Victor J. Schultz, President of Prairie Trust. “Expanding to Madison is a natural next step in Prairie Trust’s vision to provide exceptional open architecture trust services throughout the state of Wisconsin. Jasper’s financial and legal expertise makes him the perfect person to establish and build our Madison presence.”

Jasper Vaccaro joins Prairie Trust with over 10 years of trust, wealth management and private banking experience in addition to 11 years of legal expertise. Jasper most recently served as regional manager for Heartland Financial USA, Inc. where he oversaw wealth management services for Wisconsin Bank & Trust, Illinois Bank & Trust, Minnesota Bank & Trust and Blue Valley Bank & Trust in Kansas City. Prior to his role at Heartland, he served as a vice president with BMO Private Bank where he managed personal trust relationships servicing high net worth and ultra-high net worth families. In his new role with Prairie, Jasper will be responsible for establishing a Madison location and growing directed and delegated trust business in the Madison and northern Illinois markets.

Jasper earned his Juris Doctor degree from the John Marshall Law School in Chicago, Illinois and his Bachelors of Business Administration degree in accounting from Chapman College in Orange, California. He and his family currently reside in Waunakee, and he is active in the community where he has served on the board of directors for Ronald McDonald House Charities of Madison, YMCA of Dane County and Community Action, Inc. of Rock and Walworth Counties.

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 Investments Promotes Albarran - May 19, 2021
WAUKESHA, Wis. (May 19, 2021) - Waukesha Investments, located at Waukesha State Bank, is proud to announce the promotion of Alicia Albarran to financial advisor.

Alicia joined Waukesha State Bank in August of 2014 as a teller and has taken on increasing roles and responsibilities over the past six and a half years. In 2015, she was promoted to assistant teller supervisor in March and teller supervisor/personal banker in November. In September of 2017, she joined the Waukesha Investments team as a sales assistant. She was promoted to registered services representative in March 2018, and in her new role as financial advisor, Alicia will be responsible for providing financial guidance and investment solutions that assist customers in meeting their financial goals. She will provide a variety of advisory and non-advisory financial services, including financial planning, retirement planning, portfolio review, retirement income planning, long-term care insurance, social security strategies, gifting and estate planning, rollovers and fee-based advisory options.

Alicia earned her bachelor’s degree in finance from the University of Wisconsin-Madison. She is FINRA registered with series 7, 63 and 66 securities registrations in addition to being fluent in Spanish. She and her family currently reside in Waukesha.

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, Menomonee Falls, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.
 
Prairie Trust Purchases Pewaukee Building as Office Expands - April 28, 2021
OCONOMOWOC, Wis. (April 28, 2021) - Prairie Trust, Wisconsin’s premier fiduciary-focused trust company and a division of Waukesha State Bank, announced today the recent purchase and upcoming renovation of a Pewaukee building to serve as the group’s new office.

The building, located at N16W23321 Stone Ridge Dr., will be home to Prairie Trust as well as the Waukesha State Bank Wealth Management team, which includes retirement planning services, investments and private banking. The groups are led by Victor Schultz, president and chief fiduciary officer, and are currently located in the Waukesha State Bank branch office in Oconomowoc.

“Our teams have grown, and we’ve run out of room in Oconomowoc,” said Schultz. “The new space will allow us to continue expanding. As many traditional bank trust providers have trimmed staff as they go to a centralized model, we’ve been able to add some of the most talented and experienced trust officers in the region.”

The building, originally erected in the early 2000s, has an 8,032-square-foot main floor and a 736-square-foot second floor. Its style includes elements of Prairie Style architecture, which also characterizes most Waukesha State Bank standalone branches. The acquisition closed on March 31.

Prairie Trust and Waukesha State Bank Wealth Management will be the sole occupants of the new building, which will be remodeled prior to their taking occupancy sometime in the fourth quarter. Remodeling planning is underway by Thrive Architects. The contract work for construction has yet to be bid out.

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.
 
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.