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Waukesha State Bank Company News & Updates

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Latest Press Releases

Waukesha State Bank Hires Commercial Banker - October 14, 2020

Lisa Persohn Graduates from Cannon Financial Institute as an Honor Graduate - September 28, 2020

Waukesha State Bank Promotes Yer Yang - September 25, 2020

Josephine (Jo) Stahl Joins Prairie Trust as Fiduciary Tax Administrator - September 25, 2020

Waukesha State Bank Promotes Mike Danielson - August 24, 2020

Waukesha State Bank Accepted into the Federal Reserve's Main Street Lending Program - July 22, 2020

Waukesha State Bank Processes Nearly 1,600 Paycheck Protection Program Applications - July 6, 2020

Autumn Bartlett Joins Prairie Trust as Personal Trust Assistant - June 29, 2020

Prairie Trust Promotes Staff - June 26, 2020

Lauren Hanson Joins Prairie Trust as Personal Trust Assistant - June 2, 2020

Waukesha State Bank Announces COVID-19 Relief Grant Winners in Partnership with the Federal Home Loan Bank of Chicago - June 1, 2020

Waukesha State Bank Sells a Portion of Port Washington Property to Ozaukee Washington Land Trust - May 13, 2020

Payroll Complete Promotes Stephanie Jerge - May 6, 2020

Waukesha State Bank Partners with Federal Home Loan Bank of Chicago to Offer $20,000 in COVID-19 Relief Grants to Waukesha County Non-Profits - May 4, 2020

Miracle Hexom Earns CERTIFIED FINANCIAL PLANNER™ Practitioner Certification - April 21, 2020

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

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

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

Waukesha State Bank Promotes Joel Potter - February 10, 2020

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

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

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

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

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


Waukesha State Bank Hires Commercial Banker - October 14, 2020

WAUKESHA, Wis. (October 14, 2020) - Waukesha State Bank, a full-service community bank with 13 offices in Waukesha County, has hired Claire Bessette as vice president - commercial banking officer.
 
“We are pleased to have Claire join our commercial banking team and continue our ongoing commitment to service excellence,” stated Tony Laszewski, Waukesha State Bank senior vice president – commercial banking manager. “Her extensive financial and commercial banking experience positions her well to help local businesses succeed.”
 
Claire has nearly 15 years of financial experience specializing in commercial lending, treasury management, business development and branch management. Prior to joining Waukesha State Bank, Claire worked for PNC Bank as vice president – treasury management officer. In her new role as vice president – commercial banking officer, Claire will be responsible for prospecting, developing and managing commercial loan portfolios.
 
Claire is active in the community serving on the board of directors for Kyle’s Korner and as a committee member for the Waukesha County Business Alliance’s Professional Women’s Development Network.
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex, Waukesha and soon Menomonee Falls. For more information, visit, www.waukeshabank.com. Member FDIC.
 

Lisa Persohn Graduates from Cannon Financial Institute as an Honor Graduate - September 28, 2020

WAUKESHA, Wis. (September 28, 2020) - Waukesha State Bank, a full-service community bank with 13 locations in Waukesha County, is pleased to announce that Lisa Persohn, vice president – director of wealth management and trust operations, graduated from the Cannon Financial School on Trust Audit, Compliance and Risk Management and earned her Certified Fiduciary and Investment Risk Specialist® (CFIRS) certification.
 
“Lisa’s CFIRS® certification and Cannon Financial Institute Honor Graduate status show her ongoing commitment to personal and professional excellence, as well as a desire to remain on the leading edge of the financial services industry,” stated Victor J. Schultz, President of Waukesha State Bank Wealth Management.
 
CFI’s Trust Audit, Compliance and Risk Management School is a three-year school, consisting of 38 hours of classroom instruction each year. Diplomas are awarded upon completion of the entire sequence. Additionally, Lisa successfully completed the Trust Audit, Compliance and Risk Management School with the Honor Graduate designation, Cannon’s highest academic distinction. This award is given to those students who complete each level of the course with a 90 or above on each of the comprehensive exams given at the conclusion of each class.
 
Cannon is a 50-year-old financial training institution that offers a three-year General Trust School and over 52 specialized schools and seminars for the financial services industry. Over several hundred students attended these sessions, which are offered at four locations around the country. Over the years, Cannon Financial Institute has earned a national reputation for setting the benchmark in practical and relevant training for the financial services industry.
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex, and Waukesha. For more information, visit www.waukeshabank.com.
 

Waukesha State Bank Promotes Yer Yang - September 25, 2020

WAUKESHA, Wis. (September 25, 2020) - Waukesha State Bank, a full-service community bank with 13 locations in Waukesha County, has promoted Yer Yang to assistant vice president – mortgage operations manager.
 
“Yer’s promotion is well deserved and reflective of her contributions to Waukesha State Bank’s mortgage lending success,” stated Robert B. Helvey, Waukesha State Bank vice president – mortgage lending manager.
 
Yang started with Waukesha State Bank in 2016 as a mortgage lending underwriter and has over 15 years of financial experience. In 2018, she transitioned to commercial banking as the workout specialist, and in 2019 she returned to mortgage banking as the mortgage operations manager. In her new role as assistant vice president – mortgage operations manager, Yer will continue to be responsible for directing and managing the mortgage operations team, which includes the mortgage processing, disclosure staff, mortgage underwriting and closing.
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.
 

Josephine (Jo) Stahl Joins Prairie Trust as Fiduciary Tax Administrator - September 25, 2020

OCONOMOWOC, Wis. (September 25, 2020) – Prairie Trust®, a division of Waukesha State Bank, is proud to announce the hire of Jo Stahl as fiduciary tax administrator.

“We are excited to welcome Jo to the Prairie Trust team,” stated Victor J. Schultz, president of Prairie Trust. “Her extensive experience with all aspects of tax planning, including specialization in fiduciary taxation for estates and trusts, makes her an incredible asset to our clients.”

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

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

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

Waukesha State Bank Promotes Mike Danielson - August 24, 2020

WAUKESHA, Wis. (August 24, 2020) - Waukesha State Bank, a full-service community bank with 13 locations in Waukesha County, has promoted Mike Danielson to assistant vice president – commercial banking officer.
 
“Mike’s promotion is well deserved and reflective of his contribution to Waukesha State Bank’s success,” stated Tony Laszewski, Waukesha State Bank senior vice president – commercial banking manager.
 
Danielson started with Waukesha State Bank in 2018 as a commercial banker. He has nearly 20 years of financial experience specializing in business development, commercial loan portfolio management, private banking, consumer lending and mortgage loan origination. In his new role as assistant vice president – commercial banking officer, Mike will continue to be responsible for prospecting, developing and managing a commercial loan portfolio.
 
Danielson earned his bachelors of business administration degree in accounting and real estate from the University of Wisconsin – Milwaukee and is active in the community serving as treasurer for the Elm Grove Community Foundation. He and his wife currently reside in Elm Grove.
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.
 

Waukesha State Bank Accepted into the Federal Reserve's Main Street Lending Program - July 22, 2020

WAUKESHA, Wis. (July 22, 2020) – Waukesha State Bank, a 13 branch independent community bank in Waukesha County, is proud to announce its acceptance into the Federal Reserve’s Main Street Lending Program.
 
“With COVID-19’s economic impact, and its uncertain duration, supporting local businesses and their employees through bank lending is critical and a top priority for Waukesha State Bank,” stated Ty R. Taylor, Waukesha State Bank President & CEO. “I’m proud that we are able to offer another lending option to the businesses in our communities.”
 
The Main Street Lending Program offers five-year loans to help credit flow to small- and medium-sized businesses that were in sound financial condition prior to the COVID-19 pandemic, but now need financing to maintain their operations until they have recovered from, or adapted to, the impacts of the pandemic. The program aims to assist businesses that are likely too big for the Paycheck Protection Program and too small for other Federal Reserve emergency credit facilities. The program offers five-year loans, ranging in size from $250,000 - $300 million, with floating rates, principal payments deferred for two years, and interest payments deferred for one year. The goal is to help businesses facing temporary cash flow interruptions.
 
Interested businesses can find additional information by visiting bostonfed.org/mslp.
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.
 

Waukesha State Bank Processes Nearly 1,600 Paycheck Protection Program Applications - July 6, 2020

WAUKESHA, Wis. (July 6, 2020) – Waukesha State Bank, a 13 branch independent community bank in Waukesha County, processed 1,596 U.S. Small Business Administration (SBA) Paycheck Protection Program (PPP) loans funding over $164 million for local small businesses.
 
As part of the Coronavirus Aid, Relief and Economic Security (CARES) Act, the government allocated $659 billion to the PPP to provide small businesses with funding to enable them to continue to pay employees through the current pandemic. The loans could be for 2.5 times payroll costs, up to $10 million, and featured a streamlined application process and fewer requirements. Most significantly, PPP loans can be forgiven, fully or in part, depending on if borrowers maintain head counts and payrolls at pre-pandemic levels and use their loan for permitted expenses.
 
“Helping small businesses in our community navigate through this unprecedented time and apply for much needed assistance was a top priority for Waukesha State Bank,” stated Ty R. Taylor, Waukesha State Bank President & CEO. “I’m proud that we were able to disburse loans to our community as fast as possible.”
 
As the recipient of the 2019 Wisconsin SBA Volume Lender Award for banks with an asset size between $500 million and $1 billion, Waukesha State Bank was well equipped to serve the small businesses in southeastern Wisconsin. The Bank started accepting applications and submitting them to E-Tran, the federal computer system, when the program opened on April 3, even as the government was still clarifying the rules. Waukesha State Bank processed 782 applications during the first round of funding and 814 during the second round. The average loan size was approximately $103,000.
 
“It is heartening to know that the work we completed will have a lasting impact on so many people,” added Taylor. “Every loan, big and small, saved jobs in our community, and for that I’m so proud of the Waukesha State Bank team.”
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

 

Autumn Bartlett Joins Prairie Trust as Personal Trust Assistant - June 29, 2020

OCONOMOWOC, Wis. (June 29, 2020) – Waukesha State Bank, a full-service community bank celebrating over 75 years of service, is proud to announce the promotion of Autumn Bartlett to personal trust assistant within their Prairie Trust division.
 
“We are pleased to have Autumn join our Prairie Trust team and continue her commitment to serving Waukesha State Bank customers,” stated Victor J. Schultz, president of Prairie Trust. “Her passion for customer service makes her a natural fit for this position.”
 
Autumn Bartlett joined Waukesha State Bank in 2018 as a teller and recently earned her bachelor of business administration in finance degree from the University of Wisconsin-Whitewater. In her new role as personal trust assistant within Prairie Trust, Autumn will be responsible for supporting Prairie’s trust administrators with the ongoing management of personal trust clients and our Adviser Friendly service.

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.

 

Prairie Trust Promotes Staff - June 26, 2020

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

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

Thom Kieffer joined Prairie Trust in March 2020 following an extensive career leading the trust and retirement services department at WNB Financial, NA (formerly Winona National Bank) in Winona, Minnesota. He has over 30 years of trust, financial advisory and tax planning experience, which includes broad skills in wealth management, financial analysis, business development, and investment and asset allocation management. As vice president – senior trust administrator, Thom will continue to be responsible for serving as a relationship manager and fiduciary advisor for a wide range of trust and estate settlement clients.

Thom earned his bachelor’s degree in accounting from St. John’s University in Collegeville, Minnesota and holds Certified Financial Planner (CFP®) and Certified Trust & Financial Advisor (CTFA) designations in addition to being a Certified Public Accountant (CPA). He and his wife Robyn currently reside in New Berlin, and Thom is active in the community volunteering as a new member skills trainer for the Wauwatosa Curling Club and as a member of the Winona State University Foundation’s board of trustees.

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


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

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

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Lauren Hanson Joins Prairie Trust as Personal Trust Assistant - June 2, 2020

OCONOMOWOC, Wis. (June 2, 2020) – Waukesha State Bank, a full-service community bank celebrating over 75 years of service, is proud to announce the promotion of Lauren Hanson to personal trust assistant within their Prairie Trust division.
 
“We are pleased to have Lauren join our Prairie Trust team and continue her commitment to serving Waukesha State Bank customers,” stated Victor J. Schultz, president of Prairie Trust. “Her dedication to customer service and desire for continued learning and career growth make her a natural fit for this position.”
 
Lauren Hanson joined Waukesha State Bank in 2017 as a teller. She has held varying positions on the retail side of the bank including customer service representative and assistant teller supervisor. In her new role as personal trust assistant within Prairie Trust, Lauren will be responsible for supporting Prairie’s trust administrators with the ongoing management of personal trust clients and our Adviser Friendly service.

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

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Waukesha State Bank Announces COVID-19 Relief Grant Winners in Partnership with the Federal Home Loan Bank of Chicago - June 1, 2020

WAUKESHA, Wis. (June 1, 2020) - Waukesha State Bank, in partnership with the Federal Home Loan Bank of Chicago (FHLB Chicago), is proud to announce the Waukesha County non-profit winners of its 20 - $1,000 COVID-19 relief grants, including:
  1. Adaptive Community Approach Program, Inc.
  2. Addiction Resource Council, Inc.
  3. Alano Club of Waukesha
  4. Blessings in a Backpack
  5. Donna Lexa Art Centers
  6. Eras Senior Network, Inc.
  7. Family Promise of Waukesha County
  8. Family Service
  9. Habitat for Humanity of Waukesha County
  10. Healing Hearts of Waukesha County
  11. Hope Center, Inc.
  12. Humane Animal Welfare Society
  13. Lad Lake
  14. Mukwonago Food Pantry
  15. ProHealth Care Foundation
  16. Project WisHope
  17. Team Up! With Families
  18. Waukesha County Community Dental Clinic
  19. Waukesha Free Clinic
  20. Your Choice to Live
The COVID-19 relief grants were created specifically for Waukesha County 501(c)(3) non-profit organizations. Non-profit organizations entered by filling out an application, which highlighted the mission of their organizations, who they serve, how they have been impacted by COVID-19 and what they would do with the grant funding. A Waukesha State Bank committee judged the applications with the top 20 scoring non-profits receiving a $1,000 grant.
 
“Waukesha State Bank, as one of the largest independent, community banks in the state of Wisconsin, has a mission to serve and strengthen our local communities,” stated Stephanie Ohlfs, Waukesha State Bank Vice President – Marketing Manager. “In the midst of COVID-19, our support is needed more than ever, and we are proud to partner with the FHLB Chicago to award these much needed grants to our local non-profits.”
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex, Waukesha and soon Menomonee Falls. For more information, visit, www.waukeshabank.com. Member FDIC.
 

Waukesha State Bank Sells a Portion of Port Washington Property to Ozaukee Washington Land Trust - May 13, 2020

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


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


The property is located along Highway C and is approximately one mile south of downtown Port Washington in Ozaukee County, which is close to many popular shops, restaurants and a marina. The property includes 1.25 miles of continuous lakefront real estate with exceptional views of Lake Michigan. The southern 131 acres of vacant land along Lake Michigan is now under contract with the Ozaukee Washington Land Trust.


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


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


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


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

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Payroll Complete Promotes Stephanie Jerge - May 6, 2020

WAUKESHA, Wis. (May 6, 2020) – Payroll Complete, a division of Waukesha State Bank, is proud to announce the promotion of Stephanie Jerge to assistant payroll services manager.
 
“Stephanie’s promotion is well deserved as she came to us with a strong base of payroll knowledge and experience and has used that to build and enhance customer relationships,” stated DeAnne Price, president of Payroll Complete. “This promotion recognizes Stephanie’s contribution to Payroll Complete’s success.”
 
Stephanie joined Payroll Complete in August of 2019 as payroll services consultant. She has over 15 years of payroll experience, in both bureau and client settings. In her new role as Payroll Complete’s assistant payroll services manager, Stephanie will continue to work with prospective clients to create and build business relationships in addition to managing conversions and handling managerial duties.
 
Stephanie is active in the local community serving as the vice president of the Greater Milwaukee Chapter of the American Payroll Association.
 
Payroll Complete, a division of Waukesha State Bank, has been processing business’ payroll since 1971. They offer a variety of products and services, including payroll processing, payroll tax management, garnishment management, W-2s and 1099s, time and attendance, HR support, recruiting and onboarding, ACA tracking and reporting, benefit enrollment, worker’s compensation and more. For more information on Payroll Complete, visit www.payrollcompletewaukesha.com.
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex, Waukesha and soon Menomonee Falls. For more information, visit, www.waukeshabank.com.

 

Waukesha State Bank Partners with Federal Home Loan Bank of Chicago to Offer $20,000 in COVID-19 Relief Grants to Waukesha County Non-Profits - May 4, 2020

WAUKESHA, Wis. (May 4, 2020) - Waukesha State Bank, in partnership with the Federal Home Loan Bank of Chicago (FHLB Chicago), is offering 20 - $1,000 grants to Waukesha County non-profits for use in COVID-19 relief efforts.
 
“Waukesha State Bank, as one of the largest independent, community banks in the state of Wisconsin, has a mission to serve and strengthen our local communities,” stated Stephanie Ohlfs, Waukesha State Bank Vice President – Marketing Manager. “In the midst of COVID-19, our support is needed more than ever, and we are proud to partner with the FHLB Chicago to offer these much needed grants to our local non-profits.”
 
Interested Waukesha County non-profit applicants should visit www.waukeshabank.com to find complete details and the application form. Applications must be submitted by Friday, May 15, 2020. The 20 grant awardees will be announced Monday, June 1, 2020.
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex, Waukesha and soon Menomonee Falls. For more information, visit, www.waukeshabank.com. Member FDIC.

 

Miracle Hexom Earns CERTIFIED FINANCIAL PLANNER™ Practitioner Certification - April 20, 2020

WAUKESHA, Wis. (April 20, 2020) - Waukesha Investments, located at Waukesha State Bank, is proud to announce that Miracle Hexom, Financial Advisor, has been awarded the CERTIFIED FINANCIAL PLANNER™ certification.
 
Hexom joined Waukesha State Bank in 2011 after graduating from the University of Wisconsin – Whitewater with a bachelor’s degree in finance and has worked for Waukesha Investments since 2012. As a financial advisor, she provides financial planning services in addition to a variety of other advisory and non-advisory financial services, including retirement planning, portfolio reviews, retirement income planning, long-term care insurance, social security strategies, gifting and estate planning, rollovers and fee-based advisory options.
 
Along with her CFP® certification, Hexom is registered as a general securities representative (Series 7) and as a uniformed securities agent (Series 63) in addition to holding her insurance licenses. She is committed to meeting the ever-changing investment and financial needs of her customers with financial planning experience and the highest level of personalized service.
 
The CFP® designation identifies those individuals who have met the experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. CFP® certificants must also agree to meet ongoing continuing education requirements and to uphold the Certified Financial Planner Board’s Standards of Professional Conduct.
 
Established in 1985, Waukesha Investments serves clients throughout southeastern Wisconsin with a full range of financial products and services. Waukesha Investments makes investment and insurance services available through Cetera Investment Services LLC.
 
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.
Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
Registered location: 151 E. St. Paul Ave., Waukesha, WI 53188, (262) 549-8559.
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex, Waukesha and soon Menomonee Falls. For more information, visit, www.waukeshabank.com.

 

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

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

 

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

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

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

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

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

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

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

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

 

Waukesha State Bank Promotes Joel Potter - February 10, 2020

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

 

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

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

 

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

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

 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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