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WAUKESHA, Wis. (April 25, 2025) – Waukesha State Bank, a 14-branch independent community bank in Waukesha County, is pleased to announce the promotion of Bob Meidenbauer to Senior Vice President - Commercial Banking Team Lead. 

 

“Bob is an exceptional banking professional who has played a pivotal role in our continued success,” said Tony Laszewski, Waukesha State Bank Senior Vice President – Commercial Banking Manager. “His expertise, leadership, and unwavering commitment to our customers and communities have been instrumental in driving our growth.”

 

Bob Meidenbauer joined Waukesha State Bank in 2016 as Vice President – Commercial Banking Officer and has since been integral to the expansion and success of the commercial banking department. He has nearly 20 years of financial experience and was promoted to Vice President – Commercial Banking Team Lead in 2019. In his new role as Senior Vice President – Commercial Banking Team Lead, Bob will continue to 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. 

 

Bob holds a bachelor’s degree in finance and marketing, as well as a Master of Business Administration in financial strategy, both from the University of Wisconsin - Milwaukee. He is also a 2021 graduate of the University of Wisconsin–Madison’s Graduate School of Banking. A dedicated community advocate, Bob currently serves on the board of Marquardt Village and is a Loan Committee Member for Economic Development Washington County (EDWC).

 

Waukesha, Wis. (April 17, 2025) – Waukesha State Bank, a full-service community bank with 14 offices throughout Waukesha County, is pleased to announce the addition of Michael Swope as the new Director of Wealth Management Services within its Wealth Management division.

 

“At Waukesha State Bank, we are dedicated to providing best-in-class wealth management solutions tailored to meet our clients' evolving needs,” stated Victor J. Schultz, President & Chief Fiduciary Officer of Waukesha State Bank Wealth Management. “Mike’s deep expertise in wealth management and strong leadership background make him exceptionally well-suited to lead our team into the future.”  

    

Michael brings more than 20 years of investment and wealth management experience to his new role. Most recently, he served as Director of Institutional Consulting Services & Senior Institutional Consultant for Robert W. Baird & Co., Inc., where he led the firm’s $5 billion institutional consulting business – supporting top-tier clients and financial advisor teams nationwide. Prior to that, he was Director of Manager Research and Vice President at BMO Global Asset Management, where he managed large, commingled trusts and oversaw more than 230 active managers. 

 

In his new role, Michael will lead the Waukesha State Bank Wealth Management team, overseeing investment strategy, portfolio management, financial planning, private banking, retirement plan services, and brokerage offerings.

 

Michael holds both Bachelor’s and Master of Business Administration degrees in Finance from the University of Notre Dame and is a Chartered Financial Analyst (CFA). Reflecting his commitment to community involvement, he also serves on the Finance and Investment Committees for Milwaukee Habitat for Humanity.

WAUKESHA, Wis. (April 11, 2025) – Waukesha State Bank, a trusted independent community bank with 14 branches across Waukesha County, is pleased to announce the promotion of Beth Kazinski to the role of Assistant Vice President - Commercial Banking Officer. 

 

“Beth’s unwavering dedication to expanding her expertise and her consistent contributions to both our team and the local business community make this promotion a well-deserved recognition of her hard work,” said Tony Laszewski, Senior Vice President and Commercial Banking Manager at Waukesha State Bank. “Her focus on customer relationships and her deep understanding of our credit philosophy will undoubtedly make her an even greater asset in her new role.”

 

Kazinski joined Waukesha State Bank in 2023 as a Commercial Workout Specialist, bringing with her over 25 years of correspondent banking experience in the residential mortgage loan industry. Over the past two years, she has collaborated closely with the loan review and commercial banking teams, gaining valuable experience in loan workout, deepening her understanding of the bank’s credit approach, and fostering strong relationships both within the bank and with clients. In her new position as Assistant Vice President - Commercial Banking Officer, Kazinski will be responsible for prospecting, developing and managing commercial loan portfolios.

 

Outside of her professional accomplishments, Kazinski is also dedicated to giving back to the community. She volunteers with Metro Mountain Bikers, helping to clean and maintain the bike trails at Waukesha County Parks.

 

WAUKESHA, Wis. (April 9, 2025) – Waukesha State Bank, a 14-branch independent community bank in Waukesha County, is pleased to announce the promotion of Nicole Tindall to Vice President - Regional Bank Manager. 

 

“Nicole has over 15 years of financial experience and a deep understanding of Waukesha State Bank’s culture, having served in various roles with us,” stated Heather Pfalz, Waukesha State Bank Senior Vice President – Retail Banking Manager. “We’re thrilled she’s accepted this new position, which will provide additional guidance and support to bank managers, employees and office operations in her respective region.” 

 

Nicole first joined Waukesha State Bank in 2009 as a Teller, advancing through the ranks to roles including Teller Supervisor, Personal Banker, and eventually Bank Manager of both the W. Sunset Drive and Oconomowoc offices. In 2015, she transitioned to the bank’s Payroll Complete division as Business Development Associate. After a brief period away to explore other opportunities in banking and wealth management, Nicole returned to Waukesha State Bank in 2024 to manage the W. Sunset Drive office in Waukesha. In her new role as Vice President – South Regional Bank Manager, Nicole will continue to manage the W. Sunset Drive location and oversee the south Waukesha State Bank region, which includes the W. Sunset Drive, Waukesha; E. Racine Avenue, Waukesha; Muskego and New Berlin locations. 

 

In addition to her banking career, Nicole is an active volunteer in the local community, having served on the boards of organizations such as 180 Juvenile Diversion, the Oconomowoc Area Chamber of Commerce, SummerStage of Delafield, and the Hope Center of Waukesha. 

 

WAUKESHA, Wis. (April 1, 2025) - Waukesha State Bank is celebrating Community Banking Month, throughout April, with a variety of pay it forward events including gift card giveaways, lunches for first responders, nonprofit donations 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 Senior Vice President – Marketing Director. 

 

Visit www.waukeshabank.com/community-banking-month-calendar or follow Waukesha State Bank’s social media pages to find out where our staff will be throughout the month. If you find us, you could receive something special.

 

WAUKESHA, Wis. (March 6, 2025) – Waukesha State Bank, a 14-branch independent community bank in Waukesha County, is pleased to announce the promotions of Tom Armstrong to Senior Vice President – Manager of Loan Review and Darci Miller to Vice President - Commercial Banking Team Lead. These well-deserved promotions reflect their exceptional leadership, expertise, and unwavering commitment to Waukesha State Bank’s mission. 

 

Ty Taylor, Waukesha State Bank President & CEO, shared, “Tom and Darci are exceptional banking professionals who have each played a pivotal role in our success. Their expertise, leadership, and dedication to our customers and communities are key drivers in our continued growth. We are confident that their promotions will further strengthen our ability to serve our clients and contribute to the overall success of Waukesha State Bank.”

 

Tom Armstrong’s distinguished career in lending and leadership began in 1983, when he joined Waukesha State Bank for a summer project focused on commercial loans. He started full-time with the Bank in 1984 and has held numerous key roles over the years, including Assistant Cashier, Consumer Lender, Loan Compliance Officer, Commercial Lender, Commercial Lending Manager, Senior Investment Officer and currently serves as Loan Review Manager. He was promoted to Assistant Vice President in 1990 and Vice President in 1994. In his new role as Senior Vice President – Loan Review Manager, Tom will continue to oversee and refine the bank’s loan review processes, ensuring the continued integrity of the lending portfolio and supporting the bank’s strategic goals.

 

Tom’s Waukesha-area education began at St. Mary’s Catholic Grade School and Catholic Memorial High School. Tom went on to earn his Bachelor of Science (BS) in mathematics from the University of Wisconsin – Madison and his Master of Business Administration (MBA) in finance from the University of Wisconsin – Whitewater. Additionally, Tom is a graduate of the University of Wisconsin’s Graduate School of Banking and has been very involved in his community over the years serving in various roles with Catholic Social Services, the United Way of Waukesha County, the Republican Party of Waukesha County, the City of Waukesha’s Fox River Committee, Junior Achievement and Waukesha Noon Rotary Club.

 

Darci Miller joined Waukesha State Bank in 2024 and has since played a critical role in the growth of the commercial banking department. As Vice President - Commercial Banking Team Lead, Darci 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. With nearly 30 years of experience in business banking, Darci has proven herself to be a leader committed to helping local businesses thrive. 

 

Darci holds both a BS and MBA in finance from Marquette University. A strong advocate for community engagement, Darci is a member of Tempo Milwaukee, South Suburban Chamber of Commerce, and Muskego Chamber of Commerce. She has also served on the boards of several organizations, including Milwaukee Achiever Literacy Services, the Public Policy Forum in Milwaukee, and Habitat for Humanity.

 

WAUKESHA, Wis. (February 25, 2025) – Waukesha State Bank, a 14-branch independent community bank in Waukesha County, is pleased to announce the promotion of Heather Pfalz to senior vice president – retail banking manager.

 

“Heather has been an integral member of our Retail Banking team for nearly 30 years,” stated Ty Taylor, Waukesha State Bank President & CEO. “We are proud to celebrate her contributions and look forward to the continued impact she will have on our bank’s growth.”

 

Heather 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 (2001-2004), Oconomowoc (2004-2008), Sussex (2008-2017) and Downtown Waukesha (2017-May 2023) offices and played an integral role in opening both the Oconomowoc and Sussex locations. In 2020, Heather was promoted to a regional retail banking manager and in 2023 to retail banking manager. In her new role as senior vice president - retail banking manager, Heather will continue to oversee the daily operations of the entire retail banking division. She is responsible for implementing a strategic vision for retail banking, managing and developing retail staff, driving business development activities, fostering an exceptional customer experience culture and keeping current on the latest retail banking trends, regulation changes and technological advancements.  

 

Heather is actively involved with Waukesha County non-profit organizations currently serving as a volunteer for Girl Scouts of Wisconsin Southeast, Donna Lexa Art Centers, and with her faith community. Additionally, she is a member of The Barbershop Harmony Society and sings with the Joyful Blend Quartet.

 

WAUKESHA, Wis. (January 17, 2025) - Waukesha State Bank, a full-service community bank with 14 locations across Waukesha County, is proud to announce the expansion of its mortgage lending team with the hire of Rashelle Mason as Mortgage Consultant.

Leo Spanuello, Senior Vice President – Mortgage Lending Manager at Waukesha State Bank, shared his enthusiasm for the hire, stating, “Rashelle’s strong background in sales and customer relationship management makes her a valuable addition to our team. Her commitment to understanding client needs and providing exceptional service aligns perfectly with our mission to support local homebuyers.”

Rashelle joins Waukesha State Bank with over 30 years of sales experience, most recently excelling as a consultant in the pharmaceutical and medical sales industry. Her proven ability to build trust, develop client relationships, and navigate complex processes will be key to her success in her new role. As a graduate of the College of St. Catherine’s with a bachelor’s degree in nursing, Rashelle will now focus on guiding customers through the home-buying process, including originating mortgage loans, counseling borrowers and fostering connections with Realtors, builders, financial service providers and community groups.

WAUKESHA, Wis. (January 13, 2025) – Waukesha State Bank, a leading independent community bank with 14 branches across Waukesha County, is proud to announce the promotion of Tyler Kern to vice president – investment officer.

“Tyler has been an invaluable asset to Waukesha State Bank, demonstrating exceptional talent and dedication,” said Ann Pascavis, senior vice president and chief financial officer. “We’re excited to recognize his contributions and look forward to his continued impact on the growth of our bank.”

Tyler Kern joined Waukesha State Bank in 2018 as a commercial banking credit analyst/portfolio manager. He holds a Bachelor of Business Administration degree in finance, investment and banking, and risk management and insurance from the University of Wisconsin – Madison. Since then, Tyler has steadily advanced, becoming investment officer in December 2021 and assistant vice president – investment officer in August 2022.

In his new role as vice president – investment officer, Tyler will continue to oversee the bank’s investment portfolio, managing its liquidity and sensitivity to interest rate and market risks. His expertise will play a key role in supporting the bank’s financial health and long-term success.

WAUKESHA, Wis. (December 10, 2024) – Waukesha State Bank, a 14-branch independent community bank in Waukesha County, is pleased to announce the return of Nicole Tindall as Bank Manager of its W. Sunset Drive office in Waukesha, located at S31 W25995 W. Sunset Drive.

“Nicole brings over 15 years of financial experience and a deep understanding of Waukesha State Bank’s culture, having served in various roles with us in the past,” stated Heather Pfalz, Waukesha State Bank Vice President – Retail Banking Manager. “We’re thrilled to have her back as part of our Retail Banking team, where she will play a key role in leading the W. Sunset Drive office and continuing to deliver exceptional service to our customers and community.”

Nicole first joined Waukesha State Bank in 2009 as a Teller, advancing through the ranks to roles including Teller Supervisor, Personal Banker, and eventually Bank Manager of both the W. Sunset Drive and Oconomowoc offices. In 2015, she transitioned to the bank’s Payroll Complete division as Business Development Associate. After a brief period away to explore other opportunities in banking and wealth management, Nicole is returning to once again manage the W. Sunset Drive office. In her new role, Nicole will oversee daily branch operations, including business development, customer service, lending, personnel management, relationship building, and community engagement.

In addition to her banking career, Nicole is an active volunteer in the local community, having served on the boards of organizations such as 180 Juvenile Diversion, the Oconomowoc Area Chamber of Commerce, SummerStage of Delafield, and the Hope Center of Waukesha.

WAUKESHA, Wis. (December 6, 2024) - Waukesha State Bank, a 14-branch independent community bank in Waukesha County, is proud to announce its partnership with the Federal Home Loan Bank of Chicago (FHLB Chicago) to award two $15,000 Community First® Accelerate Grants to Waukesha small businesses The Steaming Cup and North Pillar Brewing Co.

“Small businesses play a crucial role in our community, offering valuable products and services that enhance our local economy,” stated Waukesha State Bank President & CEO Ty Taylor. “It was an honor partnering with the FHLB Chicago to provide these opportunities to The Steaming Cup and North Pillar Brewing.”

Small businesses are facing challenges with growing or enhancing their operations due to surging borrowing costs in a high-interest rate environment. In response to this need, the FHLB Chicago awarded Accelerate Grants for a third year to support a variety of purposes, including the purchase or improvement of property, equipment, workforce development, and technology. FHLB Chicago member banks, credit unions, insurance companies and community development financial institutions submitted grant applications on behalf of eligible small businesses.

The Steaming Cup utilized their grant to upgrade their heating and air conditioning system, enhancing the comfort of their space. Meanwhile, North Pillar Brewing invested their grant in a new canning line, allowing them to offer four-packs of select beer in the to-go section of their taproom at 212 E. North Street. Looking ahead, they aim to expand their distribution to local restaurants, bars, and liquor stores, bringing their craft brews to even more customers.

WAUKESHA, Wis. (November 20, 2024) - Waukesha State Bank, a trusted full-service community bank with 14 locations across Waukesha County, is excited to announce the appointment of Darci Miller as Vice President - Commercial Banking Officer. This strategic addition reinforces the bank’s commitment to enhancing commercial banking services and strengthening relationships with businesses throughout southeastern Wisconsin.

“We are thrilled to welcome Darci to our commercial banking team,” stated Tony Laszewski, Waukesha State Bank Senior Vice President – Commercial Banking Manager. “Her extensive experience in commercial banking makes her an ideal fit for supporting the diverse needs of our business clients. We are confident that she will significantly contribute to our team and the local business community.”

With nearly 30 years of financial experience, Darci has built a distinguished career in the business banking sector. Prior to joining Waukesha State Bank, she served as Senior Vice President – Business Services for a local credit union and played a pivotal role in expanding market presence in the Greater Milwaukee area.

Darci holds both a Master of Business Administration (MBA) and a Bachelor of Science in Finance from Marquette University. In her new role, she will focus on prospecting, developing and managing commercial loan portfolios, ensuring that local businesses have access to the resources they need to thrive.

A strong advocate for community engagement, Darci is a member of Tempo Milwaukee, South Suburban Chamber of Commerce, and Muskego Chamber of Commerce. She has also served on the boards of several organizations, including Milwaukee Achiever Literacy Services, the Public Policy Forum in Milwaukee, and Habitat for Humanity. Residing in Franklin with her family, Darci is dedicated to making a positive impact both professionally and personally.

Waukesha State Bank is thrilled to welcome Darci to the team and eagerly anticipates the valuable insights and leadership she will contribute to the commercial banking division.

WAUKESHA, Wis. (November 15, 2024) - Waukesha State Bank, a trusted full-service community bank with 14 locations across Waukesha County, is proud to announce the retirement of Patricia Witkowiak, Senior Vice President – Operations Manager. After 11 years of dedicated service and numerous contributions to the bank’s success, Witkowiak will embark on a well-deserved retirement journey, effective January 10, 2025.

In her place, we are excited to introduce Kristine Baxter as the new Senior Vice President – Operations Manager, who will bring fresh energy and expertise to the team. Additionally, we are pleased to announce the promotion of Jacob Pyle to Vice President - Risk Officer, further strengthening our commitment to excellence in operations, compliance and risk management.

“We are incredibly grateful for Pat Witkowiak’s years of service to Waukesha State Bank. She has been instrumental in driving our growth and operational success while fostering a culture of teamwork and innovation. Pat’s commitment to our mission has left a lasting impact on our organization and we wish her all the best in this new chapter of her life,” stated Ty R. Taylor, President & CEO of Waukesha State Bank. “Additionally, we look forward to the new perspectives that Kris and Jacob will bring as we continue to serve our community.”

Patricia Witkowiak joined Waukesha State Bank in 2013 as the Assistant Manager of Operations. She quickly rose through the ranks, becoming Vice President – Assistant Manager of Operations in February 2016, Vice President – Manager of Operations in July of 2016 and finally Senior Vice President – Manager of Operations in 2021. Throughout her tenure, she has managed the bank’s day-to-day operations, including security, information systems, facilities management, deposit compliance and Bank Secrecy Act/Anti-Money Laundering (BSA/AML) programs, while also spearheading new product development and implementation. Notably, she has played a key role in the opening of four new branches and the launch of various products and services, including mobile banking, online bill pay, online account opening, mobile wallets, and contactless debit cards.

"I am incredibly grateful for the past 11 years at Waukesha State Bank,” said Witkowiak. “It has been a privilege to work alongside such a talented team and to contribute to our shared success. I look forward to my retirement with fond memories of my time here and wish Kris and Jacob all the best as they take on their new roles. I am confident that the bank will continue to thrive."

Kristine Baxter brings nearly 30 years of financial experience to Waukesha State Bank, with a distinguished career in operations, retail banking, and treasury management. Before joining Waukesha State Bank, she served as Manager of Commercial Treasury Management for Advia Credit Union, where she managed commercial banking online channels, vendor relationships, and implemented various products and services to meet client needs. In her new role as Senior Vice President – Operations Manager, Baxter will oversee the bank’s daily operations, ensuring efficiency and compliance with regulatory standards. This includes streamlining processes to enhance service delivery, managing and training staff, and integrating new technologies to drive efficiency.

Baxter holds an associate degree in business and marketing from Gateway Technical College and is actively involved in her community. She currently serves on the board of directors for Walworth County Habitat for Humanity.

Jacob Pyle joined Waukesha State Bank in March 2024 as the Director of Internal Audit and has over six years of finance and risk management experience. He earned his Bachelor of Business Administration degree in accounting and finance from the University of Wisconsin – Oshkosh and his Juris Doctorate from Mitchell Hamline School of Law in St. Paul, Minnesota. Additionally, he is a Certified Public Accountant. In his new role as Waukesha State Bank’s Vice President - Risk Officer, Pyle will lead the bank’s risk management strategy and framework, identifying, assessing, and mitigating risks to ensure financial stability and regulatory compliance. He will also manage the bank’s compliance team and serve as the bank’s Information Security Officer.

WAUKESHA, Wis. (October 24, 2024) - Waukesha State Bank, a full-service community bank with 14 locations across Waukesha County, is proud to announce the expansion of its mortgage lending team, reinforcing its commitment to meeting the evolving needs of homebuyers in Southeastern Wisconsin. The bank is pleased to welcome Nikolaus Sendelbach as Mortgage Consultant and promote Gerry Benton to the same position.

Leo Spanuello, Senior Vice President – Mortgage Lending Manager at Waukesha State Bank, shared his enthusiasm for the team’s growth, stating, “We are thrilled to expand our mortgage team with the addition of Nikolaus and Gerry. Their extensive experience in finance and sales, along with their dedication to customer service, positions them perfectly to support the needs and goals of local homebuyers.”

As Mortgage Consultants, Nikolaus and Gerry will be responsible for originating mortgage loans, which includes meeting with prospects, taking mortgage applications, counseling borrowers and developing relationships with Realtors, builders, financial service providers and various community groups.

Nikolaus Sendelbach brings 13 years of sales experience to Waukesha State Bank, having most recently served as a Mortgage Loan Originator for North Shore Bank. He holds a bachelor’s degree in business management with an emphasis in finance from the University of Wisconsin Parkside. Actively engaged in the community, Nikolaus serves as Treasurer for the Bronco Booster Club, volunteers with the Hunger Task Force, and is a member of the Wisconsin Mortgage Bankers Association. He will primarily service the Muskego and New Berlin markets.

Gerry Benton began her career with Waukesha State Bank in 2017, serving as a personal banker across various locations, including E. Racine Avenue, E. Main Street, and Downtown Waukesha. In 2021, she was promoted to bank manager at the Meadowbrook Road location and later returned to manage E. Main Street. With over 15 years of financial experience, Gerry is also a 2020 graduate of the Waukesha County Business Alliance’s Leadership Waukesha County program. She actively volunteers at Poplar Creek Church in New Berlin as a teen leader and mentor. Gerry will primarily service the E. Main Street and E. Racine Avenue offices in Waukesha.

WAUKESHA, Wis. (October 10, 2024) - Waukesha State Bank, a trusted full-service community bank serving Waukesha County through 14 convenient locations, is thrilled to announce the appointment of Dawn Griesbach as Vice President - Commercial Banking Officer. This strategic addition underscores the bank’s commitment to enhancing its commercial banking services and fostering strong relationships with businesses in southeastern Wisconsin.

“We are excited to welcome Dawn to our commercial banking team,” stated Tony Laszewski, Waukesha State Bank Senior Vice President – Commercial Banking Manager. “Her extensive financial background, coupled with her technical expertise, positions her perfectly to support the diverse needs of our business clients. We are confident that she will make significant contributions to our team and the local business community.”

Dawn brings nearly 30 years of comprehensive financial experience to Waukesha State Bank, with a distinguished career that spans both the business and retail banking sectors. Prior to joining Waukesha State Bank, she excelled as Vice President – Small Business Relationship Manager at Associated Bank, where she played a key role in nurturing small business growth and delivering tailored financial solutions.

In her new role as Vice President - Commercial Banking Officer, Dawn will be responsible for prospecting, developing and managing commercial loan portfolios, ensuring that local businesses have access to the resources they need to thrive.

Dawn is deeply committed to community engagement. She actively volunteers with organizations such as the Hartford Business Improvement District (BID), Hartford Networking Group, the Medical Foundation of Hartford and Cedar Community in West Bend. Residing in Hartford with her family, Dawn is dedicated to making a positive impact both professionally and personally.

Waukesha State Bank is excited to have Dawn on board and looks forward to the invaluable insights and leadership she will bring to the commercial banking division.

WAUKESHA, Wis. (October 2, 2024) - Waukesha State Bank, a trusted full-service community bank serving Waukesha County through 14 convenient locations, proudly announces its remarkable achievement of receiving an “Outstanding” rating - the highest distinction possible - from the Federal Deposit Insurance Corporation (FDIC) for its Community Reinvestment Act (CRA) performance. This prestigious rating reflects the bank’s unwavering commitment to uplifting low- and moderate-income (LMI) communities through significant lending, investment, and service initiatives evaluated between August 30, 2021 – July 8, 2024.

“We are honored to have received the highest CRA rating from the FDIC, which recognizes the tireless efforts of our team to support low- and moderate-income communities throughout our assessment area of Waukesha County,” stated Ty R. Taylor, President & CEO of Waukesha State Bank. “Our mission is rooted in making a lasting, positive impact – empowering business growth, fostering affordable home ownership, and enhancing local stability.”

The CRA exam rigorously assesses how well banks meet the credit needs of their service areas, particularly for LMI individuals, neighborhoods, and businesses. The evaluation encompasses community development loans, services, and investments, illustrating a comprehensive commitment to community support.

Achieving the “Outstanding” rating is a rare accomplishment, awarded to only a select group of financial institutions. The FDIC’s evaluation highlighted several key factors contributing to Waukesha State Bank’s top-tier rating, including:

Central to Waukesha State Bank’s mission is a deep commitment to serving its communities, reflected in its unwavering investment in fostering economic growth and enhancing the overall well-being of those it serves.

WAUKESHA, Wis. (July 30, 2024) - Waukesha Investments, located at Waukesha State Bank, is proud to announce the promotion of Miracle Hexom to Executive Financial Advisor.

"Miracle’s dedication and expertise have been invaluable to our clients and our team," stated Harry Mewes, Waukesha Investments Executive Financial Advisor & Manager. "Her promotion to Executive Financial Advisor reflects her outstanding contributions and our confidence in her ability to lead and inspire. We look forward to seeing her continue to elevate our financial advisory services to new heights."

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. She was promoted to Registered Services Representative in 2013, to Investment Representative in 2015 and to Financial Advisor in 2016. In her new role as Executive Financial Advisor, she will continue to provide 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.

Hexom earned her Chartered Financial Consultant® (ChFC) designation in 2022 and her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2020. Furthermore, she 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.

WAUKESHA, Wis. (July 25, 2024) - Waukesha State Bank, a full-service community bank with 14 offices in Waukesha County, is excited to announce the addition of Mary Elder as the new Office Manager & Executive Assistant for their Wealth Management division.

“Mary's arrival marks a significant enhancement to our Wealth Management division," stated Victor Schultz, President & Chief Fiduciary Officer of Waukesha State Bank Wealth Management. "Her extensive experience and dedication to providing high-level support aligns perfectly with our commitment to exceptional customer service, transparency, and performance. We are thrilled to welcome her to our team.”

Mary Elder comes to Waukesha State Bank Wealth Management with over 25 years of experience managing diverse corporate environments and supporting c-suite executives. Prior to joining Waukesha State Bank, she excelled as an Executive Assistant at Michael Best Strategies, LLC. In her new role, Mary will oversee the daily operations of the Wealth Management office and provide crucial support to the division’s President.

Mary holds an associate’s degree in applied science from Waukesha County Technical College and is active in the community volunteering with RiverGlen Christian Church.

WAUKESHA, Wis. (July 10, 2024) - Waukesha State Bank, a full-service community bank with 14 offices in Waukesha County, has hired Christopher Poulos as vice president - commercial banking officer.

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

Christopher has over 25 years of financial experience including both business and retail banking. Prior to joining Waukesha State Bank, Christopher worked for Associated Bank as vice president – sales manager in business banking. In his new role as vice president - commercial banking officer for Waukesha State Bank, Christopher will be responsible for prospecting, developing and managing commercial loan portfolios.

Christopher is active in the community volunteering with the Wisconsin Humane Society and Junior Achievement of Wisconsin. He and his family currently reside in Oconomowoc.

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, Wis. (June 21, 2024) - Waukesha State Bank, a full-service community bank with 14 locations in Waukesha County, is proud to announce the retirement of Sue Ford after 33 years with the Bank.

“Sue’s loyalty and commitment to Waukesha State Bank, our ideals and every customer she came into contact with is immeasurable. We are deeply grateful for her service,” said Heather Pfalz, Waukesha State Bank Vice President and Retail Banking Manager. “On behalf of the entire bank, I want to thank Sue for her years of service and the positive impact she has had on so many customers and co-workers. Her unparalleled level of personal attention and friendly, professional support has fostered a devoted customer base that has grown dramatically each year. She will be greatly missed, and we all wish her the very best as she moves into a well-deserved retirement.”

Sue joined Waukesha State Bank in 1991 as a full-time Teller at the Downtown Waukesha office and enjoyed many years working the front line to help customers with their day-to-day financial transactions. In 2005, Sue was promoted to Bank Manager at our W. Sunset Drive location in Waukesha and in 2011 transitioned back to the Downtown Waukesha branch where she took on the role of Personal Banker. She was promoted to Lead Personal Banker in 2018 and to Assistant Manager in 2022, and currently manages the largest portfolio of retail banking customers at Waukesha State Bank.

To celebrate Sue’s career, Waukesha State Bank will be hosting a retirement open house event on Friday, June 28, from 1 – 3 PM, at their Downtown Waukesha location, 151 E. St. Paul Avenue.

WAUKESHA, Wis. (June 20, 2024) - Waukesha State Bank, a full-service community bank with 14 offices in Waukesha County, has promoted Emily Kaeppel to Assistant Vice President – Learning & Development Director.

Kim Castillo Huntley, Waukesha State Bank Senior Vice President – Human Resources Director, remarked, “Emily has a passion for learning and unwavering commitment to enhancing her expertise, which makes her promotion well-deserved. Her extensive experience in leadership development, coaching, and training has been instrumental in our ongoing success.”

Emily Kaeppel brings over two decades of financial experience to her new role. Her career began in retail banking, and she transitioned into the learning and development industry in 2007. Since joining Waukesha State Bank in 2018 as Training Manager, Emily has been pivotal in fostering employee development and growth. In her new capacity as Assistant Vice President – Learning & Development Director, she will continue to lead the Learning and Development Department, driving initiatives that support professional growth and enhance employee capabilities across Waukesha State Bank.

WAUKESHA, Wis. (June 6, 2024) – Waukesha State Bank, a 14-branch independent community bank in Waukesha County, is pleased to announce the promotion of Becki Lee-Taylor to bank manager of its New Berlin office located at 14000 W. National Avenue.

“Becki has been an integral member of our team and has grown her knowledge and skills consistently in varying roles. We are excited to welcome her back to our New Berlin office as a familiar face and the manager of the great team we have there,” stated Heather Pfalz, Waukesha State Bank vice president – retail banking manager. “This promotion is well deserved and reflective of Becki’s strengths in cultivating relationships, delivering high quality customer service and involving herself in our communities.”

Becki Lee-Taylor earned her bachelor’s degree from the University of Wisconsin-Platteville and started her career with Waukesha State Bank in February of 2021 as a customer service representative at the New Berlin office. Over the years, Becki has taken on increasing roles and responsibilities in the retail banking department including promotions to assistant team supervisor, team supervisor and personal banker, working at both the New Berlin and Waukesha - E. Racine Avenue offices. In her new role as bank manager of the New Berlin location, Becki will be responsible for all aspects of daily branch operations, including business development, personnel management, customer service, lending, relationship management and community service.

Becki is actively involved in her community. She currently volunteers as an aquarist at the Reiman Aquarium at the Discovery World Museum in Milwaukee.

WAUKESHA, Wis. (May 24, 2024) – Waukesha State Bank, a 14-branch independent community bank in Waukesha County, is pleased to announce the promotion of Stacey Saxe to bank manager of its Sussex office located at W249 N6688 Hwy. 164.

“We applaud Stacey’s commitment and enthusiasm for taking on leadership roles in key markets we serve,” stated Heather Pfalz, Waukesha State Bank vice president – retail banking manager. “She has consistently demonstrated a dedication to honing the skills and expertise necessary for advancing her career with the bank. Her commitment to the bank’s core values of prioritizing customer service and community involvement makes her an excellent candidate to lead our Sussex office.”

Stacey Saxe started her career with Waukesha State Bank as a teller supervisor in June of 2008 when the Waukesha State Bank Sussex branch opened. Over the years, Stacey has supported the retail banking area in a variety of leadership roles at the Sussex, Oconomowoc, W. Sunset Drive - Waukesha, Downtown Waukesha and Menomonee Falls locations. In her new role as bank manager of the Sussex location, Stacey will be responsible for all aspects of daily branch operations, including business development, personnel management, customer service, lending, relationship management and community service.

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