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Waukesha State Bank Company News & Updates


Latest Press Releases

Prairie Financial Group® Hires Woyak - January 15, 2018

Prairie Financial Group® Named a 2017 Top 10 Business of the Year - April 27, 2017

Prairie Financial Group ®  Announces Promotions - March 2, 2017

Prairie Financial Group®  Announces Promotions - January 23, 2017

Prairie Financial Group® Hires Cayon and Promotes Guthrie - August 10, 2016

Prairie Financial Group® Promotes Savatski to Senior Portfolio Manager - April 4, 2016

Prairie Financial Group®  Expands Team - February 25, 2016

Prairie Financial Group® Promotes Schultz to President & Chief Fiduciary Officer - December 15, 2015


Prairie Financial Group® Hires Woyak - January 15, 2018

WAUKESHA, Wis. (January 15, 2018) – Prairie Financial Group®, a division of Waukesha State Bank, has hired Matthew Woyak as senior personal trust associate.

“The addition of Matthew to the Prairie team reflects our ongoing commitment to provide an outstanding level of service to our clients,” stated Victor J. Schultz, president of Prairie Financial Group. “His extensive experience in trust services makes him a perfect fit for this position.”

Matthew Woyak comes to Prairie Financial Group from BMO Harris Bank N.A. where he was a senior analyst. He brings more than 17 years of trust and investment experience with a specialization in business valuation and financial analysis. In his new role with Prairie, Matthew will 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.

Matthew obtained his master's in business administration from Columbia College in Columbia, Missouri and 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.

Prairie Financial Group, a division of Waukesha State Bank, is the premier fiduciary-focused administrative trust company in Wisconsin specializing in personal trust services, retirement plan services, investment management and not-for-profit services. Prairie Financial Group also includes an Advisor Friendly Alliance that works with financial advisors in providing customers seamless trust and qualified plan services that integrate with, and enhance, their product offerings. For more information on Prairie Financial Group, visit www.PrairieWealth.com.

Founded 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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Prairie Financial Group® Named a 2017 Top 10 Business of the Year - April 27, 2017

WAUKESHA, Wis. (April 27, 2017) – Prairie Financial Group® (PFG), a division of Waukesha State Bank, was named a 2017 Top 10 Business of the Year by the Waukesha County Business Alliance and media partner BizTimes Media, LLC.

The annual awards program recognizes companies headquartered in southeastern Wisconsin that have consistent financial growth, and demonstrate a commitment to good business practice through their employee relations, customer-focused commitment and community service involvement.

The winners will receive their awards at the awards luncheon on Friday, June 9, 2017 from 11:30 AM – 1:30 PM at the Country Springs Hotel, Pewaukee. The luncheon will feature a panel of representatives from each of the winning organizations, and the announcement of the #1 Business of the Year will take place.

Prairie Financial Group is the premier administration-focused trust company in Wisconsin, providing personal trust, retirement plan, investment management and not-for-profit services. Prairie Financial Group also includes an Advisor Friendly Alliance that works with financial advisors in providing customers seamless trust and qualified plan services that integrate with, and enhance, their product offerings. 

“Prairie Financial Group is proud to be part of the 2017 Waukesha County Business Alliance’s class of Top 10 Businesses,” stated Victor Schultz, president and chief fiduciary officer of Prairie Financial Group. “Throughout our successful history, we have shown a commitment to our customers, communities and employees, and it is an honor to be selected for this award.”

Top 10 Businesses of the Year
Best Version Media, LLC
Fairchild Equipment
Gross Automation, LLC
Lakeland Supply, Inc.
L.H. Krueger and Son, Inc.
Metal-Era, Inc.
OwnersEdge, Inc.
Prairie Financial Group
Ruekert & Mielke, Inc.
Winter, Kloman, Moter & Repp, S.C.

“These businesses are outstanding examples of the strong, innovative and thriving companies we have in southeastern Wisconsin,” said Suzanne Kelley, president of the Waukesha County Business Alliance. “Each business is a testament to what it means to be a leading company – through commitment to their employees, customers and communities, consistent financial performance and innovation within their industries.”

Tickets to attend the luncheon are available at waukesha.org.

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Prairie Financial Group® Announces Promotions - March 2, 2017

WAUKESHA, Wis. (March 2, 2017) – Prairie Financial Group® (PFG), a division of Waukesha State Bank, is pleased to announce the promotions of Nancy Schoenberg, Stephen Zimmel and Michele Young to vice president – senior trust administrator.

In their new positions, all three will continue their responsibilities in trust administration and estate settlement services serving as relationship managers and fiduciary advisors for a wide range of clients and accounts.

“Nancy, Steve and Michele's ability to handle complex trust administration, including the administration of Special Needs Trusts, helps distinguish our organization and contributed to our record success in 2016,” stated Victor J. Schultz, president of Prairie Financial Group. “These promotions are well deserved and recognize the hard work and expertise that each brings to our team."

Nancy Schoenberg joined Prairie Financial Group in February of 2014 as a senior trust administrator. She has more than 25 years of banking and finance experience, with an expertise in employee benefits, trust and estate administration, and trust operations. She holds a bachelor’s degree of business administration in finance from the University of Wisconsin-Whitewater, earned her Retirement Services Professional and Trust I certifications from the Cannon Financial Institute, and holds the Wisconsin Life Insurance License. Nancy is active in the local community serving as a member on the Life Navigators Trust Committee and is a member of the Walworth Estate Planning Council.

Stephen Zimmel started his career with Prairie Financial Group in March of 2014 as a senior trust administrator and has more than 15 years of trust experience. Steve is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Trust and Financial Advisor (CTFA) and earned his bachelor’s degree in business administration and finance from the University of Wisconsin-Stevens Point. 

Michele Young joined the Prairie Financial Group team in November of 2014 as a senior trust administrator and has over 25 years of trust administration experience. Michele earned her bachelor’s degree in economics/finance from Augusta State University and holds a CTFA designation. Michele is active in the community serving on the board of directors for the Friends of Boerner Botanical Gardens, as treasurer for St. Matthias Episcopal Church in Waukesha, as a volunteer/big sister for Big Brothers & Big Sisters of Metro Milwaukee, and as a volunteer for the National MS Society - Wisconsin Chapter.

Prairie Financial Group, a division of Waukesha State Bank, is the premier administration-focused trust company in Wisconsin, providing personal trust, retirement plan, investment management and not-for-profit services. Prairie Financial Group also includes an Advisor Friendly Alliance that works with financial advisors in providing customers seamless trust and qualified plan services that integrate with, and enhance, their product offerings. For more information on Prairie Financial Group, visit www.PrairieWealth.com.

Founded 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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Prairie Financial Group® Announces Promotions - January 23, 2017

WAUKESHA, Wis. (January 23, 2017) – Prairie Financial Group® (PFG), a division of Waukesha State Bank, is pleased to announce the promotion of Lisa Persohn to vice president – accounting and business operations manager and Brian Cayon to vice president – manager of investment services.

“Lisa and Brian were important contributors to the record success of our wealth management division in 2016. We are fortunate to have both Lisa and Brian as part of the PFG team,” stated Victor J. Schultz, president of Prairie Financial Group.

Lisa Persohn joined Prairie Financial Group in February of 2016 as the accounting and business operations manager and has more than a decade of business operations experience, including strategic planning, accounting, compliance, human resources, marketing and IT/database management. In her new role as vice president – accounting and business operations manager, Lisa will continue to manage the financial analysis and reporting of the division, ensure procedural efficiency between PFG and corporate bank departments, serve as project manager for department-specific software conversions as well as monitor and maintain licenses, permits and contract renewals. 

Lisa is a Certified Public Accountant and earned her bachelor’s degree in business with majors in accounting and finance from the Curtis L. Carlson School of Management at the University of Minnesota. Lisa is active in the community volunteering with Girl Scouts of Wisconsin Southeast.

Brian Cayon started his career with Prairie Financial Group in July of 2016 as manager of investment services. He has more than 20 years of investment experience, which includes asset allocation, portfolio construction, risk management, liquidity management, business development, strategic planning and client relationship management. In his new role as vice president – manager of investment services, Brian will continue to oversee the organization’s investment portfolio. This includes constructing, implementing, and monitoring portfolios as well as leading Prairie’s investment committee, providing daily oversight and guidance to Prairie’s portfolio managers, and partnering with Prairie’s outside advisor platform to meet the long-term financial needs of clients.

Brian is a Certified Public Accountant and has earned the prestigious Chartered Financial Analyst designation. He obtained his bachelor’s degree in accounting from Assumption College in Worcester, Massachusetts and is active in the community coaching various youth sports programs. 

Prairie Financial Group, a division of Waukesha State Bank, is the premier fiduciary-focused administrative trust company in Wisconsin specializing in personal trust services, retirement plan services, investment management and not-for-profit services. Prairie Financial Group also includes an Advisor Friendly Alliance that works with financial advisors in providing customers seamless trust and qualified plan services that integrate with, and enhance, their product offerings. For more information on Prairie Financial Group, visit www.PrairieWealth.com.

Founded 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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Prairie Financial Group® Hires Cayon and Promotes Guthrie - August 10, 2016

WAUKESHA, Wis. (August 10, 2016) – Prairie Financial Group®, a division of Waukesha State Bank, is pleased to announce the hire of Brian Cayon as manager of investment services and the promotion of Theresa Guthrie to senior retirement officer.

Brian Cayon comes to Prairie Financial Group from Cent Wealth Management where he was a portfolio manager. He brings more than 20 years of investment experience, which includes asset allocation, portfolio construction, risk management, liquidity management, business development, strategic planning and client relationship management. In his new role with Prairie, Brian will be charged with overseeing the organization’s investment portfolio. This includes constructing, implementing, and monitoring portfolios as well as leading Prairie’s investment committee, providing daily oversight and guidance to Prairie’s portfolio managers, and partnering with Prairie’s outside advisor platform to meet the long-term financial needs of clients.

Brian is a Certified Public Accountant (CPA) and has earned the prestigious Chartered Financial Analyst (CFA) designation. He obtained his bachelor’s degree in accounting from Assumption College in Worcester, Massachusetts and is active in the community coaching various youth sports programs. He and his family currently reside in Mukwonago.

“We are delighted to have Brian join us to expand and diversify the investment services we offer to clients in the Waukesha State Bank footprint. Brian will also help increase our capabilities in providing the required oversight of delegated trust services, where we partner with other outside investment advisers,” stated Victor J. Schultz, president of Prairie Financial Group.

Theresa Guthrie started with Prairie Financial Group as an intern in 2000. Over the last 16 years, she has taken on increasing roles and responsibilities, including trust assistant, pension administrator, retirement services administrator and senior retirement specialist. In her new role as senior retirement officer, Theresa will continue to serve as the primary contact for a number of retirement plans and IRA accounts and supervise the overall management of Prairie’s IRA relationships.

Theresa is a Certified IRA Services Provider (CISP). She earned her associate's degree from the University of Wisconsin-Waukesha and her bachelor's degree in business administration from Carroll University. She currently resides in Big Bend.

“Theresa's promotion is well deserved and reflects her long-time loyal employment, hard work and expertise she provides us in the administration of IRAs and other retirement plans," added Schultz.

Prairie Financial Group, a division of Waukesha State Bank, is the premier fiduciary-focused administrative trust company in Wisconsin specializing in personal trust services, retirement plan services, investment management and not-for-profit services. Prairie Financial Group also includes an Advisor Friendly Alliance that works with financial advisors in providing customers seamless trust and qualified plan services that integrate with, and enhance, their product offerings. For more information on Prairie Financial Group, visit www.PrairieWealth.com.

Founded 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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Prairie Financial Group® Promotes Savatski to Senior Portfolio Manager - April 4, 2016

WAUKESHA, Wis. (April 4, 2016) – Prairie Financial Group® (PFG), a division of Waukesha State Bank, is pleased to announce the promotion of Kelly Savatski to senior portfolio manager. 

Savatski joined Waukesha State Bank in 1988 as a teller and worked in various banking positions before joining the investments division, Waukesha Investments, in 1995. In 2002, she transitioned to the wealth management division, Prairie Financial Group, and took on the role of investment administrator. After accepting increasing responsibilities, she was promoted to investment officer – manager of investment services in 2012. In her new role as senior portfolio manager, Savatski will continue to lead the investment team in all investment aspects of the organization. This includes constructing, implementing, and monitoring portfolios as well as partnering with Prairie’s outside advisor platform to meet the long-term financial needs of clients.

Savatski is a Certified Financial Planner®, an Accredited Investment Fiduciary®, and also holds life and health insurance licenses through the State of Wisconsin. She graduated with a bachelor’s of science in education from the University of Wisconsin Whitewater and continued her education with several classes in Advanced Financial Planning, which resulted in her attaining her Certified Financial Planner® designation in May of 2006.

Savatski is active in the community serving as a former Great Blue Heron Girl Scout Council Investment Committee member. She has also served in many roles with the Financial Planning Association of Wisconsin including board secretary, symposium committee chair and audit committee member.

Prairie Financial Group, a division of Waukesha State Bank, is the premier fiduciary-focused administrative trust company in Wisconsin specializing in personal trust services, retirement plan services, investment management and not-for-profit services. Prairie Financial Group also includes an Advisor Friendly Alliance that works with financial advisors in providing customers seamless trust and qualified plan services that integrate with, and enhance, their product offerings. For more information on Prairie Financial Group, visit www.PrairieWealth.com.

Founded 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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Prairie Financial Group® Expands Team - February 25, 2016

WAUKESHA, Wis. (February 25, 2016) – Prairie Financial Group® (PFG), a division of Waukesha State Bank, is pleased to announce the hire of Lisa Persohn as accounting and business operations manager. 

Lisa comes to Prairie Financial Group from Lake Country Wealth Managers where she was the Business Administrator. She brings more than a decade of business operations experience, which includes strategic planning, accounting, compliance, hiring and training new employees, marketing and IT/database management. In her new role with Prairie, Persohn will be charged with the financial analysis and reporting of the division as well as the maintenance of compliance records and ensuring procedural efficiency between PFG and corporate bank departments. In addition, Persohn will monitor and maintain all of PFG’s licenses, permits and contract renewals, and serve as project manager for department-specific software conversions.

Lisa is a Certified Public Accountant and earned her B.S. in business with majors in accounting and finance from the Curtis L. Carlson School of Management at the University of Minnesota. She is active in the community volunteering with Girl Scouts of Wisconsin Southeast.

Prairie Financial Group, a division of Waukesha State Bank, is the premier fiduciary-focused administrative trust company in Wisconsin specializing in personal trust services, retirement plan services, investment management and not-for-profit services. Prairie Financial Group also includes an Advisor Friendly Alliance that works with financial advisors in providing customers seamless trust and qualified plan services that integrate with, and enhance, their product offerings. For more information on Prairie Financial Group, visit www.PrairieWealth.com.

Founded 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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Prairie Financial Group® Promotes Schultz to President & Chief Fiduciary Officer

WAUKESHA, Wis. (December 15, 2015) — Prairie Financial Group®, a division of Waukesha State Bank, is pleased to announce the promotion of Victor Schultz to president & chief fiduciary officer. In his new role, Schultz will oversee all day-to-day management of the division, including personal trust services, retirement plan services, investment management and operations. 

“We are extremely pleased to have Victor move into this position and continue to build on the solid foundation that’s been established at Prairie Financial Group,” stated Ty R. Taylor, president & chief executive officer of Waukesha State Bank. “His unparalleled expertise in personal trust, fiduciary litigation, estate settlement, not-for-profit fiduciary services, IRAs and retirement planning make him a perfect fit.”

Schultz joined Prairie Financial Group in November of 2013 as senior vice president and head of personal trust, coming from BMO Private Bank where he was vice president and U.S. estate planning specialist. Prior to BMO’s acquisition of Marshall & Ilsley Bank, Schultz managed the personal trust and not-for-profit services legal department and estate settlement services group at Marshall & Ilsley Trust Company. 

Schultz has been one of the leaders in modernizing and rewriting Wisconsin’s laws on trust, including the Wisconsin Trust Code, Wisconsin Principal and Income Act and the Wisconsin Prudent Investor Act. He served as co-chair of the study group that drafted and enacted the Wisconsin Trust Code in December of 2013. He is a leading advocate for corporate trustee business in Wisconsin and serves as a director of the Wisconsin Bankers Association Trust Banking Section and WBA Government Relations Committee. He also serves on the boards of the Ellinger Foundation, the Children’s Hospital Planned Giving Council and the Life Navigators Trust Committee.

Schultz earned his juris doctorate from Marquette University Law School and a bachelor of business administration in accounting from the University of Wisconsin-Madison. He and his family currently reside in Brookfield.

Prairie Financial Group, a division of Waukesha State Bank, is the premier fiduciary-focused administrative trust company in Wisconsin specializing in personal trust services, retirement plan services, investment management and not-for-profit services. Prairie Financial Group also includes an Advisor Friendly Alliance that works with financial advisors in providing customers seamless trust and qualified plan services that integrate with, and enhance, their product offerings. For more information on Prairie Financial Group, visit www.PrairieWealth.com.

Founded 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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Prairie Financial Group is honored to have been featured in the following industry publications.

 
 
 
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