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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® Expands Senior Wealth Management Team – November 17, 2014

Prairie Financial Group® Deepens Expertise in Trust, Estate and Advisor Friendly Services for the Midwest Market – June 15, 2014

Prairie Financial Group® Adds Stephen J. Zimmel as Sr. Trust Administrator – March 31, 2014

Prairie Financial Group® Announces Addition of Schoenberg as Sr. Trust Administrator – February 25, 2014

Prairie Financial Group® Announces Strategic New Hire for Trust & Estate Services and Advisor Friendly Alliance Expansion – January 15, 2014


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® Expands Senior Wealth Management Team. Firm continues to attract top talent as business grows in key markets.

WAUKESHA, Wis. (November 17, 2014) – Prairie Financial Group, announced today that it continues to expand in the Midwest market by hiring Anthony Preman, Terry Doyle and Michele Young. The three new team members collectively bring over 60 years of portfolio and wealth management experience to the firm.

This announcement follows steady growth which has been fueled by adding a healthy blend of new relationships to an existing compliment of generational client retention. “The industry is responding to a fresh approach to managing wealth. When you combine our uncommon expertise, and the ability to partner with investment advisors, you create a new perspective,” said Kristin Reilly president of Prairie Financial Group. 

“The addition of Anthony, Terry and Michele to the team reflects Prairie Financial Group’s ongoing commitment to provide an outstanding level of service to our clients,” added Reilly. “To have professionals of this caliber join our firm is also indicative of our ability to attract top talent, while supporting the needs and goals of our clients.”

Anthony Preman, director of fiduciary services, comes to Prairie Financial Group from Morgan Stanley Wealth Management where he was an investment advisor. He brings more than a decade of financial services experience, which includes investments, estates, trust administration and corporate retirement planning. He will work closely with prospective clients to understand their business needs and tailor a solution to support those specific needs by offering a holistic range of financial services and advice.

Preman earned a master’s degree from Hampton College and has held Series 7, Series 63 and Series 65 licenses from FINRA, as well as being life and health insurance licensed. Preman and his family currently reside in Brookfield.

Terry Doyle, senior director – fiduciary services, has more than 25 years of experience in the financial services business. Prior to joining Prairie Financial Group, Doyle was Vice President/Wealth Advisor for BMO Private Bank. In his new role, he will work with prospective clients to develop both directed and delegated trusts.

Doyle holds a bachelor’s degree in Economics and an MBA, both from Marquette University. In addition, he has held Wisconsin life and health insurance licenses. He and his wife currently reside in Sussex, and he is active in the community, serving as an at-large board member for Habitat for Humanity Wisconsin.

Michele Young, sr. trust administrator, joined Prairie Financial Group from BMO Private Bank and has over 25 years of trust administration experience. In her new role, she will be responsible for personal trust administration.

Young earned her bachelor’s degree in economics/finance from Augusta State University and holds a Certified Trust & Financial Advisor designation. She and her husband currently reside in Waukesha, and she 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, 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, has been in business for 40 years and has grown to serve clients throughout the United States. Its clients include individuals, businesses, non-profits and academic institutions. Services include: trust and trustee services, retirement services, investment management, estate services, financial planning, enhanced cash management, planned giving and more. 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.

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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Prairie Financial Group® Deepens Expertise in Trust, Estate and Advisor Friendly Services for the Midwest Market

WAUKESHA, Wis. (June 15, 2014) - Prairie Financial Group® announced today that Diem Nguyen has joined the firm as vice president and manager of personal trust, a move that further expands its expertise for the Midwest market.

In this newly created position, Nguyen will be responsible for providing sophisticated wealth solutions focusing on multigenerational and family trusts, estates, taxation, governance and risk management. She is supported by a team that provides wealth impact planning, financial administration and a variety of other client services.

“Diem’s addition is yet another step toward establishing a powerful presence capable of serving the needs of our clients,” said Kristin Reilly, president of Prairie Financial Group. “Prairie Financial Group is deeply committed to building on the strong momentum we’ve seen in the past few years and we are dedicating significant resources toward strengthening our capabilities and team.”

Nguyen earned a juris doctorate from the University of Notre Dame and a bachelor of arts in political science and government from Indiana University. Prior to joining Prairie Financial Group, Nguyen was personal trust officer in the Probate & Estate Settlement Services Group with The Private Client Reserve of U.S. Bank for more than 19 years. Her extensive experience includes personal trust, estate settlement, not-for-profit services, IRAs and retirement planning issues. Nguyen also is bilingual, with fluency in conversational Vietnamese.

Active in various legal and community forums, Nguyen serves as the secretary and treasurer for the Waukesha County Bar Association, Probate & Estate Planning Section, and a member of the Wisconsin State Bar Association. She is a board member of the Wisconsin Bankers Association Trust Section, a board member and secretary of the Oconomowoc Area Foundation, a supporting foundation of the Greater Milwaukee Foundation, and a board member and secretary for Rogers Memorial Hospital Foundation.

Nguyen is a longtime resident of Waukesha County where she and her husband Michael Fagan are raising their children and are licensed foster parents. 

Prairie Financial Group®, a division of Waukesha State Bank, has been in business for 40 years and has grown to serve clients throughout the United States. Its clients include individuals, businesses, non-profits and academic institutions. Services include: trust and trustee services, retirement services, investment management, estate services, financial planning, enhanced cash management, planned giving and more. 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.

Waukesha State Bank is one of the largest locally-owned and independent banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit the company’s website at www.WaukeshaBank.com.

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Prairie Financial Group® Adds Stephen J. Zimmel as Sr. Trust Administrator

WAUKESHA, Wis. (March 31, 2014) — Prairie Financial Group® is pleased to announce the addition of Stephen J. Zimmel as senior trust administrator. Zimmel, an experienced trust administrator who is both a Certified Financial Planner® (CFP®) and a Certified Trust and Financial Advisor (CTFA), has more than 15 years of trust experience. In his role at Prairie Financial Group, Zimmel will be responsible for working with clients to develop financial strategies that meet their individual needs, as well as daily trust administration.

“We strive to provide our clients with the best-in-class trust, estate, and financial planning services. In today’s increasingly complex environment, premiere fiduciary services that are both nimble and local are a critical differentiator,” said Kristin Z. Reilly, President of Prairie Financial Group. “Adding Steve is yet another step in strengthening our team of experts who provide our clients with the highest level of customer support and service.”

Prior to joining Prairie Financial Group, Zimmel most recently served as a vice president and director of trust and estate services at BMO Harris Private Bank. Zimmel earned his bachelor’s degree in business administration and finance from the University of Wisconsin-Stevens Point. 

Prairie Financial Group®, a division of Waukesha State Bank, has been in business for 40 years and has grown to serve clients throughout the United States. Its clients include individuals, businesses, non-profits and academic institutions. Services include: trust and trustee services, retirement services, investment management, estate services, financial planning, enhanced cash management, planned giving and more. 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.

Waukesha State Bank is one of the largest locally-owned and independent banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit the company’s website at www.WaukeshaBank.com.

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Prairie Financial Group® Announces Addition of Schoenberg as Sr. Trust Administrator

WAUKESHA, Wis. (February 25, 2014) — Prairie Financial Group®, a division of Waukesha State Bank, is pleased to announce the addition of Nancy Schoenberg as senior trust administrator. In her new role, Schoenberg will serve as relationship manager and fiduciary advisor, providing trust administration and estate settlement services for wide range of clients and accounts.

“This announcement follows our steady growth over the last few years, and our plan to continue to build on that momentum,” said Prairie Financial Group President Kristin Z. Reilly. “Schoenberg has an accomplished history of building strong client relationships, and we are thrilled to have her join Prairie Financial Group."

Schoenberg joins the bank with 25 years of banking and finance experience, with an expertise in employee benefits, trust and estate administration, and trust operations; most recently serving as managing director and trust office at Talmer Bank and Trust f/n/a First Banking Center in Burlington. She earned her bachelor’s of business administration in finance from the University of Wisconsin-Whitewater in 1991. She earned her Retirement Services Professional Certification and Trust I from the Cannon Financial Institute in 2002, and holds the Wisconsin Life Insurance License.

Prairie Financial Group® has been in business for 40 years and has grown to serve clients throughout the United States. Its clients include individuals, businesses, non-profits and academic institutions. Services include: trust and trustee services, retirement services, investment management, estate services, financial planning, enhanced cash management, planned giving and more. 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.

Waukesha State Bank is one of the largest locally-owned and independent banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit the company’s website at www.WaukeshaBank.com.

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Prairie Financial Group® Announces Strategic New Hire for Trust & Estate Services and Advisor Friendly Alliance Expansion

WAUKESHA, Wis. (January 15, 2014) — Prairie Financial Group®, a division of Waukesha State Bank, is pleased to announce the appointment of Victor Schultz to the newly-created position of senior vice president and head of personal trust. This announcement follows steady growth over the last few years and aligns with one of Prairie Financial Group’s strategic initiatives centered on the expansion of its trust and estate settlement services, as well as its advisor friendly alliance.

Schultz will assume the leadership of the team of trust and estate settlement professionals who serve Prairie Financial Group’s customers throughout the United States.

Recently, Schultz played an instrumental role in Wisconsin adopting the Uniform Trust Code (UTC), which was signed into law by Governor Scott Walker on December 13, 2013. The legislation follows a seven-year effort during which Schultz acted as co-chair of the Trust Code Study group charged with drafting the bill. The passage makes Wisconsin the 29th jurisdiction to adopt the UTC, and coincides with the increased use of trusts for estate planning and commercial transactions. The UTC provides a comprehensive codification of the default rules that pertains to trusts. The version adopted in Wisconsin includes some innovative new provisions that are designed to improve upon the UTC.

Schultz earned his juris doctorate from Marquette University Law School and a bachelor of business administration in accounting from the University of Wisconsin-Madison. Prior to joining Prairie Financial Group, Schultz was vice president and U. S. estate planning specialist for BMO Private Bank. Prior to BMO’s acquisition of M&I Bank, Schultz managed the personal trust and not-for-profit services legal department and estate settlement services group at Marshall & Ilsley Trust Company. His extensive experience includes personal trust, fiduciary litigation, estate settlement, not-for-profit fiduciary services, IRAs and retirement planning issues.

"Throughout his career, Victor has demonstrated a passion and commitment to trust and fiduciary services,” said Kristin Reilly, president of Prairie Financial Group. "The establishment of this new position with a person who is intimately familiar with UTC regulatory requirements, and who also has a predisposition for customer service, ensures that we are closely attuned to our clients' needs and the communities we serve.

“This move places a proven leader into a key role that will enable us to stay on our strategic roadmap and maintain our positive momentum,” continued Reilly. “We are confident that Victor will deliver on our business objectives and create a sustainable value proposition for the customers we serve."

Waukesha State Bank created Prairie Financial Group® nearly 40 years ago and it has grown to serve clients throughout the United States. Its clients include individuals, businesses, non-profits and academic institutions. Services include: trust and trustee services, retirement services, investment management, estate services, financial planning, enhanced cash management, planned giving and more. 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.

Waukesha State Bank is one of the largest locally-owned and independent banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit the company’s website at www.WaukeshaBank.com.

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