Annette heads the retirement plan services area of Waukesha State Bank Wealth Management. Her focus is on plans used by businesses to help their employees build long-term savings. Annette coordinates with other members of the team and with external partners to establish, support and service these plans. She works to develop strong connections with both the employer sponsoring the plan as well as with the employees participating in the plan to help maximize benefits. Annette encourages individuals to start their savings as early as possible to build themselves a better future.
Annette has worked at Waukesha State Bank for more than 30 years. She has extensive experience with retirement plan design, employee education and enrollment, and third-party record keeping activities (non-discrimination testing, 5500 preparations, etc.).
Annette is a graduate of Carroll University with a B.A. in Business. She has continued her business development and education through various coursework. She stays current by being curious – continuously seeking out new information through seminars and conferences, participating in user groups and subscribing to industry resources. Annette and her husband, have one adult daughter. Annette enjoys volunteer opportunities and creative design. She is currently ghost-writing newsletters for the Rotary Club of West Allis. She also enjoys spending time with family – especially outdoor activities such as hiking, biking, in-line skating and participating in fun runs.