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

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

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

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

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

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

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Autumn Bartlett Joins Prairie Trust as Personal Trust Assistant – June 29, 2020
OCONOMOWOC, Wis. (June 29, 2020) – Waukesha State Bank, a full-service community bank celebrating over 75 years of service, is proud to announce the promotion of Autumn Bartlett to personal trust assistant within their Prairie Trust division.

“We are pleased to have Autumn join our Prairie Trust team and continue her commitment to serving Waukesha State Bank customers,” stated Victor J. Schultz, president of Prairie Trust. “Her passion for customer service makes her a natural fit for this position.”

Autumn Bartlett joined Waukesha State Bank in 2018 as a teller and recently earned her bachelor of business administration in finance degree from the University of Wisconsin-Whitewater. In her new role as personal trust assistant within Prairie Trust, Autumn will be responsible for supporting Prairie’s trust administrators with the ongoing management of personal trust clients and our Adviser Friendly service.

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

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

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

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

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

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

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

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

Lauren Hanson Joins Prairie Trust as Personal Trust Assistant – June 2, 2020
OCONOMOWOC, Wis. (June 2, 2020) – Waukesha State Bank, a full-service community bank celebrating over 75 years of service, is proud to announce the promotion of Lauren Hanson to personal trust assistant within their Prairie Trust division.

“We are pleased to have Lauren join our Prairie Trust team and continue her commitment to serving Waukesha State Bank customers,” stated Victor J. Schultz, president of Prairie Trust. “Her dedication to customer service and desire for continued learning and career growth make her a natural fit for this position.”

Lauren Hanson joined Waukesha State Bank in 2017 as a teller. She has held varying positions on the retail side of the bank including customer service representative and assistant teller supervisor. In her new role as personal trust assistant within Prairie Trust, Lauren will be responsible for supporting Prairie’s trust administrators with the ongoing management of personal trust clients and our Adviser Friendly service.

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

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

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

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

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

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

Prairie Trust® Hires Personal Trust Associate - October 15, 2019
OCONOMOWOC, Wis. (October 15, 2019) - Prairie Trust®, a division of Waukesha State Bank, has hired Lori Hert as personal trust associate.

“We are pleased to have Lori join our Prairie Trust team and continue our ongoing commitment to service excellence,” stated Victor J. Schultz, president of Prairie Trust. “Her extensive legal experience makes her a perfect fit for this position.”

Lori Hert comes to Prairie Trust from Attorney Gerald A. Drendel/The Justice Law Firm, P.C. in Streator, Illinois where she worked as a legal assistant. She has 35 years of legal experience with concentrations in probate, corporate and tax matters. In her new role with Prairie Trust, Lori will be responsible for supporting Prairie’s trust administrators with the ongoing management of personal trust and estate settlement clients.

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

Waukesha State Bank Rebrands Trust & Wealth Management Services - January 2, 2019
Prairie Financial Group Repositions Brands to Prairie Trust and Waukesha State Bank Wealth Management
WAUKESHA, Wis. (January 2, 2019) - Waukesha State Bank, a full-service community bank with 13 locations in Waukesha County, is dividing their Prairie Financial Group division into two separate brands — Prairie Trust and Waukesha State Bank Wealth Management.

Initially launched in 2013 as an advisor-friendly trust division, Prairie Financial Group was branded with the intent to expand its national footprint as a delegated personal trust administrator. However, with the recent growth of its other wealth management services, there’s become a need for added emphasis on the local connection to Waukesha State Bank.

"Our wealth management services, while well-established, are not well-known as a part of the bank’s offerings, making relationships more difficult to build at a local level. This has led us to the natural decision to rebrand to Prairie Trust and Waukesha State Bank Wealth Management," said Victor Schultz, President & Chief Fiduciary Officer.

Prairie Trust will focus strictly on personal trust administration and estate settlement services. Replacing "Financial Group" with "Trust" is intended to highlight the trust and fiduciary administration services provided, which is unique from many other financial service firms.

Waukesha State Bank Wealth Management will become the brand for investment management, financial planning and qualified retirement plan services. These services are primarily provided to local clients who have additional commercial and retail relationships with Waukesha State Bank, bringing the banking and investment needs together under one brand. This change will also support the launch of private banking services later in the year.

"Waukesha State Bank is a well-known brand in southeast Wisconsin and we believe it is important to align the wealth management services and banking under that name, while continuing to expand Prairie Trust at a national level. Moving forward, clients will enjoy the same exceptional service from our team, now delivered under two brands," said Schultz.
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About Waukesha State Bank
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.

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

Prairie Financial Group® Hires Durham - October 17, 2018
WAUKESHA, Wis. (October 17, 2018) – Prairie Financial Group®, a division of Waukesha State Bank, has hired Jean Durham as senior personal trust associate.

“I am very excited to announce the addition of Jean to the Prairie team,” stated Victor J. Schultz, president and chief fiduciary officer of Prairie Financial Group. “Her extensive legal experience makes her a perfect fit for this position.”

Jean Durham comes to Prairie Financial Group from Bank Mutual, where she worked for seven years as staff attorney and paralegal. She has broad legal skills and is an expert in analysis and negotiation of contracts, bank account titling and real estate transactions. In her new role with Prairie, Jean will be responsible for supporting Prairie’s senior trust administrators, with an emphasis on estate settlement administration, real estate management and contract review.

Jean holds a Juris Doctor from Northwestern University School of Law and a Bachelor of Arts in psychology from Northwestern University. She is active in the community volunteering with Feeding America Eastern Wisconsin and Boy Scout Troop 530. She and her 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.

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.

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.