Close up of two hands in a handshake.

Our Wealth Management Team

Non-deposit products are: not insured by the FDIC;
are not deposits; and may lose value.

Wealth Management Leadership


Victor Schultz

Victor Schultz, J.D.

President & Chief Fiduciary Officer
(262) 522-7402
Michael Swope

Michael Swope, CFA

Vice President
Director of Wealth Management Services
(262) 899-6936
Joe Ehrmann

Joe Ehrmann

Financial Planning Analyst
(262) 408-1014
Bernie Fiedler

J. Bernard (Bernie) Fiedler

Wealth Management Consultant
(262) 522-7400
Rodney Hathaway

Rodney Hathaway, CFA

Vice President
Chief Investment Officer
(262) 522-7408

Ron Jahnke

Ron Jahnke, CWS®

Vice President
Private Banking Officer
(262) 522-7405
NMLS #: 777858
Cassie Jones

Cassie Jones

Operations Supervisor
(262) 408-1019
 

Thom Kieffer

Thom Kieffer, CFP®, CTFA, CPA (inactive)

Vice President
Senior Wealth Advisor
(262) 522-7409

Annette Klare

Annette Klare

Vice President
Retirement Services Relationship Manager
(262) 522-7403
Mandy Litwin

Mandy Lavota

Senior Private Banking Associate
(262) 408-1011
NMLS#: 2258844
Parker Paulson

Parker Paulson

Wealth Management Analyst
(262) 408-1012
Lisa Persohn

Lisa Persohn, CPA, CFIRS®

Vice President
Director of Operations
(262) 522-7404

Tiffany Pung

Tiffany Pung

Operations Specialist
(262) 408-1031
 
Kelly Savatski

Kelly Savatski, CFP®, AIF

Vice President
Senior Portfolio Manager
(262) 522-7411
Theresa Schultz

Theresa Schultz, CISP

Vice President
Investment Services Administrator
(262) 522-7407
Angie Simaytis

Angie Simaytis, J.D.

Retirement Specialist
(262) 574-4123
 
Julie Zagrodnik

Julie Zagrodnik

Administrative Assistant
(262) 522-7400

Ethan Zembinski

Ethan Zembinski

Financial Services Analyst
(262) 408-1015