Search Results

Showing 241 to 250 of 301 results for Succession

  • Current CRE Market From a Commercial Banking Perspective

    Despite supply chain pressures that remain, rising rates and inflation, there are emerging trends in the Commercial Real Estate market that could increase your appetite for doing business in the CRE space. Explore some of those trends and see how having a well-capitalized banking partner can benefit you and your business.

  • Dealing with disruption takes muscle

    Savvy, competitive business owners know disruption is a constant. No matter the industry, it's not a question of whether you must deal with disruptive forces — it's when.

  • The Automation Advantage: Why You Should Automate Your Accounts Payable Process and the Steps for Getting Started

    If you’re wondering what accounts payable automation is, look no further than this guide that covers how it can reduce costs and fraud and the simple steps for getting started.

  • 7 Easy Ways You Can Support Wisconsin Small Businesses

    Want to make a difference in your community? Learn how to best support small businesses any time of year.

  • Hans Wiedenbeck AVP Branch Manager

    As Assistant Vice President Branch Manager, Hans leads the personal banking team in downtown Madison. His passion lies in nurturing associates to reach their full potential, enabling them to deliver exceptional service to our valued clients. When it comes to clients, Hans adopts a personalized approach, striving to comprehend their financial requirements and aspirations. By doing so, he ensures that he can fulfill their short-term and long-term needs effectively.

  • Kyle Tripp, CFA®, CFP® SVP Wealth Portfolio Manager

    As Senior Vice President, Wealth Portfolio Manager, Kyle is dedicated to understanding your financial goals and helping you reach them. He specializes in crafting plans and investment portfolios with a focus on limiting your exposure to risk. Kyle is also adept at explaining and adjusting that strategy based on the current financial environment.

  • Annette Hellmer, CFA® SVP Portfolio Manager

    As Senior Vice President, Portfolio Manager, Annette helps individual, institutional and not-for-profit clients meet their financial objectives. She is dedicated to thoroughly understanding her clients’ goals, concerns, risk tolerance and time horizon, in order to deliver sound investment solutions to help meet their unique needs.

  • Tyler Mosley, CTFA VP Wealth Advisor

    Tyler assists our clients with a variety of services including processing account distributions, creating performance reports and client presentations, as well as assisting clients in resolving their issues. He understands our clients come to us for a service, but they also see us as their partner. They are putting considerable trust in us, which Tyler takes very seriously. He has a very personal style, and loves listening to people to get a feel for what makes them tick. This allows him to build a rapport and ultimately a strong relationship with his clients.

  • Tony Petrie VP Mortgage Field Manager

    As Vice President, Mortgage Field Manager, Tony uses his extensive mortgage experience to identify and address his clients’ most important financial needs. He is experienced with all aspects of the mortgage process, using his knowledge to develop customized solutions to help clients meet their long-term objectives. Placing an emphasis on exceptional customer service, Tony enjoys building trusted partnerships with a commitment to making his clients feel confident and comfortable throughout the entire decision-making process.

  • John Keller, CWS®, CTFA SVP Wealth Advisor

    As Senior Vice President, Wealth Advisor, John works with a team of knowledgeable portfolio managers, private bankers and other skilled professionals to provide custom wealth solutions, incorporating personalized financial and estate planning concepts to individuals and their families. In addition, John works with nonprofit organizations to identify the organizations' investment objectives and develop an investment policy statement that addresses both current spending needs and long-term objectives.
Back to Top