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Showing 71 to 80 of 298 results for Succession

  • Corey Chamberlain SVP Commercial Real Estate

    As Senior Vice President, Commercial Real Estate, Corey partners with developers and real estate investors throughout the Madison area, delivering comprehensive real estate banking solutions. His background at a real estate development firm gives him firsthand insight into his clients' challenges and priorities. Corey takes a hands-on, collaborative approach to every relationship, ensuring clients get the guidance and attention their projects deserve.

  • Grant Moll, CFP® VP Wealth Advisor

    As Vice President Wealth Advisor, Grant partners with clients to navigate their wealth with confidence and clarity. His approach centers on proactive communication and strategic foresight. Grant works closely with clients to anticipate opportunities and challenges before they arise. With a commitment to building lasting relationships, he takes the time to truly understand what matters most to each client, ensuring their financial plan evolves alongside their changing needs and goals.

  • Writing a Story Worth Retelling

    This is part of an ongoing series of articles about estate planning and succession planning, written by Joe Maier, JD, CPA, Senior Vice President, Director of Wealth Strategy

  • Divesting Your Business

    If you're considering divesting your business, you need a knowledgable partner who can help you understand your options and put together the right strategy to ensure a successful divestiture. 

  • Smart Money Moves: Financial Strategies for Early Career Success

    In this episode, Melissa Olson shares essential financial strategies for young professionals, highlighting the importance of early retirement savings, distinguishing needs from wants and effective debt management to achieve long-term financial stability and success.

  • Barry Fries VP Commercial Banking

    As Vice President, Commercial Banking, Barry generates and manages commercial loan and deposit relationships with clients. His primary focus is working closely with privately held businesses to help provide financial solutions that will have a positive impact on their bottom line. He also handles loan inquiries and meets regularly with clients and prospects to discuss the best potential lending solutions to meet their unique financial needs. When consulting with clients, Barry takes a value-added approach, identifying strengths as well as areas for improvement. His experience in commercial credit sets him apart, enabling him to thoroughly analyze a company’s financial statements to fully understand his clients’ business as he supports and guides them to success.

  • Bruce Zak SVP Regional President, Northeast

    As SVP Regional President of the Northeast, Bruce serves businesses in a wide array of industries that are prevalent in Northeast Wisconsin. He approaches each client with a desire to understand their individual goals and priorities and works to find solutions that fit their unique situation. Bruce recognizes that each client has their own business opportunities and challenges and believes that the best part of his job is playing a role in their success. He works hard to understand what is most important to a client to build long-term relationships built on mutual trust and respect.

  • Ana Marino AVP Business Banking

    As Assistant Vice President, Business Banking, Ana provides lending solutions for businesses in the Hayward community. With more than 17 years of experience underwriting commercial loans, Ana understands the unique needs of companies in various industries throughout Northwest Wisconsin. As a financial professional truly invested in her clients’ success, Ana is dedicated to helping companies grow their business through flexible financing options.

  • Planning for Retirement

    As you get closer to retirement, we can help you figure out what comes next. We’ll help you assess your current plan and make adjustments to ensure you realize the retirement you’ve always imagined.

  • Russ Plewa SVP Commercial Banking

    Russ specializes in advising middle market businesses how to grow, finance expansion projects, complete dividend recaps and acquisitions. Russ is a creative person who truly considers how to solve problems from different angles. He helps clients grow their company through connections, unique ideas, and by providing proactive long-term advice with a sense of urgency. Russ has worked with over 500+ companies through high growth, transitions and large expansion projects, giving him insight on how to help companies navigate through a broad range of situations. He has a unique background in accounting, engineering, and finance giving him insights on how to offer a variety of solutions, especially for manufacturing companies.
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