Personal Trust Services
Our Trust Department is here to provide complete estate, trust, and investment services for you and your family. Our services range from bill paying to estate planning to trust and IRA administration to professional investment management. We will work with you and your advisors to develop the best plan for you, your family, and/or your business. We strive to provide the personal, responsive service that you expect from a community bank.
We differentiate ourselves from our competition by providing highly personalized trust and investment management services on a local, face-to-face basis.
For more information on our Trust Services, call 1-888-582-4440 or 1-920-459-4444.
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Alan Konetzki Senior Vice President Alan Konetzki brings nearly 30 years of trust, investment and wealth management experience. He graduated from the University of Illinois with his BSEE, received his Masters from UW-Milwaukee and his Chartered Life Underwriter and Chartered Financial Consultant designations from American College. |
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Joanne M. Wood AVP Trust Administration Joanne M. Wood, AVP Trust Administration Officer, has over 20 years of trust administration experience at a local trust department and brokerage firm. She earned her associates degree in accounting from Lakeshore Technical College. |
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Tracy Beeck Trust Administration Officer Tracy has over 17 years of experience in the area of trust and estate settlement/administration. She earned her Certified Trust and Financial Advisor (CTFA) designation in 2001 from Cannon Trust School and her associate degree as a Paralegal from Lakeshore Technical College in 1993. |