Taxes

• Real Estate Taxes
  If an escrow account is required or requested, the actual monthly payment will also include amounts for real estate taxes and homeowner's insurance premiums.

Investment

• Wealth Management
  A Certified Trust and Financial Advisor, Pam works with clients and their advisors to provide wealth management capabilities to help meet the customer’s financial goals. Pam says her experience and knowledge in Trust and Estate Administration allow her to help educate, explain and assist clients and beneficiaries in the decision making process while keeping them informed during the Estate Settlement process. “Loyalty, commitment and providing excellent client services are the foundation for everything we do,” says Pam. “Each client is different. Their needs are different. But what is most rewarding is when we can build long standing relationships with clients because we helped meet their individual goals.”

Planning

• Financial Planning
  Deb assists business bankers with a variety of tasks to maximize our business customers’ experience and strengthen relationships. She provides administrative support and customer service in the Fox Valley region. Deb enjoys helping customers and knowing that her work makes a difference with their financial needs. Deb has 23 years of banking experience ranging from personal banker, assistant branch manager and branch manager. Deb completed her Certified Financial Planning (CFP) Course at Fox Valley Technical College. She also pursued classes in finance and management.
• Retirement Planning
  Extracurriculars Chris is an active member of his community. He serves as Advisory Council Member for Family Services of Waukesha, past president of The Volunteer Center of Waukesha County and former Executive Committee Member of the United Way of Waukesha County.