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Adam Sitter, CFP ®

VP, Portfolio Manager

Justin Myers

Private Banking Executive 815 Water Street | Milwaukee, WI 53202

Ian Farrell

VP, Private Banker 206 S Broadway Ave, Rochester, MN 55904

Stephanie Fisher, CWS®

SVP, Private Banker 206 S Broadway Ave | Rochester, MN 55904

George Brownell, CFP®

Lead Financial Planner 100 W Wisconsin Ave, Neenah, WI 54956

Amy Kempfer

VP, Private Banking6550 N Illinois | Fairview Heights, IL 62208

Brett Briggs

SVP, Private Bank Team Leader231 S. Bemiston, Suite 700 Clayton, MO 63105

Kenny Weston

VP, Private Banking 6650 N Illinois St, Fairview Heights, IL 62208

Romana Gracanin

VP, Private Banking231 S. Bemiston, Suite 700 Clayton, MO 63105

Gary Rolain, CFA®

SVP, Portfolio Manager

Chris Karlin, CFA®

SVP, Portfolio Manager

Mark Tumpach, CFA®

SVP, Senior Research Analyst & Portfolio Manager

Steve Pipp, CFA®

Senior Vice President, Portfolio Manager

Pat Fry, CFA®

SVP, Director of Fixed Income

Eric Lois, CFA ®

VP – Portfolio Manager

Jerry Bayer, CFA®

VP, Portfolio Manager

John B. Duffy

SVP, Institutional Client Advisor 8040 Excelsior Dr. | Madison, WI 53717

Justin D. Dahl

VP, Institutional Client Advisor 815 Water St | Milwaukee, WI 53202

Michelle Slawny

SVP, Director of Wealth Planning 8040 Excelsior Dr. | Madison, WI 53717

Kelly Deegan

Private Banker 8040 Excelsior Dr. | Madison, WI 53717

Amanda Bryant, CFA®

SVP, Portfolio Manager

Tim Hazeltine, CFP®

VP, Personal Trust Relationship Manager8040 Excelsior Drive | Madison, WI 53717

Mallory Roush, CRPS™, AIF®

VP, Retirement Plan Consultant 200 N. Adams St, Green Bay, WI 54301

Stacey Wilson

AVP, Personal Trust Relationship Manager 100 W. Wisconsin Avenue | Neenah, WI 54956

Michael St John, CPA, CRPS®, AIF®

VP, Retirement Plan Consultant 612 Main Street | Rockford, IL 61103

Joe Lenartz

VP, Senior Sales Relationship 5353 Wayzata Blvd, St. Louis Park, MN 55416

Jimmy Schaeve, CRPS®, AIF®

VP, Retirement Plan Consultant 815 N. Water Street | Milwaukee, WI 53202

Collin Ritzinger, JD

VP, Personal Trust Relationship Manager8040 Excelsior Drive | Madison, WI 53717

Jeffrey Edwards, CTFA, CFP®

SVP, Senior Financial Advisor 205 4th Street N | La Crosse, WI 54601

Michelle Bauer

Vice President, Senior Personal Trust Relationship Manager 100 W Wisconsin Ave Neenah, WI 54956

Tony Gruba CFP®, CRPC®

Financial Advisor

Ma Lee Yang

AVP, Corporate Trust Relationship Manager 200 North Adams St. | Green Bay, WI 54301

Hunter Bloy

Personal Trust Relationship Manager 200 N. Adams St, Green Bay, WI 54301

Angela Kohl

VP, Private Banker 815 N Water Street | Milwaukee, WI 53202

Ryun Van Cuyk, CWS®

VP, Private Banker 815 N Water Street | Milwaukee, WI 53202

Wendy Carlson, CWS®

SVP, Private Banking Group Manager815 N Water Street | Milwaukee, WI 53202

Cory Van Camp

VP, Personal Trust Relationship Manager

Quinn Williquette

Associate Wealth Planner 815 North Water St, Suite 101, Milwaukee, WI 53202

Joe Hughes, MBA

Vice President, Private Banker 815 N Water St. | Milwaukee, WI 53202

John Kvamme, CFP®, CTFA, CEPA

SVP, Senior Financial Advisor 5353 Wayzata Blvd. | St. Louis Park, MN 55416

Darci Brittnacher

SVP, Private Banking Team Leader 200 N. Adams St. Green Bay, WI 54301

Danielle Picard, JD

SVP, Personal Trust Manager

Emily Schiltz, CFP®

Financial Advisor

Darcy Elmer

VP, Personal Trust Relationship Manager 206 S. Broadway | Rochester, MN 55904

Elisabeth Knutson

Associate Financial Planner8040 Excelsior Dr Suite 201 Madison, WI 53717

Nicole Kowalski, JD

AVP, Personal Trust Relationship Manager 815 N. Water Street | Milwaukee, WI 53202

Sarah Kostial

SVP, Private Banking Group Manager 5353 Wayzata Blvd | St. Louis Park, MN 55416

Scott Tank, RICP

VP, Senior Financial Advisor 1325 Church St. | Stevens Point, WI 54481

Heather Weller, CFP®, CTFA, CISP

VP, Personal Trust Relationship Manager and Lead Financial Planner 200 North Adams St. | Green Bay, WI 54301

Dan McDermott, JD

VP, Personal Trust Relationship Manager 815 N. Water Street | Milwaukee, WI 53202

Sheryl Campbell

AVP, Personal Trust Relationship Manager 525 W. Monroe Street | Chicago, IL 60661

Lisa Olson

VP, Personal Trust Relationship Manager 815 N. Water Street | Milwaukee, WI 53202

Melissa Lundberg

VP, Private Banker 200 N. Adams St. | Green Bay, WI 54301

Molly Carlson

VP, Corporate Trust Manager 200 North Adams St. | Green Bay, WI 54301

Marifran Georgis, JD, CTFA

SVP, Personal Trust Manager 612 North Main Street | Rockford, IL 61103

Nida Ongkananuwong

VP, Private Banking Account Executive 525 W Monroe Street | Suite 2400 | Chicago, IL 60661

Katherine Helke-Vieau, CWS®

SVP, Private Banking Group Manager8040 Excelsior Drive | Madison, WI 53717

Michael Janda, CWS®

VP, Private Banker300 N LaSalle Drive | Chicago, IL 60654

Eileen Bruckert, JD

VP, Personal Trust Relationship Manager 7533 Egan Dr. | Savage, MN 55378

Caryn Levey, CWS®

SVP, Private Banking Group Manager 525 W Monroe Street | Suite 2400 | Chicago, IL 60661

Mary Jarrett, CWS®

SVP, Private Banker 5353 Wayzata Blvd | St. Louis Park, MN 55416

Adam DeMont, CWS®

SVP, Private Banking Executive 525 W. Monroe Street | Chicago, IL 60661

Dave Strelitz

SVP, Personal Trust Manager 815 N. Water Street | Milwaukee, WI 53202

Erin Zimmerman

Senior Vice President 2010 Stewart Ave | Wausau, WI  54401

Nick Minkov, CRPC®

SVP, Senior Financial Advisor 525 W. Monroe Street | Chicago, IL 60661

Adam Dalke, CFP®, CRPC®

SVP, Senior Financial Advisor 206 N. Wisconsin St. | De Pere, WI 54115

Michael Nickel

SVP, Financial Advisor 7722 Mineral Point Rd. | Madison, WI 53717

Jacob Rabas, ChFC, CFP®

Financial Advisor 2001 S. Webster Ave. | Green Bay, WI 54301

Daniel Fax, CLU, RICP

VP, Financial Advisor 10701 W. National Ave. | West Allis, WI 53227

Neil Bonneson

Financial Advisor 5353 Wayzata Blvd. | St. Louis Park, MN 55416

Wendi Lucarelli

VP, Financial Advisor 1217 N. Taylor Dr. | Sheboygan, WI 53081

Benjamin Sorensen

VP, Private Banker 200 N. Adams St. | Green Bay, WI 54301

Megan Kramas, CWS®

SVP, Private Banker 400 S. Central Ave | Marshfield, WI 54449

Patrick Wiedower, CWS®

SVP, Private Banker 310 Silver Street | Hurley, WI 54534

James Czubek

Financial Advisor 3501 Veterans Ave. | Suamico, WI 54173

Dennis Webb

VP, Financial Advisor 2645 N. Mayfair Rd. | Waukesha, WI 53226

Dan Shvartsman

VP, Financial Advisor 222 N. Wisconsin St. | Port Washington, WI 53074

Rodi Gauss-Samet

AVP, Financial Advisor 222 N. Wisconsin St. | Port Washington, WI 53074

Carl Sellen, CFP®

VP, Financial Advisor 17100 W. Capital Dr. | Brookfield, WI 53005

Brecken Haak, CWS®

SVP, Private Banker 612 N Main Street Rockford, IL 61103

Latacia Greeley, CWS®

AVP, Private Banker 319 East Grand Avenue | Eau Claire, WI 54701

Jacob Jirschele

SVP, Private Banking Executive 200 N. Adams St. | Green Bay, WI 54301

Doug Welter

VP, Private Banker 100 W. Wisconsin Avenue | Neenah, WI 54956

Douglas Halverson

AVP, Financial Advisor 658 S. Grand Ave. | Sun Prairie, WI 53590

Peter Engstrom, CFP®

AVP, Financial Advisor 707 N. Rochester St. | Mukwonago, WI 53149

Ben Reid, CMFC

SVP, Financial Advisor 4811 S. 76th St. | Greenfield, WI 53220

Sandra Earp

SVP, Private Banking Team Leader 205 4th Street North | La Crosse, WI 54601

Meg Kolb, CTFA, CISP, CWS

SVP, Personal Trust Manager 2010 Steward Avenue | Wausau, WI 54401

Steve Schoeder, ChFC®

Financial Advisor

Tyler Slaght, AIF®

VP, Retirement Plan Consultant 815 N. Water Street | Milwaukee, WI 53202

Robin Rettke

VP, Estate Settlement Administration Manager 100 W. Wisconsin Avenue | Neenah, WI 54956

Chad Stafko, CFP®, CIMA®

VP, Senior Financial Advisor 6550 N. Illinois Street | Fairview Heights, IL 62208

Scott Biertzer

Financial Advisor 8683 Hwy 51 N. | Minocqua, WI 54548

Chad Borns

VP, Retirement Plan Consultant 100 W. Wisconsin Ave | Neenah, WI 54956

Marissa Evers

Financial Advisor 622 Roosevelt Rd | Machesney Park, IL 61115

Charity Olson, CWS®, CCTS, CTFA, CSOP

SVP, Personal Trust Manager 200 N Adams St, Green Bay, WI 54301

Lori Allen

VP, Personal Trust Relationship Manager 100 W Wisconsin Ave, Neenah, WI 54956

Jesse Drage, CRPS®, CPFA

Senior Vice President, Retirement Plan Consulting Team Leader815 N. Water Street | Milwaukee, WI 53202

Jim Van De Hey

VP, Personal Trust Relationship Manager 100 W. Wisconsin Avenue Neenah, WI 54956

Amy Sola, CWS®

VP, Private Banker612 N Main Street | Rockford, IL 61103

Bob Pencil CFP®, CRPC®

Financial Advisor
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Whether you're in Illinois, Minnesota or Wisconsin we have teams that can help you create a comprehensive plan for any stage of life. We offer:

  • Private banking
  • Financial and wealth planning
  • Investment solutions
  • Trust and estate administration

Associated Bank also offers services for corporations, nonprofits, government agencies and municipalities including:

  • Institutional Asset Management
  • Retirement Plan Solutions
  • Corporate Trust & Custody Services

Speak with an Associated Bank Private Wealth professional today.

Wherever you see yourself in the future, we’ll be here.

Private Banking Concierge 
800-991-7706
Monday-Friday, 8 a.m.-6 p.m.
Saturday, 8:30 a.m.-12:30 p.m.

Customer Care
800-431-4649

Frequently Asked Questions

For general questions call 800-431-4649.

Private Banking services are available to clients with $250,000 or more in household income or have investable assets at Associated Bank totaling $500,000 or more.

We will talk about a variety of topics including banking and credit management, investment, tax and retirement planning, charitable goals, and most importantly, your short and long-term financial goals.  We will also ask about your family and plans for the future, discuss our service agreement, setup your accounts, summarize next steps and schedule your next meeting.



  • Investment, Securities and Insurance Products:

    NOT
    FDIC INSURED    		NOT BANK
    GUARANTEED    		MAY
    LOSE VALUE    		NOT INSURED BY ANY
    FEDERAL AGENCY    		NOT A
    DEPOSIT

     

  • Associated Bank and Associated Bank Private Wealth are marketing names AB-C uses for products and services offered by its affiliates. Securities and investment advisory services are offered by Associated Investment Services, Inc. (AIS), member FINRA/SIPC; insurance products are offered by licensed agents of AIS; deposit and loan products and services are offered through Associated Bank, N.A. (ABNA); investment management, fiduciary, administrative and planning services are offered through Associated Trust Company, N.A. (ATC); and Kellogg Asset Management, LLC® (KAM) provides investment management services to AB-C affiliates. AIS, ABNA, ATC, and KAM are all direct or indirect, wholly-owned subsidiaries of AB-C. AB-C and its affiliates do not provide tax, legal or accounting advice. Please consult with your advisors regarding your individual situation. (1024)