Wealth isn’t just built. It’s cared for.
Welcome to wealth care—a whole new approach to financial management. It’s a strategy that revolves around your life, a partnership you can trust and a team of wealth professionals working together to nurture every part of your financial well-being.
The personalized, concierge care your success deserves—with a team that puts you first.
At Associated Bank, we believe in empowering our Private Wealth clients to thrive—at work, at home and through every stage of life. You deserve financial advice you can trust and investment strategies tailored to your goals—and we’re dedicated to delivering results that can help grow and protect your wealth, prepare for your retirement and secure your legacy.
With a focus on your unique needs, we guide your wealth with trusted knowledge and deep experience so you can live your purpose and pursue your dreams. Whether you’re charting a new path or planning for your family’s future, we’re here to help you move forward with confidence and the freedom to make every moment count.
Our Associated Bank Private Wealth team is committed to providing consistent care, responsiveness and a partnership approach built on listening and shared values.
Let’s shape what’s next—together.
Connect with one of our private banking or wealth professionals to schedule your complimentary meeting today.
Adam Sitter, CFP ®
VP, Portfolio Manager
Alexander Källebo, CFA ®
SVP, Portfolio Manager
Michael St John, CPA, CRPS®, AIF®
VP, Retirement Plan Consultant 612 Main Street | Rockford, IL 61103
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
Romana Gracanin
VP, Private Banking231 S. Bemiston, Suite 700 Clayton, MO 63105
Eric Lois, CFA ®
VP – Portfolio Manager
Chris Karlin, CFA®
SVP, Portfolio Manager
Gary Rolain, CFA®
SVP, Portfolio Manager
Mark Tumpach, CFA®
SVP, Senior Research Analyst & Portfolio Manager
Pat Fry, CFA®
SVP, Director of Fixed Income
Jerry Bayer, CFA®
VP, Portfolio Manager
Amanda Bryant, CFA®
SVP, Portfolio Manager
Tim Hazeltine, CFP®
VP, Personal Trust Relationship Manager8040 Excelsior Drive | Madison, WI 53717
Collin Ritzinger, JD
VP, Personal Trust Relationship Manager8040 Excelsior Drive | Madison, WI 53717
Michelle Bauer
Vice President, Senior Personal Trust Relationship Manager 100 W Wisconsin Ave Neenah, WI 54956
Cory Van Camp
VP, Personal Trust Relationship Manager
John Kvamme, CFP®, CTFA, CEPA
SVP, Senior Financial Advisor 5353 Wayzata Blvd. | St. Louis Park, MN 55416
Danielle Picard, JD
SVP, Personal Trust Manager
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
Heather Weller, CFP®, CTFA, CISP
VP, Personal Trust Relationship Manager and Lead Financial Planner 200 North Adams St. | Green Bay, WI 54301
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 53717Michael Janda, CWS®
VP, Private Banker300 N LaSalle Drive | Chicago, IL 60654
Caryn Levey, CWS®
SVP, Private Banking Group Manager 525 W Monroe Street | Suite 2400 | Chicago, IL 60661
Chad Stafko, CFP®, CIMA®
VP, Senior Financial Advisor 6550 N. Illinois Street | Fairview Heights, IL 62208
Charity Olson, CWS®, CCTS, CTFA, CSOP
SVP, Personal Trust Manager 200 N Adams St, Green Bay, WI 54301
Jesse Drage, CRPS®, CPFA
Senior Vice President, Retirement Plan Consulting Team Leader815 N. Water Street | Milwaukee, WI 53202
Amy Sola, CWS®
VP, Private Banker612 N Main Street | Rockford, IL 61103Form Submitted!
An Associated Bank Colleague will be in touch with you soon!
Our story
We’re building something special at Associated Bank. Wealth care is so much more than traditional wealth management—it’s personalized, coordinated solutions and comprehensive services for your financial peace of mind. Our team is here to take care of everything you care about.
Our services
Empower your financial future with personalized Private Wealth services designed around you—customized wealth planning, tailored investment strategies, next-level banking benefits, trust and estate services, retirement planning and more. Guiding your wealth through every chapter of your life.
Our year-end guidance
Small moves to wrap up 2025 = more confidence in 2026. Together, we can make this your strongest financial finish yet. Let’s connect for a complimentary wealth planning session to give you a fresh perspective on your year-end picture and actions you can take to position yourself for success.
Investment, Securities and Insurance Products:
NOT
FDIC INSUREDNOT BANK
GUARANTEEDMAY
LOSE VALUENOT INSURED BY ANY
FEDERAL AGENCYNOT A
DEPOSITAssociated 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)
