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Alexander Källebo, CFA ®

SVP, Portfolio Manager

Tyler Sass, ChFC®, RICP®

Financial Advisor 600 E. Main Street |  Watertown, WI 53094

Michael St John, CPA, CRPS®, AIF®

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

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

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

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

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

Hunter Bloy

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

Ma Lee Yang

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

Wendy Carlson, CWS®

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

Cory Van Camp

VP, Personal Trust Relationship Manager

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

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)