Celebrating 50 Years

Our mission is simple.

For 50 years, we have had the privilege of living out our mission to make every community better because we’re there.

$1.9 Million Contributed

We support over 175 organizations in the areas of the Arts, Financial Literacy and Community Welfare across our footprint.

Since its inception in 1970, we continue to contribute to United Way and matching every employee donation dollar-for-dollar.

12,000+ Volunteer Hours

In addition to supporting various causes throughout the year, we host an annual Service Day where more than 1,000 associates volunteer their time assisting more than 60 organizations throughout our communities.

We believe Service Day is every day.

Our Community Involvement

Top Charitable Contributor

We are proud to be recognized by Milwaukee Business Journal as one of the top philanthropic companies in the state of Wisconsin.

2021 Top Workplace USA

We have been recognized nationally as a 2021 Top Workplace USA – a testament to a 50-year tradition of putting our clients and communities first every day. We’re proud to be a financial partner to Wisconsin families and businesses and look forward to serving your financial needs for years to come.

Our Story

Advisors Where You Live

We are proud to support the growth and success of the Greater Madison community where our associates live and work. Find a local advisor who can help you work toward achieving your financial goals.

Private Banking

Courtney Searles

As Senior Vice President, Private Banking Regional Manager, Courtney uses a comprehensive approach to help clients identify the optimal financial solutions and efficiencies tailored to their individual needs...

Wealth

Ed Kindschi

As Senior Vice President, Wealth Team Lead, Ed believes in taking a holistic view of personal finance. His proactive approach in helping clients coordinate an aligned strategy looks at...

Mortgage Loans

Pappy Johnson

Pappy's passion for real estate, strength for details and fun-loving personality have kept him happy and successful in the mortgage industry for 30 plus years. An extensive background in lending has taught Pappy the importance of listening...

Personal Insurance

Joey Broms

As Personal Insurance Sales Executive, Joey takes pride in helping individuals and families protect their valuable assets. Establishing relationships built on trust, Joey works to find...

Personal Banking

Houa Yang

As Assistant Vice President, Branch Manager, Houa manages a team of bankers and oversees the downtown Madison branch. She works alongside partners in Private Banking, Mortgage and the Commercial Real Estate Group to serve clients...

We're Celebrating 50 Years

From our family to yours, thank you for your continued support and the trust you place in us.

Learn more

A trailer was just the beginning.

What began with three employees working in a trailer grew to be the largest family-owned financial services company in Wisconsin.

Our Story

Your home is our home.

For half a century, we’ve dedicated ourselves to the communities where we live and work through progressive investments, philanthropic contributions and volunteer service.

How We Help

Your success is our success.

We succeed when our clients succeed. With relationships built on trust, we’ll help you plan for your family, your business and your life – today, tomorrow and for generations to come.

Your Financial Life

As your needs evolve, we do too.

Life moves quickly, and so do we. Whether face-to-face or digitally, we keep pace with the rapidly evolving financial services landscape while providing the highest level of personal service.

Navigating A Digital World

Our associates are the heart of our organization.

We empower our associates to give their best at work, at home and in the communities where they live.

Our Associates At Work

Your Home Is Our Home