Prairie Trust
A MESSAGE FROM THE PRESIDENT


I am pleased to welcome Ron Jahnke, Wealth Mangement’s new Private Banker, to our team. Ron joins us from Associated Bank where he managed relationships of 300+ affluent bank clients. 
Ron worked with clients to understand their financial goals and coordinated with internal experts (investment management, trust, financial planning, business banking, etc.) to deliver appropriate solutions. In the past, Ron has also been a Branch Manager (M&I and US Bank) and Business and Private Banker (US Bank).

Our goal for Private Banking is to meet the unique needs of our more affluent customers and accomplish the following:

  • Create a suite of uniquely branded bank products and services for private banking clients.
  • Creatively serve the specialized credit needs of well qualified customers.
  • Attract and retain customers that qualify for and desire private banking services.

Private Banking opens the doors to a different segment of the market and gives us the opportunity to introduce more affluent members of the community to the excellent array of financial services and expertise that we offer coupled with the friendly service and individualized care the bankers at Waukesha State Bank have been delivering for 75 years.

 

We still have a lot of work to do to create and develop our private banking offering, which will be Ron’s primary objective for the next few months. We expect the program to be rolling out in summer.

We appreciate the business you introduce us to and enjoy working with you and your clients. If you know of someone who would like to learn more about our private banking services, please don’t hesitate to reach out to Ron Jahnke at (262) 522-7405 or rjahnke@waukeshabank.com.

Very truly yours,

Victor Schultz

Victor Schultz
President
vschultz@waukeshabank.com
(262) 522-7402

RESOURCES


Wealth Management Solutions Content Hub

If you have a trust opportunity you’d like to discuss with us, please contact Terry Doyle (262) 953-2435 or tdoyle@waukeshabank.com.

If you would like us to present to your group on this topic or another wealth management topic, please email Lisa at lpersohn@waukeshabank.com.

calendar
SAVE THE DATE!

 

CE Luncheon Series: Ethics Issues in a Modern Estate Planning Practice
Tuesday, June 25, 2019, 12:00 - 1:30 PM
Prairie Trust Community Room, 1227 Corporate Center Dr., Oconomowoc
Presented by Cannon Financial | CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available
Click here to register for 6/25


CE Luncheon Series: Your Marital Agreement Toolbox

Tuesday, July 23, 2019, 12:00 - 1:30 PM
Prairie Trust Community Room, 1227 Corporate Center Dr., Oconomowoc
Presented by Cannon Financial | CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available
Click here to register for 7/23


CE Luncheon Series: Practical Solutions to Vexing Trust Administration Dilemmas

Tuesday, August 27, 2019, 12:00 - 1:30 PM
Prairie Trust Community Room, 1227 Corporate Center Dr., Oconomowoc
Presented by Cannon Financial | CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available
Click here to register for 8/27

Prairie Trust
Phone: 262-522-7400
Toll Free: 855-591-2950

PrairieTrust@waukeshabank.com
www.PrairieTrust.com
Matt Fischer
Matt Fischer
Matt Fischer
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