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Personal Trust Services

Our Trust Department is here to provide complete estate, trust, and investment services for you and your family. Our services range from bill paying to estate planning to trust and IRA administration to professional investment management. We will work with you and your advisors to develop the best plan for you, your family, and/or your business. We strive to provide the personal, responsive service that you expect from a community bank.

We differentiate ourselves from our competition by providing highly personalized trust and investment management services on a local, face-to-face basis.

Alan Konetzki
Alan Konetzki
Senior Vice President
Trust Services
Alan Konetzki brings nearly 30 years of trust, investment and wealth management experience. He graduated from the University of Illinois with his BSEE, received his Masters from UW-Milwaukee and his Chartered Life Underwriter and Chartered Financial Consultant designations from American College.
Joanne M. Wood
Joanne M. Wood
AVP Trust Administration
Joanne M. Wood, AVP Trust Administration Officer, has over 20 years of trust administration experience at a local trust department and brokerage firm. She earned her associates degree in accounting from Lakeshore Technical College.
Jim E. Bailey
Jim E. Bailey
SVP Wealth Management Services
James E. Bailey, Investment Executive, has 21 years of investment, insurance and banking experience. He has worked as a Financial Consultant throughout his career.
Mary Schroeder
Mary Schroeder
Trust Administrator
Mary Schroeder, Trust Administrator, has over 26 years of investment, banking and trust experience. . Mary served as a Financial Consultant throughout most of her career. She has worked with individual investors as well as corporations. Throughout her career Mary has always provided 100% commitment to customer service.
June Vreeke
June Vreeke
Administrative Assistant
June Vreeke, Administrative Assistant, has 28 years banking and trust department experience. She joins us with an extensive accounting background. June has worked in banking and manufacturing.

For more information on our Trust Services, call 1-888-582-4440 or 1-920-459-4444.


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