Experienced Professionals Dedicated to You
Our Trust & Wealth Management team is committed to protecting your legacy and helping you pursue your financial goals with confidence. We focus on understanding your needs and concerns, nurturing long-term relationships, and providing customized solutions that support your financial journey. Connect with us today!
Mark Leach
Chief Wealth Management Officer
608-363-8047
Nichole Boggie
Wealth Administration Specialist Lead
608-313-8322
Robin Chambers
CTFA, Trust Officer
608-363-8154
Kaitlyn Leslie
Sales Assistant
608-363-8034
Mindy Lucchesi
VP - Trust Officer
608-363-8046
Paula Meili
WMS, Trust Officer
608-363-8019
Steve Schou
CFPA®, AWMA®, VP - Trust Investment Officer
608-313-8368
Justin Seeley
Investment Executive
608-313-8377
Fran Sorenson
CPA, AVP - Trust Officer
608-313-8115
Toni Waterhouse
Wealth Administration Specialist
608-363-8008