Jo Stahl

Fiduciary Tax Administrator at Waukesha State Bank

Jo Stahl is the Fiduciary Tax Administrator at Waukesha State Bank. Jo has over 25 years of experience in tax planning and compliance for closely held businesses, business owners, and high net worth individuals. Prior to their current role, Jo was the Manager of Tax & Accounting at Elite Sports Clubs from September 2017 to May 2020. From November 1994 to September 2017, they were a Senior Tax Manager at Sikich. Jo began their career as a Tax Accountant at Godfrey & Kahn, S.C. from January 1994 to November 1994 where they were responsible for tax compliance for trusts and individuals.

Jo Stahl has a Master's degree in Taxation from the University of Wisconsin-Milwaukee and a Bachelor's degree in Accounting from the University of Wisconsin Oshkosh.

Some of their coworkers include Annette Klare - VP, Retirement Services Relationship Manager, Lori Hert - Personal Trust Associate, and Ron Jahnke - VP, Private Banking Officer. Jo Stahl reports to Victor Schultz, Chief Fiduciary Officer & President, Prairie Trust & Waukesha State Bank Wealth Management.


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