The Trust and Fiduciary Team at Waukesha State Bank provides specialized services in managing trusts, estates, and investment accounts for clients, ensuring their financial wishes and goals are met. This team administers fiduciary responsibilities, manages tax obligations, and offers personalized support in trust and estate planning, catering to both individuals and families in Waukesha County.
Diem Nguyen
VP & Manager of Personal Trust
Jo Stahl
Fiduciary Tax Administrator
Lauren Hanson
Personal Trust Assistant
Lori Hert
Senior Personal Trust Assistan...
Matthew Woyak
Trust Officer & Real Estate Ad...
Michele Young
VP, Senior Trust Administrator
Nancy Schoenberg
VP & Senior Trust Administrato...
Terry Doyle
Director, Fiduciary Sales
Thom Kieffer
VP & Senior Trust Administrato...
Victor Schultz
Chief Fiduciary Officer & Pres...
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