Jenny walking
Products & Services - Private Banking

Private Banking

If you’re like many people, you don’t want to spend your life managing finances. So why not leave it to our dedicated, experienced private bankers?

Get in Touch to Learn More

Bunny Jordan
Vice President,
Private Banking
MLO #773910
262-827-3648
Email Me

Jenny Kasun
Vice President,
Private Banking
MLO #782985
414-616-4455
Email Me

Dedicated help managing all your financial resources

Private Banking clients receive exceptional service and customized financial resources – including personal lines of credit, real estate lending, planning services, and more:

  • Ease of access: we come to your home or office
  • Free, unlimited worldwide ATM access
  • A wide selection of loan options with attractive rates for short-term cash needs, major purchases or liquidity for important investments
  • Options to leverage investment accounts for low-rate lines of credit without having to liquidate assets
  • Flexible deposit options to manage cash flow or to invest in longer term FDIC-insured certificates of deposits
  • 24/7 access to your money through online and mobile banking, including mobile deposits
  • Home mortgage loan options for primary residences, vacation homes, investment properties or refinancing an existing home
  • Additional benefits for your family, including college-age children

It’s all coordinated seamlessly by your Private Banker – who has the depth of expertise to structure custom solutions based on your personal goals. Let us help streamline your finances – wherever and whenever you need assistance.

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