Inspired by the entrepreneurial philosophy that is the heart of Settlers bank, Anne Fink and Ken Pesik left an established bank to join Sb, and build something better for their clients. They created Private Banking services around a comprehensive approach that engages the client and their financial partners. Whether these partners are CPAs, Investment Advisors, Estate Planners or Risk Managers Anne and Ken, as two of the market’s longest-serving Private Bankers, have the expertise and credibility to develop immediate trust-based rapport. This collaboration ensures that our Private Bankers craft a loan structure that aligns perfectly with one’s overall financial planning strategy.
Anne Fink leads our Private Banking team and is so committed to this holistic approach that she has achieved Certified Financial Planner® designation. As a CFP® Anne adheres to the highest fiduciary standard and continuously expands her financial knowledge. Anne, and the entire Private Banking team, are dedicated to provide these unparalleled consultative services without ever collecting a fee from anyone – client or referral source.
Our highly experienced Private Banking team focuses on the credit needs of professional clients. Each Private Banker has decades of experience and is uniquely qualified to handle more complex and sophisticated lending structures. We’re committed to a holistic approach and employ a financial planning model to ensure that we’ve evaluated your complete financial picture before providing you with the custom-crafted solutions that best meet your needs.
4321 W College Avenue
Appleton, WI 54914-3901
Phone: | 920.939.6700 |
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Fax: | 920.939.6701 |
Hours: | Monday-Friday 9 a.m. to 5 p.m. |
8010 Excelsior Drive
Madison, WI 53717-1951
Phone: | 608.842.5050 |
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Fax: | 608.842.5051 |
Hours: | Monday–Friday 9 a.m. to 5 p.m. |
4021 Meridian Drive
Windsor, WI 53598-9698
Phone: | 608.842.5000 |
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Fax: | 608.842.5001 |
Hours: | Monday–Friday 9 a.m. to 5 p.m. |