Physician Banking PrivilegesTM

Tailored to you, your family and your career.

Physician Mortgages*

When you’re ready to buy a home, look to one source that knows the needs and expectations of healthcare professionals like you. We can create a customized loan package that considers your complete financial picture. Need a real estate agent who knows the neighborhood and your price bracket? We can easily connect you to save you time and effort

  • Up to 100% financing
  • Convenient online application and e-sign disclosure
  • No mortgage insurance
  • $1 million maximum loan for licensed medical physicians & doctors of osteopathy
  • Higher debt ratios allowed
  • $450,000 maximum loan for residents, interns, fellows contracted with hospital or group
  • Local underwriting and servicing

Concierge Banking*

Like many doctors, you have complex finances. That’s why you need people who understand your situation and can help you manage it. Your team is ready. We offer expert advice based on years of experience working one-on-one with healthcare professionals. Count on us to be confidential and exceptionally competent every step of the way.

  • Full menu of lending & depository services
  • Trust & estate planning expertise
  • Credit-structuring expertise
  • ATM surcharge refunds on Settlers bank deposit accounts
  • Financing for second homes, partnership buy-ins, personal debit consolidation & more

Personal Loan Review*

You have lots of demand on your time and attention. Let us help ease the pressure by offering expert advice, favorable terms, and financial programs customized exclusively for you.

  • Loans restructured & tailored to your individual situation
  • Help in striking balance between meeting financial obligations & cash flow needs

Financial Planning

What are your financial priorities an goals? What challenges and opportunities do you see ahead? These are just some of the many questions we ask to aid you in planning your future. The answers help us match you with a trusted, independent financial advisor. We receive no fee from either you or the advisor for this referral. It’s just part of our exclusive service.

  • Rigorously vet advisor
  • Recommend financial planners, CPAs, investment managers, insurance experts, estate planning attorneys
  • Offer unbiased recommendations

*Subject to credit approval.

Anne Fink, CFP®

SVP, Private Banking, CFP®

608.842.5025

608.381.1138

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NMLS #684325

About Anne

Celebrating 10 years of making banking easy

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Appleton, WI

4321 W College Avenue
Appleton, WI 54914

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Phone: 920.939.6700
Fax: 920.939.6701
Hours: Monday-Friday
9 a.m. to 5 p.m.
Madison, WI

8010 Excelsior Drive
Madison, WI 53717

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Phone: 608.842.5050
Fax: 608.842.5051
Hours: Monday–Friday
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Windsor, WI

4021 Meridian Drive
Windsor, WI 53598

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Phone: 608.842.5000
Fax: 608.842.5001
Hours: Monday–Friday
9 a.m. to 5 p.m.