WBA Trust Banking Section

The WBA Trust Banking Section monitors legislative issues and provides educational programs for trust professionals. Section members receive a quarterly newsletter, a membership directory and educational discounts. Membership in the Trust Section is based on institution size and includes 17 member institutions. For more information, contact WBA's Marie Anderson at 608/441-1209.

Receive WBA Discounts on Cannon Schools, Programs

Cannon Financial Institute has become a WBA endorsed vendor, which means that WBA members can receive significant savings. Specific discounts include:

Up to $200 off the registration fee, per student, for Cannon Financial schools;
$150 off the Wealth Management Advisor Audio Series;
$75 off 21st Century Estate Planning by Roy Adams;
$40 off per site on Cannon estate planning teleconferences; and
$10 off on Cannon’s Concepts for Financial Professionals.

For more information on Cannon products and schools, including the 2006 school schedule, go to www.cannonfinancial.com. To receive the WBA member discount, call 706/353-3346 and provide the WBA discount code WIGSB0405.

WBA Trust Section Board of Directors 2007-2008

Kathryn L. Norton, J.D., Chair
Thompson Trust Company, Madison
608/824-8600

Mark Benskin, Vice Chair
Ozaukee Bank Wealth Management, Cedarburg
262/375-5215

J. Bernard Fiedler (Bernie), Past Chair
Waukesha State Bank, Waukesha
262/522-7400

Douglas E. Barnes
First National Bank of Platteville, Platteville
608/348-7777

Linda Bender
WoodTrust Asset Management Company, Wisconsin Rapids
715/422-0210

Mark Chamberlain
North Central Trust Company, La Crosse
608/782-1148

Susan Collins
Marshall & Ilsley Trust Company, N.A., Madison
608/232-2071

R. Christian (Chris) Davis
US Bank, Madison
608/252-4165

John Duffy
Associated Wealth Management, Madison
608/259-2054

Rod Ellenbecker
Amcore Wealth Management, Madison
608/821-1932

Douglas Green
Associated Trust Company, N.A., Green Bay
920/433-3100

James Haberstroh
US Bank, Milwaukee
414/765-5125

John Hell
First Banking Center, Burlington
262/767-3235

Tony R. Johnson
National Exchange Bank & Trust, Fond du Lac
920/923-7000

Peter Larson
Wealth Management, Milwaukee
414/224/7157

Brian L. Lucareli, JD
Johnson Bank, Racine
262/619-2912

John M. Phillips
JPMorgan Private Client Services, Milwaukee
414/977-2024

Daniel K. Reynolds
Nicolet National Bank, Green Bay
920-617-5361

Greg Salmen
The Stephenson National Bank and Trust, Marinette
715/732-2717

Victor Schultz
Marshall & Ilsley Trust Company, N.A., Milwaukee
414/287-7019

Robert Swank
Baylake Bank, Sturgeon Bay
920/743-5551

WBA Staff Liaison:

Marie Anderson
Director – Training
Wisconsin Bankers Association
608/441-1209