Meet Our Teams
Dan joined the State Bank of Cross Plains in 1999 and is responsible for its Wealth Management and Financial Advisory Divisions. With extensive Wealth Management experience dating back to 1989, Dan is intimately involved with all facets of our business including, but not limited to, investment management, financial planning, business development, trust administration, and working closely with a broad cross section of our valued clients.
After graduating from Marquette University, Dan went on to receive his Master of Business Administration from the University of Wisconsin-Whitewater. To further his education, Dan graduated from the American Bankers Association National Trust School and National Graduate Trust School. He has also participated in a variety of additional advanced educational programs and continues to do so today.
Kathy joined the bank in 1986 in the Wealth Management Division of the State Bank of Cross Plains. As a Certified Trust and Financial Advisor (CTFA), Kathy has the ability and expertise to work with her clients on multiple fronts with an emphasis on trust account administration, estate/probate administration, IRA and investment administration and tax planning. She also oversees the operations/administrative functions of the department.
Prior to working at State Bank, Kathy worked in a Trust Department of another bank in downtown Madison. Along with obtaining her CTFA, she is a Cannon Trust School graduate, Bankers’ Systems Qualified Retirement Planning graduate, a Registered Para Planner and is a member of the Bank’s Trust & Investment Committee.
Mark leverages his analytical background to offer a comprehensive view of his clients’ financial pictures. A familiar face in the industry throughout the Greater Madison Area, he has been with the State Bank of Cross Plains since 2004, where he leads the department’s investment function. He also plays a key role on the Bank’s Trust & Investment Committee.
A Madison native, Mark completed his undergraduate work in business administration at the University of Wisconsin- Whitewater, and earned a Masters of Business Administration degree with a finance focus from the University of Wisconsin- Madison. He has successfully completed a variety of Cannon Financial Estate Planning classes and has obtained his CERTIFIED FINANCIAL PLANNER™ certification. Mark is also on the Board of Directors for the Madison Area Independent Sports League.
Adam joined the State Bank of Cross Plains in 2007, and serves as one of the bank's portfolio managers. Prior to joining State Bank, he worked at a financial services firm in Madison. Adam is responsible for much of the ongoing management of customer portfolios, and his areas of expertise are investment management and financial planning.
After graduating from the University of Wisconsin–Madison, Adam completed his Master’s Degree in Personal Financial Planning from the College for Financial Planning. He has also obtained his CERTIFIED FINANCIAL PLANNER™ certification. Adam is a member of Madison Estate Council, and enjoys volunteering for Badger Honor Flight.
Alyssa joined the State Bank of Cross Plains in 2016. Prior to joining the Wealth Management Team, Alyssa operated a private law practice in northern Wisconsin where she specialized in Family Law and Estate Planning. Alyssa brings her experience working closely with individuals and families on a variety of complex legal issues and focuses her efforts at the Bank on trust account administration and estate administration.
Alyssa earned both her undergraduate degree and her law degree from the University of Wisconsin – Madison. She is a member of the State Bar of Wisconsin, the Dane County Bar Association, Madison Estate Council and WealthCounsel®. In addition, Alyssa serves on the Board of Directors for the Wisconsin Future Business Leaders of America – Phi Beta Lambda (FBLA-PBL) Foundation.
Jordon delivers over 14 years’ experience in investment advising and planning for business owners, foundations and endowments, and employee groups. He has also worked extensively with individuals and families while structuring their assets to move on efficiently to the next generation. His experience includes teaming with internal and external advisors, making investment recommendations and executing strategies to meet his clients’ goals. He has developed a niche in alternative asset evaluation through his work for a syndicated investment firm.
Jordon completed his undergraduate work in finance and real estate at Colorado State University before going on to earn his MBA at Edgewood College. Jordon is also on the Board of Directors for GiGi’s Playhouse in Madison. In his free time, Jordon enjoys volunteering time at American Family Children’s Hospital and Madison Children’s Museum.
Jeff joined the State Bank of Cross Plains in 2001. Jeff’s primary responsibility within the Wealth Management Division is business development with an emphasis on financial planning, retirement income management and small to mid-sized business retirement plans. Prior to joining the bank, he was a Retirement Plan Specialist with a mutual fund company in Chicago.
Jeff received a B.B.A. in Finance from the Henry B. Tippie College of Business at The University of Iowa. In addition to his obtainment of the CERTIFIED FINANCIAL PLANNER™ certification, he has completed coursework through Cannon Financial Institute. Professional memberships include: Madison Estate Council, Financial Planning Association, and the Dane County Dementia Friendly Financial Network. Jeff is a former board member of the Alzheimer’s & Dementia Alliance of Wisconsin and currently chairs its Legal & Financial Planning Committee.
Vice President and Trust Officer
Black Earth, Cross Plains, Mount Horeb and Verona Offices | (608) 798-5233 | Email | vCard | LinkedIn
Jayne started her career with the State Bank of Cross Plains in December, 2000. She has been in the financial services industry since 1996, which has given her experience and knowledge that small businesses, individuals and families can benefit from. Her emphasis within the Wealth Management Division is working closely with clients while guiding them with their needs for retirement income planning, beneficiary elections, tax-smart investing, wealth transfer strategies, Life and Long Term Care Insurance.
Jayne obtained her Certified Trust and Financial Advisor (CTFA™) designation through Cannon Financial Institute. Furthermore, she holds designations through the Institute of Business and Finance in Estate Planning, is a Certified Tax Specialist (CTS™) and a Certified Fund Specialist (CFS®).