Meet Our Teams

Senior Vice President - Chief Lending Officer
Waunakee Office | (608) 849-2726 | Email | LinkedIn

Senior Vice President - Business Relationship Manager

Middleton Office | (608) 828-2287 | Email | LinkedIn

Senior Vice President - Business Relationship Manager

Mt. Horeb Office | (608) 416-4827 | Email | LinkedIn

Senior Vice President - Business Relationship ManagerMadison Office| (608) 826-3519 | Email LinkedIn

Vice President - Business Relationship Manager Madison Office| (608) 826-3502 |  Email | LinkedIn

Vice President - Business Relationship Manager Cross Plains Office| (608) 798-5211 |Email | LinkedIn

Vice President - Business Relationship Manager Waunakee Office| (608) 849-2707 |Email | LinkedIn

Vice President - Business Relationship Manager Verona Office| (608) 497-4604 | Email | LinkedIn

Assistant Vice President - Business Relationship Manager Mt. Horeb Office| (608) 416-4834 | Email | LinkedIn

Vice President - Treasury ManagementMadison Office| (608) 826-3527 |Email | LinkedIn

Business Banker 
NMLS #608947   
Oregon and Verona Offices| (608) 835-1244 | Email LinkedIn

Business Banker Madison and Black Earth Offices| (608) 826-3524 | Email | LinkedIn

Business Banker Madison and Waunakee Offices | (608) 826-3520 | Email | LinkedIn

Business Banker Mt. Horeb and Madison Offices | (608) 416-4840 | Email | LinkedIn

Senior Vice President and Senior Trust Officer Madison Office| (608) 826-3568 | Email | vCard | LinkedIn

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.

Vice President and Trust Officer 
Madison Office | (608) 826-3575 | Email | vCard

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.

Vice President and Senior Portfolio Manager
Madison Office | (608) 826-3508 |Email | vCard | LinkedIn

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.

Vice President - Trust Officer and Portfolio Manager
Madison Office  | (608) 826-3507 | Email  |  vCard  |  LinkedIn

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 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.

Vice President and Personal Trust Officer
Madison Office  | (608) 826-3503 | Email  |  vCard  |  LinkedIn

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.

Vice President and Trust Officer
Madison and Waunakee Offices  | (608) 849-2706 |  Email  |  vCard  |  LinkedIn

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 closing 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®).

Assistant Vice President - Mortgage Loan Officer 
NMLS #291210

Located in Madison and serving Dane County and beyond | (608) 826-3505 | Email | LinkedIn

Assistant Vice President - Mortgage Loan Officer
NMLS #500032

Located in Waunakee and serving Dane County and beyond | (608) 849-2712 |  Email  LinkedIn

Assistant Vice President - Mortgage Loan Officer 
NMLS #288891 

Located in Middleton and serving Dane County and beyond  | (608) 828-2286 | Email  | LinkedIn

Assistant Vice President - Mortgage Loan Officer
NMLS #1039108

Located in Verona and serving Dane County and beyond | (608) 497-4609 | Email  | LinkedIn


Assistant Vice President - Mortgage Loan Officer
NMLS #500031
Located in Madison and serving Dane County and beyond | (608) 826-3513 | Email 

Assistant Vice President - Retail Services Manager  

Cross Plains Main and Motor Offices | (608) 798-5859 | Email

Assistant Vice President - Retail Services Manager  

NMLS #608964

Waunakee Office | (608) 849-2738 | Email

Retail Services Manager  

NMLS #842564

Madison Office | (608) 826-3506 | Email

Retail Services Manager  

NMLS #658198

Verona Office | (608) 497-4605 | Email

Retail Services Manager  

NMLS #608942

Middleton Office | (608) 828-2280 | Email

Retail Services Manager  

NMLS #1124785

Mt. Horeb Office | (608) 416-4836 | Email

Retail Services Manager  

NMLS #608957

Black Earth Office | (608) 767-4751 | Email

Retail Services Manager  

NMLS #1179807

Oregon Office | (608) 835-1243 | Email