Our Wealth Management Team

Our Wealth Management Team

DAN SAVAGE

DAN SAVAGE 
Senior Trust Officer & 
Senior Vice President

Madison Office
455 S. Junction Road Ste 100
Madison, WI 53719

608-826-3568

Email

Dan joined the State Bank of Cross Plains in 1999 and is responsible for its Wealth Management and Financial Advisory Divisions. With twenty-four years of Wealth Management experience, 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.

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 KATHY ESSER

KATHY ESSER
Vice President & Trust Officer

Cross Plains  & Madison Offices
 

455 S. Junction Road Ste 100
Madison, WI 53719

608-826-3575

Email

Kathy brings over 30 years of trust and asset management experience to the State Bank of Cross Plains. She is a long time resident of the Greater Madison Area. She's actively involved in many community organizations including Cross Plains Chamber of Commerce, Cross Plains Optimist Club and Cross Plains World's Fair.

As a Certified Trust and Financial Advisor (CTFA), Kathy has the expertise to service her clients on multiple fronts with an emphasis on trust account administration, estate/probate administration and tax planning. 

She oversees the operations/administrative functions of the department.  Along with obtaining her CTFA, she is a member of the Bank's Trust & Investment Committee, is a Cannon Trust School graduate, Bankers' Systems Qualified Retirement Planning graduate and a Registered Para Planner.

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MARK DRACHENBERG 
Vice President & Senior Portfolio Manager

Madison Office
455 S. Junction Road Ste 100
Madison, WI 53719

608-826-3508

Email

Mark leverages his analytical background to offer a comprehensive view of his clients' financial pictures. He has been with the State Bank of Cross Plains since 2004, where he leads the departments investment function. He also plays a key role on the Bank's Trust & Investment Committee. With over 23 years of Trust and Asset Management experience, Mark is a familiar face in the industry throughout the Greater Madison Area.

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 PLANNERô certification.

Mark is also on the Board of Directors for the Madison Area Independent Sports League. 

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Caitlin Bauch

CAITLIN BAUCH
Vice President & Trust Officer

Madison Office
455 S. Junction Rd., Ste 100
Madison, WI 53719

608-826-3503

Email

Caitlin Bauch joined the State Bank of Cross Plains in 2013. Prior to joining the Bank, Caitlin practiced law in a large firm in downtown Madison. Caitlin brings with her five years of legal experience working closely with individuals and families on a variety of complex estate planning, trust, and probate issues. She also has experience working with business owners to address their business continuation and succession planning needs.

Caitlin focuses her attention at the Bank on trust account administration, estate administration and tax planning. As an attorney herself, Caitlin has the ability and expertise to work with her clients and their attorneys to address each clientís individual needs and ensure that each clientís wishes are properly carried out.

After graduating from the College of St. Benedict in St. Joseph, Minnesota, Caitlin went on to earn her law degree from the University of Wisconsin Law School in 2009. She is a member of the State Bar of Wisconsin, the American Bar Association, the Dane County Bar Association and other legal organizations in and around Dane County.

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JEFF SUPPLE

JEFF SUPPLE
Trust Officer

Middleton & Waunakee Offices


610 W. Main Street
Waunakee, WI 53597

608-849-2706

Email

Jeff joined the State Bank of Cross Plains in 2001. He received a B.B.A. in Finance from the Henry B. Tippie College of Business at The University of Iowa. Along with obtaining his CERTIFIED FINANCIAL PLANNERô certification, he has over 18 years of experience in the financial industry.

Jeff's primary responsibility within the Wealth Management Division is business development with an emphasis on financial/retirement income planning and small to mid-sized business retirement plans.

Jeff is an active board member with the Alzheimer's & Dementia Alliance of Wisconsin.

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JAYNE DEUTMEYER

JAYNE DEUTMEYER
Trust Officer

Black Earth, Cross Plains, Mount Horeb and Verona Offices


1205 Main Street
Cross Plains, WI 53528

608-798-5233

Email

Jayne started her career with the State Bank of Cross Plains in December, 2000. She has over 17 years of experience in the investment/financial services industry with a specialization in tax-smart investing, college planning, retirement planning, insurance and long-term care. Furthermore, she holds designations through the Institute of Business and Finance in Estate Planning, is a Certified Tax Specialist and a Certified Fund Specialist. 

Jayne is currently working towards her Certified Trust and Financial Advisor (CTFA) designation. Her primary responsibility within the Wealth Management Division is business development with an emphasis on retirement income planning for individuals. 

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ADAM MARSHALL

ADAM MARSHALL
Trust Officer & 
Portfolio Manager

Madison Office
455 S. Junction Road Ste 100
Madison, WI 53719

608-826-3507

Email

Adam joined the State Bank of Cross Plains in 2007 and has nearly ten years of experience in financial services. Through the ongoing review 
and management of client portfolios and financial planning services, Adam plays a key role in the investment function of the Wealth Management Division. He is responsible for monitoring and analyzing  the various investment options available to the Wealth Management Division, and he is an active participant in the Bank's Trust & Investment Committee meetings. 

After graduating from the University of Wisconsin-Madison, Adam 
completed his Masterís Degree in Personal Financial Planning from the College for Financial Planning. He has also obtained his CERTIFIED FINANCIAL PLANNERô certification.

 

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PATTI HAAS

PATTI HAAS
Trust Operations Specialist

Madison Office
455 S. Junction Road Ste 100
Madison, WI 53719

608-826-3577

Email

Patti specializes in Trust Operations. She is responsible for database management associated with daily trust operations as well as communications with key administrative service providers. She also handles compliance and other investment operations issues that go on behind-the-scenes. Patti provides administrative support to the Wealth Management staff and assists clients with their service needs.

As a registered Financial Para Planner and a Certified Securities Operations Professional, Patti has the essential knowledge that encompasses investment planning and back office operations. She has a long tenure in both the accounting arena and banking. She has been with the State Bank of Cross Plains since 2000.

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BRENDA PULVERMACHER

BRENDA PULVERMACHER
Trust Operations Specialist

Madison Office
455 S. Junction Road Ste 100
Madison, WI 53719

608-826-3576

Email

Brenda started at the State Bank of Cross Plains in October of 2000. She contributes to the smooth operation of the department in a number of behind-the-scenes capacities. To name a few, she manages the flow of funds through contributions and distributions to and from accounts. She manages the department's record retention processing and administration. She also researches securities and compiles spreadsheets of rates in order to provide our clients with superior yields.

As a graduate of Madison Area Technical College (MATC) and a registered Financial Para Planner and Certified Securities Operations Professional, Brenda provides support in the client services and operations areas. Her background also consists of retirement account services through American Bankers Association, 2 semesters of Accounting at MATC and three years of Cannon Securities Operations School at Notre Dame.

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Dawn Mullarney
Trust Administrator and
Marketing Specialist

Madison Office
455 S. Junction Road Ste 100
Madison, WI 53719

608-826-3574

Email

Dawn began her career with the State Bank of Cross Plains in 2011 and 
in 2013 joined our Wealth Management Team as Trust Administrator and Marketing Specialist.  Dawnís primary duties include, but are not limited to, ensuring delivery of exceptional customer service to our valued clients, supporting the efforts of our Portfolio Management team, and coordinating our business development and Wealth Management marketing efforts.

Dawn earned a Bachelor of Business Administration degree from the University of Wisconsin-Whitewater.  Her education, combined with considerable administrative and office management experience, are a perfect fit for our rapidly growing Wealth Management Division.

 

 

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Katelyn Reuter
Trust Administrator

Madison Office
455 S. Junction Road Ste 100
Madison, WI 53719

608-826-3573

Email

Katelyn began her career with the State Bank in 2013, and in 2014 she joined our Wealth Management Division as Trust Administrator.  Her many years of experience working in customer service will be valuable to our clients.  Katelyn will also be assisting other team members, helping to ensure a smooth operation. 

Katelyn earned a degree from Madison Area Technical College in 2007 specializing in Fashion & Marketing and later earned a Bachelor of Business Administration degree from Globe University.  Katelynís educational experience and drive to learn is a great asset to our growing Wealth Management Division. 

 

 

 

 

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