Tom has been with Bankers’ Bank since 1996. Tom graduated from the University of Wisconsin-Madison (MBA/BBA) and the Graduate School of Banking. He also holds his FINRA series 7 and 52 licenses. Tom is a member of the CFA Society of Madison. Tom believes working for our customers is the best part of being in the Bankers’ Bank team. We get to see the meaningful impact bankers make to their customers and communities.
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Senior Vice President
608-829-5752
800-246-9155

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Assistant Vice President
608-829-5525
800-316-8565

Jeff is an experienced financial services executive with over 16 years in the industry. His experience includes wealth advisor, program manager, regional/national sales manager, and regional field compliance supervisor OSJ positions. His tenure has included business development and planning with a large community banking organization and a financial institution broker dealer. Finally, Jeff has held financial advisor positions with national wire-house brokerages and was Regional Field Compliance Supervisor overseeing 200 advisors and 4 OSJ delegates.  He has securities registrations 7,24,31,53, and 66 held through LPL Financial, as well as state life and health insurance licensing.
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First Vice President - Registered Principal
608-829-5529
800-316-8565
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Compliance Manager
608-829-5529
800-316-8565
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BFSN Operations Specialist
608-829-5787
800-316-8565
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Client Services Associate
608-826-6527
800-316-8565