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Welcome to Prairie Trust’s quarterly newsletter, Prairie Perspective. Our goal is to keep you updated on our latest happenings and provide you with financial tips and resources.
Enjoy!
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A Message from the President:
We are excited to share that our new Madison office is now officially open! We look forward to hosting meetings and showing you our new space.
Prairie Trust
4600 American Parkway Suite 204
Madison, WI 53718
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Our Madison office is led by Jasper Vaccaro. Jasper was a long-time employee at M&I (now BMO) in Janesville and Madison. In 2015, he left BMO to join Heartland Financial, where he was wealth management director for the region covering Wisconsin Bank & Trust, Illinois Bank & Trust, Minnesota Bank & Trust and Bank of Blue Valley in Kansas City. Jasper has experience in servicing Ultra High Net Worth families and Family Offices. This expansion is a natural next step in our vision to provide exceptional open architecture trust services throughout the state of Wisconsin. If you would like to speak with Jasper, please contact him at (608) 535-3040 or jvaccaro@prairietrust.com.
Thank you for your trust and confidence in recommending our services and helping us to grow. If you know of someone who would like to learn more about our services, please contact our Director of Fiduciary Sales, Terry Doyle, at (262) 953-2435 or tdoyle@prairietrust.com.
Very truly yours,
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If you have a trust opportunity you’d like to discuss with us, please email Terry Doyle or call (262) 953-2435.
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If you have a Private Banking opportunity you’d like to discuss with us, please email Ron Jahnke or call (262) 522-7405. |
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If you would like us to present to your group on a wealth management topic,
please email Lisa Persohn. |
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Please mark your calendars. We are hosting these webinars at both our Waukesha and Madison locations. Invitations will follow closer to the event dates. Some invites are getting trapped in email filters. If this is happening to you, please click here to register for events:
August 23, 2022 – Compounding Complications in Charitable Giving
September 20, 2022 – Mechanics and Strategies for Resolving Trust Disputes
October 25, 2022 – Legitimate and Effective Asset Protection Planning
November 15, 2022 – Qualified Retirement Plan and IRAs – What You Can and Can’t Do
December 13, 2022 – Assorted Ethics-Based and Related Legal Conundrums for Estate Professionals
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