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Our Mission

Our mission is to provide a broad array of sound and proven financial management tools and services to our customers to enable them to achieve their financial goals and enjoy life to the fullest. We will provide these services in friendly, convenient settings utilizing modern technology, yet relying on the truly personalized service that has been the hallmark of our five generation business for over 110 years.

I would like to extend a warm welcome and thank you for visiting our website or as we like to think of it, our eighth branch.

As a fifth-generation, family owned business, our mission is to help you achieve your financial goals with our broad array of sound, proven financial management tools and personalized, friendly service.

If you’re a current customer, we value your patronage and truly consider you a friend. If you’re not, we would appreciate the opportunity to earn your business and friendship.

Feel free to contact me at 262.284.4416 or email I look forward to helping you with your financial needs.


Steven R. Schowalter
President / CEO