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Meet Our Team

Bankers' Wealth Management is supported by a team of dedicated professionals that are focused on building platforms that banks will utilize to strengthen and grow customer relationships.  Our goal is to provide with multiple options to serve your clients efficiently and effectively, while attracting new business.  Open and honest communication with our customers has been the cornerstone of the foundation for our success for over 30 years.

Jeff Zimmer

Jeff Zimmer

Senior Vice President | OSJ Manager

(608) 829-5529

(608) 829-5724

Joe Salomone

Joe Salomone

Vice President | Wealth Management

(608) 590-5815

(608) 829-5724

Claire  Walmer

Claire Walmer

Vice President | Wealth Planner

(608) 826-6538

(608) 829-5724

Jackie  Keith

Jackie Keith

Assistant Vice President

(608) 829-5525

(608) 829-5724

Lisa  Lasecki

Lisa Lasecki

Compliance Manager

(608) 829-5527

(608) 829-5724

Adam  Pfotenhauer

Adam Pfotenhauer

Program Transitions Manager | Project Manager

(608) 829-5787

(608) 829-5724

Hailey McIntyre

Hailey McIntyre

Insurance & Operations Specialist

(608) 826-6527

(608) 829-5724

Brooke Palmer

Brooke Palmer

Financial Advisor

(608) 381-9582

(608) 829-5724

Mark Gohlke

Mark Gohlke

Vice President | Wealth Management

(608) 640-6704

(608) 829-5724

Have a question?  We're ready to help.

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