HORICON BANK - Key Persons
Job Titles:
- Chief Commercial Credit Officer, Executive Vice President Beaver Dam 920 - 885 - 8112
Al is responsible for the leadership and overall management of Horicon Bank's credit administration to ensure lending procedures and practices are sound. He leads the bank's Business Banking Team in the growth and development of local banking markets. Al enjoys getting to know his customers and learning about their business. "Business owners are passionate about what they make and who they serve," says Al. "It all plays a role in many other aspects of the business community, and it's fun to see how we can partner with our products and services to make them successful."
Experience Al has more than 40 years of experience in the banking industry. He has been with Horicon Bank since 1997.
Job Titles:
- Founder and CEO, Storage Master LLC
Over the past 20 years, Alex Simic has grown Storage Master, LLC from a concept into the largest privately owned self-storage operator in Wisconsin with 1.2 million square feet of space. His well-located portfolio of properties have been developed to be "best in class", and his company's culture seeks to continually set the bar for customer experiences and engagement. Alex has also founded Self Storage on Wheels, LLC (portable storage) and MKE Movers, LLC. He joined Horicon Bank's Board of Directors in 2021. Close
Job Titles:
- Business Banker, Vice President
Alex enjoys working with business owners to provide solutions for their specific financing needs. Whether she is helping a business that is just starting out or a business that is making plans to expand, Alex hopes to be a trusted partner in helping local business succeed in her community. Alex earned her Undergraduate degree in Economics from Harvard University and her Master's degree in International Relations/Finance from Johns Hopkins University. She is a Chartered Financial Analyst (CFA®) charterholder.
Experience Alex has more than 3 years of experience in the banking industry. She has been with Horicon Bank since 2021.
Job Titles:
- Banker
- Treasurer for Waupun Fine Arts, Inc
Amy has more than 23 years of banking experience and has been at Horicon Bank since 2019
Amy serves as treasurer for Waupun Fine Arts, Inc. and enjoys camping, hiking at state parks, along with visiting wineries. She loves spending time with family, including her two dogs, Koda and Rahsko.
Experience Amy has more than 19 years of experience in the banking industry and has been with Horicon Bank since 2009. Expertise Customer Service | Team Player | Excellent Decision-Making Skills Extracurriculars Amy is on the Planning Committee for the West Bend Columns "Not Just A Walk In The Park 5K," a fundraiser for local scholarships. In Amy's free time, she enjoys riding her bike on many of the trails in Wisconsin and spending time with family and friends.
Job Titles:
- Branch Manager
- Branch Manager Neosho
Experience Ashley has more than 4 years of experience in the banking industry and has been with Horicon Bank since 2017. Expertise Educating customers on different accounts | Finding the best products and services | Truly looking out for customers' best interests Extracurriculars Ashley takes pride in being involved in the community. She enjoys working together with her team to support different organizations through donations or gathering food for the local food pantry. When Ashley is not at work, she is spending time with her husband and two young children, who are full of spunk and sass! They are her pride and joy. She also grew up showing cattle at the Dodge County Fair and still carries on the love of the fair by going to the state and county fairs to see all the animals and fair projects.
Experience Ashley has more than 5 years of experience in banking and has been with Horicon Bank since 2019. Expertise Customer Service | Opening Accounts | Personal Accounts Extracurriculars Ashley enjoys volunteering at Meadow View Primary School in Waupun as a member of the Parent Teacher Organization and helping at Waupun Festivals. She likes spending time with family, camping and taking walks whenever she has the chance!
Job Titles:
- Branch Manager, Personal Banking Officer West Bend
Brenda works hard to manage and grow the West Bend branch. She enjoys helping customers with their financial needs and making sure they are aware of all of the great products and services Horicon Bank offers. She also enjoys working together with her team to give the best customer service possible and helping her team succeed and grow. Brenda graduated from American Institute of Banking with several banking and manager diplomas. She has worked in the banking industry for more than 35 years, and her favorite part is getting to know her customers personally.
Experience Brenda has more than 35 years of banking experience and has been with Horicon Bank since 2018. Expertise Customer Service | Relationship Banking | Personal and Business Accounts Extracurriculars Brenda is very involved in the West Bend community. She is a Big Brothers Big Sisters Board Member, West Bend Area Chamber of Commerce Ambassador and member of the Columns 5K Run Walk Committee. Brenda loves to garden and spend time with family, especially her granddaughter.
Job Titles:
- Market Manager, Assistant Vice President Beaver Dam 920 - 885 - 8111
- Member of the Beaver Dam Noon Kiwanis Club
Cindy has been a member of the Beaver Dam Noon Kiwanis Club for 15 years, serving as president and treasurer and currently serving on their Board as the director. She previously served as treasurer for the Dodge County United Way. Cindy spent 26 years as a dairy farmer, where she learned to garden and preserve vegetables. She loves sharing good recipes, cooking from scratch, and hosting large family and friend gatherings. Ask her for her favorite recipe!
Job Titles:
- Business Banker, Vice President Waupun
Craig is passionate about helping businesses and their owners succeed, grow and thrive. He helps individuals achieve a more secure future by providing a wide range of products and services to address their needs and goals. Craig earned his finance degree at UW-Whitewater and has a unique background in the financial sector that allows him to relate to the concerns and needs while growing businesses.
Experience Craig has more than 10 years of experience in the banking industry. He has been with Horicon Bank since 2019.
Job Titles:
- Chief Information Officer
- Senior Vice President
Experience Doreen has more than 31 years of Human Resources experience. She has been with Horicon Bank since 1998.
Cyrene leads Horicon Bank's technology, data and project management initiatives. "I love so many aspects of my work, from developing strategy to leading high performing teams," said Cyrene. "In recent years, I've had the opportunity to focus on nurturing an innovative culture and optimizing technology to improve both the customer and employee experience." Cyrene is a graduate of the Graduate School of Banking's Digital Banking School and the Center for Exceptional Leadership at St. Norbert College.
Experience Cyrene has nearly three decades of progressive experience in the banking industry working in various roles including marketing, human resources, accounting, credit administration, operations & technology. She has been with Horicon Bank since 2021.
Job Titles:
- Mortgage and Consumer Credit Officer, Senior Vice President Fond Du Lac 920 - 921 - 3070
Dale manages the origination of retail loans at Horicon Bank. Dale is passionate about creating competitive products for customers, and he oversees the bank's mortgage and consumer lenders, all diligently working toward the same goal - a better customer experience. Dale enjoys his work because it is dynamic; there is never a dull moment in his day. In more than 30 years of retail lending, Dale says he has "seen it all," and he likes being able to help resolve the customers' individual situation. He appreciates the loan process at Horicon Bank, which allows him to provide solutions fit to the customer. Dale is a graduate of UW-Oshkosh, where he earned his business degree.
Experience Dale has more than 34 years of experience in the banking industry. He has been with Horicon Bank since 1998.
Job Titles:
- COO and Manager of Company Culture for Shea Electric and Communications, LLC
As a master electrician and business owner, Dan Shea has a passion for the ever-changing world of technology and takes pride in providing excellent customer service. A driven professional always seeking to provide solutions for his customers and the communities Shea Electric & Communications LLC has served since 2006 (and newly created, Enlighten Digital Technologies), Dan brings that same passion to his role on the Horicon Bank Board of Directors. His honed business and finance acumen as a result of his leadership in the electrical contracting world will greatly benefit Horicon Bank. Hailing from New Hampshire, Dan pursued a future in the electrical contracting industry starting the apprenticeship and journeyman process in 1986. He continues to attend classes for Project Management and has attained a certificate in Healthcare Construction. He is a member of TEC/Vistage, is Chairman of the Fox Valley Division of WI NECA, and serves on the Board of Directors for the WI National Electrical Contractors Association (NECA). His hobbies include spending quality time with his family, traveling, reading and continuing education in the electrical industry. Close
Job Titles:
- Business Banker, Senior Vice President Oshkosh
Dave enjoys building strong relationships with his customers. His goal is to become a trusted advisor in the business's growth to help solve business owner's problems on their road to success. Dave says he values the personalized touch, community support and local decision making the business banking team offers customers at Horicon Bank. Dave earned his bachelor's degree in business administration and accounting from UW-Stevens Point.
Experience Dave has more than 17 years of experience in the banking industry. He has been with Horicon Bank since 2016.
Job Titles:
- Treasury and Commercial Payment Solutions Sales Associate New Berlin 262 - 364 - 9175
- Vice President of the Financial Occupations Club for University Students
Devin collaborates with customers to learn more about their businesses. By building relationships with customers, Devin looks for opportunities to implement products and services that increase their bottom line. He enjoys analyzing business' banking pain points and providing solutions to help. Devin's goals are to help business owners save time and money, to make their banking more convenient, and to help prevent fraud. Devin earned his degree in Personal Finance from the University of Wisconsin-Madison with an emphasis in Financial Planning. He has his Wisconsin Life and Accident & Health Insurance licenses and passed the FINRA Securities Industry Essentials (SIE) Exam.
Devin has served as Vice President of the Financial Occupations Club for University Students (F.O.C.U.S.) at UW-Madison and is a member of the Personal Finance Alumni Network. Devin is passionate about bringing financial literacy opportunities into local communities, especially at the high school level. He has experience teaching financial literacy programs in partnership with Secure Futures and the NFL. Devin enjoys all forms of motorsports - cars, motorcycles, snowmobiles and more!
Experience Devin has over 4 years of experience in the banking industry. He started with Horicon Bank in 2018.
Job Titles:
- Human Resources, Senior Vice President
Doreen supports and mentors a team of Human Resources Professionals in the areas of Payroll, Benefits, Talent Acquisition, Onboarding and Career Development. Doreen enjoys being able to use her talents in a variety of tasks in her role including working closely with managers to provide guidance in personnel and employment matters to help them develop and grow in their careers. She also manages the Bank's compensation program and redesigned the performance evaluation process to promote greater opportunities for employee engagement, talent management and succession planning. Doreen says she values the way Horicon Bank as an organization truly cares about employees and their families. Doreen earned her Bachelor of Science degree in Human Resources and is a graduate of UW-Madison's Graduate School of Banking Human Resource Management School. She also participated in the Wisconsin Banker's Association's Education and Leadership Focus Group.
Experience Doreen has more than 31 years of Human Resources experience. She has been with Horicon Bank since 1998.
Job Titles:
- Clinical Professor of Medicine at the University of Wisconsin School of Medicine
Dr. Haase is a Clinical Professor of Medicine at the University of Wisconsin School of Medicine and Public Health. She has been teaching UW Senior Medical Students in her Comprehensive Internal Medicine Practice in Beaver Dam since 1988. A hospital leader, Dr. Haase chaired key clinical committees at Beaver Dam Community Hospital, including tenure as Chief of Staff. She continues to serve on key committees since the hospital change over to Marshfield Medical Center of Beaver Dam. She served for ten years on the hospital board, including its executive committee during the time when the new Beaver Dam Hospital was built. She continues to serve on the Beaver Dam Hospital Foundation Board as an officer on its Executive Committee. Dr. Haase has been a community volunteer and leader, including Past President of the Dodge County Medical Society and Tuesday Noon Kiwanis Club. She is the founder and leader of the E-CLuB for Kidz. Dr. Haase also has served many roles in numerous State and National Medical Professional Societies and was the first female in the State of Wisconsin elected as the Governor of the Wisconsin Chapter of The American College of Physicians, a role she served in for four years. In 2011, she received a citation by the State of Wisconsin Legislature for excellence in Medical Care and Education in the State of Wisconsin. In April 2015, the National ACP celebrated its 100th anniversary, during which time Dr. Sharon Haase was recognized and awarded Mastership in the College as the 22nd physician in Wisconsin history to achieve this status. Dr. Haase joined Horicon Bank's Board of Directors in 1995.
Experience Erin has more than 6 years of experience in banking and has been with Horicon Bank since 2018. Expertise Customer Service | Personal and Business Accounts | Relationship Banking Extracurriculars Erin enjoys reading to kids at Rosenow Elementary in Fond du Lac every year and being a dog mom to two boys, Mickey and Duke! Her favorite summer plans are camping and four-wheeling!
Job Titles:
- Chief Executive Officer
- Member of the Board
- President
In 1982, Fred F. Schwertfeger became the Chief Executive Officer of Horicon Bank and Sword Financial Corporation, the holding company of the bank which was started by Mr. Frederick R. Schwertfeger in 1977. Fred graduated from the University of Wisconsin-Madison with an Economics major. He received a Master of Business Administration degree with a Finance major from Northwestern University in 1967. Fred served as a Lieutenant in the US Army Security Agency from 1968-1970 and joined Horicon Bank's Board of Directors in 1978.
Fred F. Schwertfeger received WBA Leaders in Banking Excellence Award
Job Titles:
- CEO, Design 2 Construct Development Corporation
- Owner of Design 2 Construct Development Corporation
Jim Blise is the owner of Design 2 Construct Development Corporation, a design and construction company, headquartered in Jackson, Wisconsin which has been in operation since 1991. Jim is a graduate of UW-Milwaukee Bachelors of Science Architectural Studies and also attended UW-Milwaukee Grad School for Architectural Studies. He is a Professional Registered Architect. Jim joined Horicon Bank's Board of Directors in 2008.
Job Titles:
- Treasury and Commercial Payment Solutions Officer, Vice President New Berlin 888 - 343 - 3040
Jason enjoys being resource and advisor for his business customers and the community. "I enjoy meeting with businesses and helping them navigate through the different tools and resources related to cash flow and automation," says Jason. "I love when customers call me and say, ‘I just want to bounce this idea off you and get your feedback.' That's what I'm here for." After earning his degree at UW-Whitewater, Jason gained experience in a variety of financial role including personal banking, Treasury Management for commercial customers, and a Treasury Consultant for local businesses in Southeastern Wisconsin.
Experience Jason has more than 20 years of experience in the banking industry. He has been with Horicon Bank since 2021.
Job Titles:
- Business Banking, Senior Vice President Ripon
Jeff is passionate about to the growth and success of local businesses and individuals. By putting together all the tools necessary, Jeff supports business owners by financing ideas, networking and connecting customers to experience within the area to help them succeed. Jeff earned his business degree from UW-Eau Claire.
Experience Jeff has more than 36 years of experience in the banking industry. He has been with Horicon Bank since 2001.
Experience Jennifer has more than 13 years of banking experience. She has been at Horicon Bank since 2018. Expertise Deposit Accounts and Services | Customer Service Extracurriculars Jennifer enjoys being involved in church events, fundraising and volunteering in the Fond du Lac community. In her spare time, she loves gardening, paper crafting of all sorts, bird watching, barnwood painting, cross stitch and reading a good book!
Job Titles:
- Business Banker, Senior Vice President New Berlin
John develops relationships with business owners to learn and understand their business goals. His favorite part of his job is meeting in person with business owners and making recommendations on how to reach their objectives and improve efficiencies. He then provides solutions that will help them learn and manage their business successfully. John graduated from UW-Parkside after earning his Business degree and attended the College of Credit.
Experience John has more than 27 years of banking experience and has been at Horicon Bank since 2022.
Job Titles:
- Business Banker, Senior Vice President Beaver Dam
As a commercial and agricultural lender, John has experience in developing, managing, and expanding a loan portfolio of credit and related services. He has a passion for providing customer loyalty and works with small and intermediate-size family businesses to large family companies. John says he enjoys helping business owners' dreams come to life. "Every day I am amazed by the ingenuity of individuals - the taking of an idea and turning it into reality. Sometimes those ideas will require financial capital to get it off the ground or help propel it to the next level. If I can help an individual or company meet their financial needs through the use of financial products and services, then I have accomplished my goal." John earned an AAS in animal science from Alfred State College and a Bachelor of Science in animal science and agricultural economics from the University of Wisconsin-Madison. He has completed one year of Graduate School of Banking.
Experience John has more than 33 years of experience in the banking industry. He has been with Horicon Bank since 2012.
Job Titles:
- Business Banker, Senior Vice President Markesan
Experience Jon has more than 19 years of experience in the banking industry. He has been with Horicon Bank since 2019.
Job Titles:
- Personal Banker Beaver Dam
Kailey bridges the gap between the front line and the back office. Her role as a Universal Banker Trainer in the branch means she is an active Personal Banker for customers, but she gets to offer expertise and training to her coworkers. Kailey enjoys being a problem solver, coach and teacher - helping both customers and other employees understand more complex accounts and processes. Kailey says her favorite group of customers to work with are high school and college students opening up their first accounts. She enjoys the opportunity to educate customers on banking and budgeting - things they may not get the opportunity to learn in school. Although Kailey grew up with a banker in the family, she never thought that her part-time high school job would become the career she loved. From working in the drive through lane as a 16-year-old to now teaching 16-year-olds about their finances, Kailey is a Horicon Banker through and through. Kailey earned her Business Administration degree from Marian University. She is a graduate of the Wisconsin Banker's Association's Personal Banking School and has experience as a teller trainer, InStore Branch Manager and Personal Banker.
Job Titles:
- Market Manager, Assistant Vice President Appleton 920 - 931 - 3715
Expertise Customer Service | Personal and Business Deposit Accounts | HSAs | IRAs Extracurriculars Maria enjoys volunteering at the Heckrodt Prairie Hootenanny in Menasha every year. In her spare time, she loves spending time in the kitchen, cooking and baking with her kids, reading and all things chocolate!
Job Titles:
- Chief Information and Operations Officer, Executive Vice President
Mark coordinates Horicon Bank's operational and digital banking systems. He oversees all processing, servicing, operations, Information Systems and eBanking teams to make sure Horicon Bank systems are working effectively to best serve customers. Mark says he enjoys the fast-paced, always changing nature of his role and the opportunities technology presents to offer new solutions to financial pains. He enjoys working in a family-oriented and friendly environment to makes the lives of customers better. Mark earned his Computer Science Degree from UW-LaCrosse and is a graduate of the UW-Madison's Graduate School of Banking program. He also earned his Certificate of Executive Leadership from the Wisconsin School of Business.
Experience Mark has more than 15 years of experience in the banking industry. He has been with Horicon Bank since 2007.
Job Titles:
- Business Banking Officer Beaver Dam 920 - 885 - 8110
In his role as a Business Banker, Matt assists clients with a variety of services and products to achieve their goals and make their lives more secure. He takes pride in caring for the needs of his customers and says "there is nothing better than helping individuals, businesses and your community grow and succeed." Matt earned his Finance degree at the University of Wisconsin - LaCrosse and previously worked in commercial underwriting.
Experience Matt has 2 years of experience in the banking industry. He started with Horicon Bank in 2019.
Al is responsible for the leadership and overall management of Horicon Bank's credit administration to ensure lending procedures and practices are sound. He leads the bank's Business Banking Team in the growth and development of local banking markets. Al enjoys getting to know his customers and learning about their business. "Business owners are passionate about what they make and who they serve," says Al. "It all plays a role in many other aspects of the business community, and it's fun to see how we can partner with our products and services to make them successful."
Experience Al has more than 40 years of experience in the banking industry. He has been with Horicon Bank since 1997.
Fred leads strategic planning for Horicon Bank and oversees Marketing, Retail, Human Resources, Wealth Management and Trust Administration. Fred says he enjoys supporting his colleagues in his role. He likes meeting different people and collaborating to find new opportunities for the Bank to serve more customers. He has served on Horicon Bank's Board of Directors since 2020. Fred is a third generation owner of Horicon Bank. In 2014, he graduated from the UW-Madison's Graduate School of Banking program. He has degrees in Art History and Visual Culture from the Universities of Oxford, Glasgow and St. Andrews in the United Kingdom.
Experience Fred has more than 15 years of banking experience. He has been with Horicon Bank since 2006.
Job Titles:
- Member of the Thrasher Opera House Board of Directors
Helcia is a member of the Thrasher Opera House Board of Directors and actively volunteers for the Tri-County Economic Development Corporation and Green Lake community. Helcia enjoys boating on Green Lake, gardening and spending time with her grandchildren.
Helcia works directly with customers on financing their home purchases, investment properties and small businesses. She is passionate about her community and has had the privilege to build many long-term relationships with customers in her community. She says it's exciting to work together with second- and third-generation customers to help fulfill both their personal and business needs. Helcia's education started with the University of Wisconsin, after which she further pursued classes in finance, mortgage, real estate and economic development education.
Experience Helcia has more than 20 years of experience in the banking industry. She has been with Horicon Bank since 2014.
Job Titles:
- Market Manager, Assistant Vice President Horicon 920 - 485 - 3040
- President of the Board of Education for Horicon School District
Meredith serves as president of the Board of Education for Horicon School District and membership chair for Horicon Athletic Booster Club. Meredith is from, as she says, the \"real Up North\" in Ashland, Wisconsin. She enjoys traveling and watching baseball and is a complete coffee addict.
Job Titles:
- Senior Vice President, Commercial Real Estate Lender New Berlin 414 - 426 - 4122
Michael is the lead of our Commercial Real Estate lending division with a special focus on investment and development properties. Michael's favorite part of his position is advising clients on their investment goals. Michael graduated from the University of Wisconsin - Madison with a degree in Real Estate and Urban Land Economics. He worked in commercial real estate for five years before starting his career in banking.
Experience Michael has more than 12 years of banking experience and has been at Horicon Bank since 2022.
Job Titles:
- Business Banker, Senior Vice President West Bend
In the simplest terms, Mike says, "I am a community banker. During the pandemic, I would read how community bankers have ‘stepped up' to help when needed, but the truth is, I didn't step up. It is just what I do, what I have done and what I will always do for my community. It isn't new…I live here, I work here, and these business owners are my neighbors and my friends. I want them to succeed, and I will do everything I can to make sure they are given every opportunity to do so." Mike believes community bankers are volunteers and leaders in their communities, and he embraces this responsibility each and every day. Mike is a graduate of UW-Whitewater, where he earned a Bachelor of Business Administration in finance.
Experience Mike has more than 30 years of experience in the banking industry. He has been with Horicon Bank since 2010.
Job Titles:
- Member of the Community Serving As a Board
Phil works with customers to help them purchase, refinance or construct their home. He enjoys getting to know each customer, learning about their financial situation and finding the best loan product to help them achieve their goals. In the end, Phil says he wants his customers to be comfortable with the loan process and to walk away feeling like he had their best interest in mind. Phil's ultimate goal is to not only get his customers into the home of their dreams, but to also leave them in a good financial position after their loan has closed. Phil earned a degree in economics from UW-Eau Claire.
Phil has more than 30 years of experience in the banking industry. He has been with Horicon Bank since 2000.
Phil is an active member of the community serving as a board member for the Exchange Club of Beaver Dam, the Beaver Dam Scholarship Foundation and the Rotary Club of Waupun. He's an avid Green Bay Packers and Wisconsin Badgers football fan. When he's not cheering on his favorite teams, Phil is probably playing softball or golf, hiking the bluffs at Devil's Lake State Park, or out on the lake water skiing or tubing with family and friends.
Job Titles:
- Business Banker, Market President Appleton
Rick enjoys working with companies and the individuals who own them to provide solutions for all their financing, cash management and deposit account needs. Rick is a graduate of UW-Eau Claire's Business School and has close to 30 years of experience working with a variety of industries. He is always looking forward to establishing new business relationships and to assist in their success. "Every business needs a trusted Banker, accountant and attorney. I find it very rewarding to be that banking partner that can be trusted and relied on through the many phases that a business will go through. I strive to establish a good relationship with the company and the individuals who own and work for the company."
Experience Rick has more than 30 years of experience in the banking industry. He has been with Horicon Bank since 2016.
Job Titles:
- Chief Financial Officer
- Senior Vice President
Experience Mark has more than 15 years of experience in the banking industry. He has been with Horicon Bank since 2007.
Robert leads the Bank's Facilities department and Finance department, playing a major role in financial decisions at Horicon Bank. Robert earned his Bachelor's and Master's degrees in Business Administration from Louisiana Tech University before becoming a licensed Certified Public Accountant in the states of Louisiana and Wisconsin. He is also a graduate of UW-Madison's Graduate School of Banking program and earned his Certificate of Executive Leadership from the UW-Madison School of Business.
Rose supports, coaches and mentors Horicon Bank's market managers, branch managers, Customer Support Center and virtual banking specialists. She works closely with employees to help them develop and grow in their careers while deepening customer relationships to grow the bank. Rose enjoys supporting her community in her role and encourages her team to get involved by volunteering as well. Rose earned a Bachelor of Science in business administration from UW-Milwaukee and is a graduate of and received an Executive Leadership Certificate from UW-Madison's Graduate School of Banking. She serves as a committee member on the Wisconsin Bankers Association's Retail Committee.
Experience Rose has more than 40 years of experience in the banking industry. She has been with Horicon Bank since 2011.
Experience Sarah has more than 6 years of experience in the banking industry and has been with Horicon Bank since 2021. Expertise Customer Service | Problem Solving | Communication Extracurriculars Sarah enjoys helping her community. She is passionate about fostering dogs and volunteering at multiple different animal rescues. Years ago, Sarah was a Correctional Officer at an all-male maximum security prison for 5 years too!
Job Titles:
- Business Banker, Vice President Fond Du Lac
Steve takes great pride in working with his customers to uncover solutions to the financial situations that keep them up at night. He serves as the business client's primary point of contact and key financial advisor for their relationship with Horicon Bank. Steve says that "through building relationships with business owners, I work on a local level to provide the best service to fit each individual business. I also take pride in serving the community. By being active in the community through volunteer work and my professional position, I have grown to care deeply about the success of the Fond du Lac community, and it is an honor to work for an institution that feels the same way." Steve is a graduate of UW-Madison, where he earned a Bachelor of Business Administration. He has been recognized for his extensive community commitment by being named Volunteer of the Year by Envision Greater Fond du Lac, an honorary Paul Harris Fellow by Fond du Lac Noon Rotary, the Donald G. Jones Leadership Alumni Award as well as the Wisconsin Alumni Association "Badger of the Year."
Experience Steve has more than 23 years of experience in the banking industry. He has been with Horicon Bank since 2011.
Job Titles:
- Business Banker, Senior Vice President Beaver Dam
Terry is passionate about helping commercial business customers and agricultural loan customers with their financing needs. From operating lines of credit and equipment term loans, to real estate construction/term loans, he has the knowledge and experience to find the right fit for business owners. Terry wants to help clients succeed financially. He enjoys reviewing customers' financial statements and structuring a plan that helps them grow their business, build equity and achieve their goals. Terry graduated from the University of Wisconsin-Madison with a degree in agricultural business management/ag finance.
Experience Terry has more than 37 years of experience in the banking industry. He has been with Horicon Bank since 1998.
Job Titles:
- Business Banker, Vice President Markesan
Tim enjoys helping businesses achieve optimal success and growth by providing superior customer service. Tim says he enjoys the relationships he forms with customers and that "no matter the type of business, I want to do whatever I can to help them succeed using a variety of products and services." Tim grew up on a dairy farm in Wisconsin and has worked in the agricultural sector his entire career in a variety of capacities. He understands all aspects of agriculture and specializes in agricultural lending with Horicon Bank.
Experience Tim has more than 12 years of experience in the banking industry. He has been with Horicon Bank since 2019.
Job Titles:
- Business Banker, Officer Oshkosh
Tony works closely with both the lending and credit teams at Horicon Bank to assist customers with their small business lending and deposit needs. He also uses his expertise to advance projects within the bank to increase lending technology and efficiency. Tony enjoys working with customers to learn about their businesses and find it rewarding to help customers reach their business's goals. Tony has a banking and finance degree from Fox Valley Technical College and has completed the Center for Financial Training's Commercial Lending School. Tony has experience working in both the front line and credit departments at Horicon Bank.
Experience Tony has more than 8 years of experience in the banking industry. He has been with Horicon Bank since 2013.
Job Titles:
- Treasurer for the Horicon Lions Club
Tracy serves as Treasurer for the Horicon Lions Club and is the Club's Chair of the Vision Screening Committee. She also serves as a Board Member for the Horicon Chamber of Commerce. Tracy is a baseball fan and loves cheering for her favorite teams (which includes any team that her nieces and nephews play on and the Milwaukee Brewers!)