Waukesha State Bank Wealth Management Promotes Theresa Schultz
Contact:
Stephanie Ohlfs
Senior Vice President – Marketing Director
(262) 549-8540
sohlfs@waukeshabank.com
WAUKESHA STATE BANK WEALTH MANAGEMENT PROMOTES THERESA SCHULTZ
Waukesha, Wis. (June 2, 2025) – Waukesha State Bank, a full-service community bank with 14 offices throughout Waukesha County, is pleased to announce promotion of Theresa Schultz to Vice President – Investment Services Administrator within its Wealth Management division.
Theresa Schultz began her career with Waukesha State Bank as an intern in 2000. Over the past 25 years, she has steadily advanced through a variety of key roles, including Trust Assistant, Pension Administrator, Retirement Services Administrator, Senior Retirement Specialist and Investment Services Administrator. She was promoted to Officer in 2016, and to Assistant Vice President in 2019.
In her role as Vice President – Investment Services Administrator, Theresa will continue to serve as the primary contact for numerous Individual Retirement Accounts (IRAs) and Investment Management Agency Accounts (IMAs). She will also oversee the broader management of the bank’s IRA relationships, working directly with clients to provide personalized service and support.
“Theresa’s commitment to excellence and deep expertise in investment management have made her a vital part of our Wealth Management team," said Victor Schultz, President of Waukesha State Bank Wealth Management. "Her promotion is a reflection of her outstanding leadership, dedication to our clients, and the high standards she consistently upholds.”
Theresa is a Certified IRA Services Professional (CISP). She earned her associate degree from the University of Wisconsin-Waukesha and her bachelor's degree in business administration from Carroll University.
###
About Waukesha State Bank Wealth Management
Waukesha State Bank is a trusted community bank with a strong presence in Waukesha County, offering a comprehensive range of financial services. The Wealth Management division specializes in delivering personalized financial planning and asset management solutions to meet the unique needs of their clients.
For more information on Waukesha State Bank and its Wealth Management division, visit www.waukeshabank.com.