WAUKESHA — Waukesha State Bank,
a full-service community bank celebrating 75 years in Waukesha
County, announced the promotions of Kelly Savatski to vice president
– senior portfolio manager and Theresa Schultz to assistant vice
president – senior retirement officer.
“Kelly and Theresa's promotions are well deserved and reflective of
their loyal employment, hard work and expertise they provide to our
wealth management clients,' said Victor J. Schultz, president of
Waukesha State Bank Wealth Management.
joined Waukesha State Bank in 1988 as a teller and worked in various
banking positions before joining the investments division, Waukesha
Investments, in 1995. In 2002, she transitioned to the wealth
management division and took on the role of investment
administrator. After accepting increasing responsibilities, she was
promoted to investment officer in 2012 and to senior portfolio
manager in 2016.
In her new role as vice president - senior portfolio manager,
Savatski will continue her leadership role with the wealth
management investment team. This includes constructing, educating,
implementing, and monitoring portfolios as well as partnering with
Waukesha State Bank Wealth Management’s outside advisor platform to
meet the long-term financial needs of clients.
Savatski is a Certified Financial Planner® and an Accredited
Investment Fiduciary®. She graduated with a bachelor’s of science in
education from the University of Wisconsin Whitewater.
Savatski is active in the community serving as a former Great Blue
Heron Girl Scout Council Investment Committee member. She has also
served in many roles with the Financial Planning Association of
Wisconsin including board secretary, symposium committee chair and
audit committee member.
started with Waukesha State Bank as an intern in 2000. Over the last
19 years, she has taken on increasing roles and responsibilities,
including trust assistant, pension administrator, retirement
services administrator and senior retirement specialist. She was
promoted to senior retirement officer in 2016, and in her new role
as assistant vice president - senior retirement officer, Schultz
will continue to serve as the primary contact for a number of IRA
accounts and supervise the overall management of Waukesha State Bank
Wealth Management’s IRA relationships in addition to taking on more
investment management responsibilities.
Theresa is a Certified IRA Services Provider (CISP). She earned her
associate's degree from the University of Wisconsin-Waukesha and her
bachelor's degree in business administration from Carroll