Prairie Financial Group® (PFG), a division of Waukesha State Bank, is pleased to announce the promotion of Nancy Schoenberg to vice president – senior trust administrator.
In her new position, she will continue her responsibility in trust administration and estate settlement services serving as relationship manager and fiduciary advisor for a wide range of clients and accounts.
Nancy Schoenberg joined Prairie Financial Group in February of 2014 as a senior trust administrator. She has more than 25 years of banking and finance experience, with an expertise in employee benefits, trust and estate administration, and trust operations. She holds a bachelor’s degree of business administration in finance from the University of Wisconsin-Whitewater, earned her Retirement Services Professional and Trust I certifications from the Cannon Financial Institute, and holds the Wisconsin Life Insurance License. Nancy is active in the local community serving as a member on the Life Navigators Trust Committee and is a member of the Walworth Estate Planning Council.
Prairie Financial Group, a division of Waukesha State Bank, is the premier administration-focused trust company in Wisconsin, providing personal trust, retirement plan, investment management and not-for-profit services. Prairie Financial Group also includes an Advisor Friendly Alliance that works with financial advisors in providing customers seamless trust and qualified plan services that integrate with, and enhance, their product offerings. For more information on Prairie Financial Group, visit www.PrairieWealth.com.
Prairie Financial Group, a division of Waukesha State Bank
1227 Corporate Center Dr.
Oconomowoc, WI 53066