Meet Our Teams
Dan joined the State Bank of Cross Plains in 1999 and is responsible for its Wealth Management and Financial Advisory Divisions. With extensive Wealth Management experience dating back to 1989, Dan is intimately involved with all facets of our business including, but not limited to, investment management, financial planning, business development, trust administration, and working closely with a broad cross section of our valued clients.
After graduating from Marquette University, Dan went on to receive his Master of Business Administration from the University of Wisconsin-Whitewater. To further his education, Dan graduated from the American Bankers Association National Trust School and National Graduate Trust School. He has also participated in a variety of additional advanced educational programs and continues to do so today.
Kathy joined the bank in 1986 in the Wealth Management Division of the State Bank of Cross Plains. As a Certified Trust and Financial Advisor (CTFA), Kathy has the ability and expertise to work with her clients on multiple fronts with an emphasis on trust account administration, estate/probate administration, IRA and investment administration and tax planning. She also oversees the operations/administrative functions of the department.
Prior to working at State Bank, Kathy worked in a Trust Department of another bank in downtown Madison. Along with obtaining her CTFA, she is a Cannon Trust School graduate, Bankers’ Systems Qualified Retirement Planning graduate, a Registered Para Planner and is a member of the Bank’s Trust & Investment Committee.
Mark leverages his analytical background to offer a comprehensive view of his clients’ financial pictures. A familiar face in the industry throughout the Greater Madison Area, he has been with the State Bank of Cross Plains since 2004, where he leads the department’s investment function. He also plays a key role on the Bank’s Trust & Investment Committee.
A Madison native, Mark completed his undergraduate work in business administration at the University of Wisconsin- Whitewater, and earned a Masters of Business Administration degree with a finance focus from the University of Wisconsin- Madison. He has successfully completed a variety of Cannon Financial Estate Planning classes and has obtained his CERTIFIED FINANCIAL PLANNER™ certification. Mark is also on the Board of Directors for the Madison Area Independent Sports League.
Adam joined the State Bank of Cross Plains in 2007, and serves as one of the bank's portfolio managers. Prior to joining State Bank, he worked at a financial services firm in Madison. Adam is responsible for much of the ongoing management of customer portfolios, and his areas of expertise are investment management and financial planning.
After graduating from the University of Wisconsin–Madison, Adam completed his Master’s Degree in Personal Financial Planning from the College for Financial Planning. He has also obtained his CERTIFIED FINANCIAL PLANNER™ certification. Adam serves on the Board of Directors of the Wisconsin Bankers Association Trust Banking Section, is a member of Madison Estate Council, and enjoys volunteering for Badger Honor Flight.
Alyssa joined the State Bank of Cross Plains in 2016. Prior to joining the Wealth Management Team, Alyssa operated a private law practice in northern Wisconsin where she specialized in Family Law and Estate Planning. Alyssa brings her experience working closely with individuals and families on a variety of complex legal issues and focuses her efforts at the Bank on trust account administration and estate administration.
Alyssa earned both her undergraduate degree and her law degree from the University of Wisconsin – Madison. She is a member of the State Bar of Wisconsin, the Dane County Bar Association, Madison Estate Council and WealthCounsel®. In addition, Alyssa serves on the Board of Directors for the Wisconsin Future Business Leaders of America – Phi Beta Lambda (FBLA-PBL) Foundation.
Jordon delivers over 14 years’ experience in investment advising and planning for business owners, foundations and endowments, and employee groups. He has also worked extensively with individuals and families while structuring their assets to move on efficiently to the next generation. His experience includes teaming with internal and external advisors, making investment recommendations and executing strategies to meet his clients’ goals. He has developed a niche in alternative asset evaluation through his work for a syndicated investment firm.
Jordon completed his undergraduate work in finance and real estate at Colorado State University before going on to earn his MBA at Edgewood College. Jordon is also on the Board of Directors for WisPACT, Inc. and GiGi’s Playhouse in Madison.
Jeff joined the State Bank of Cross Plains in 2001. Jeff’s primary responsibility is business development with an emphasis on financial planning, retirement income management and small to mid-sized business retirement plans. Prior to joining the bank, he was a Retirement Plan Specialist with a mutual fund company in Chicago.
Jeff received a B.B.A. in Finance from the Henry B. Tippie College of Business at The University of Iowa. In addition to his obtainment of the CERTIFIED FINANCIAL PLANNER™ certification, he also has completed Cannon Trust I, II & III through Cannon Financial Institute while graduating with honors and obtaining the Certified Trust and Financial Advisor (CTFA) designation. Professional memberships include: Madison Estate Council, Financial Planning Association, and the Dane County Dementia Friendly Financial Network. Jeff is a former board member of the Alzheimer’s & Dementia Alliance of Wisconsin and currently chairs its Legal & Financial Planning Committee.
Dawn began her career with the State Bank of Cross Plains in 2011 and in 2013 joined our Wealth Management Team. Since then, Dawn’s role has grown and developed substantially through her exceptional dedication and initiative. As a trust officer, Dawn’s primary duties include ensuring delivery of exceptional customer service to beneficiaries of active trust relationships. In addition, Dawn oversees leadership of Wealth Management marketing efforts and coordination of departmental business development efforts. Her active role in nurturing relationships with both clients and their professional advisors is recognized and admired throughout the local estate planning community.
Dawn earned a B.B.A degree from the University of Wisconsin-Whitewater. Dawn is a Board Member of the Madison Estate Council and is working towards her Certified Trust and Financial Advisor (CTFA™) designation.