Terms Of Service

Terms & Conditions

Last updated: December 28, 2020

Please read these terms and conditions carefully before using Our Service.

Interpretation and Definitions
Interpretation

The words of which the initial letter is capitalized have meanings defined under the following conditions. The following definitions shall have the same meaning regardless of whether they appear in singular or in plural.

Definitions

For the purposes of these Terms and Conditions:

  • Affiliate means an entity that controls, is controlled by or is under common control with a party, where “control” means ownership of 50% or more of the shares, equity interest or other securities entitled to vote for election of directors or other managing authority.
  • Country refers to: Wisconsin, United States
  • Company (referred to as either “the Company”, “We”, “Us” or “Our” in this Agreement) refers to Stellar Blue Technologies, 1580 Lyon Dr, Neenah, WI 54956.
  • Device means any device that can access the Service such as a computer, a cellphone or a digital tablet.
  • Service refers to the Website.
  • Terms and Conditions (also referred as “Terms”) mean these Terms and Conditions that form the entire agreement between You and the Company regarding the use of the Service. This Terms and Conditions agreement has been created with the help of the Terms and Conditions Generator.
  • Third-party Social Media Service means any services or content (including data, information, products or services) provided by a third-party that may be displayed, included or made available by the Service.
  • Website refers to Stellar Blue – Base, accessible from https://www.lptrust.com/
  • You means the individual accessing or using the Service, or the company, or other legal entity on behalf of which such individual is accessing or using the Service, as applicable.
Acknowledgment

These are the Terms and Conditions governing the use of this Service and the agreement that operates between You and the Company. These Terms and Conditions set out the rights and obligations of all users regarding the use of the Service.

Your access to and use of the Service is conditioned on Your acceptance of and compliance with these Terms and Conditions. These Terms and Conditions apply to all visitors, users and others who access or use the Service.

By accessing or using the Service You agree to be bound by these Terms and Conditions. If You disagree with any part of these Terms and Conditions then You may not access the Service.

You represent that you are over the age of 18. The Company does not permit those under 18 to use the Service.

Your access to and use of the Service is also conditioned on Your acceptance of and compliance with the Privacy Policy of the Company. Our Privacy Policy describes Our policies and procedures on the collection, use and disclosure of Your personal information when You use the Application or the Website and tells You about Your privacy rights and how the law protects You. Please read Our Privacy Policy carefully before using Our Service.

Links to Other Websites

Our Service may contain links to third-party web sites or services that are not owned or controlled by the Company.

The Company has no control over, and assumes no responsibility for, the content, privacy policies, or practices of any third party web sites or services. You further acknowledge and agree that the Company shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with the use of or reliance on any such content, goods or services available on or through any such web sites or services.

We strongly advise You to read the terms and conditions and privacy policies of any third-party web sites or services that You visit.

Termination

We may terminate or suspend Your access immediately, without prior notice or liability, for any reason whatsoever, including without limitation if You breach these Terms and Conditions.

Upon termination, Your right to use the Service will cease immediately.

Limitation of Liability

Notwithstanding any damages that You might incur, the entire liability of the Company and any of its suppliers under any provision of this Terms and Your exclusive remedy for all of the foregoing shall be limited to the amount actually paid by You through the Service or 100 USD if You haven’t purchased anything through the Service.

To the maximum extent permitted by applicable law, in no event shall the Company or its suppliers be liable for any special, incidental, indirect, or consequential damages whatsoever (including, but not limited to, damages for loss of profits, loss of data or other information, for business interruption, for personal injury, loss of privacy arising out of or in any way related to the use of or inability to use the Service, third-party software and/or third-party hardware used with the Service, or otherwise in connection with any provision of this Terms), even if the Company or any supplier has been advised of the possibility of such damages and even if the remedy fails of its essential purpose.

Some states do not allow the exclusion of implied warranties or limitation of liability for incidental or consequential damages, which means that some of the above limitations may not apply. In these states, each party’s liability will be limited to the greatest extent permitted by law.

“AS IS” and “AS AVAILABLE” Disclaimer

The Service is provided to You “AS IS” and “AS AVAILABLE” and with all faults and defects without warranty of any kind. To the maximum extent permitted under applicable law, the Company, on its own behalf and on behalf of its Affiliates and its and their respective licensors and service providers, expressly disclaims all warranties, whether express, implied, statutory or otherwise, with respect to the Service, including all implied warranties of merchantability, fitness for a particular purpose, title and non-infringement, and warranties that may arise out of course of dealing, course of performance, usage or trade practice. Without limitation to the foregoing, the Company provides no warranty or undertaking, and makes no representation of any kind that the Service will meet Your requirements, achieve any intended results, be compatible or work with any other software, applications, systems or services, operate without interruption, meet any performance or reliability standards or be error free or that any errors or defects can or will be corrected.

Without limiting the foregoing, neither the Company nor any of the company’s provider makes any representation or warranty of any kind, express or implied: (i) as to the operation or availability of the Service, or the information, content, and materials or products included thereon; (ii) that the Service will be uninterrupted or error-free; (iii) as to the accuracy, reliability, or currency of any information or content provided through the Service; or (iv) that the Service, its servers, the content, or e-mails sent from or on behalf of the Company are free of viruses, scripts, trojan horses, worms, malware, timebombs or other harmful components.

Some jurisdictions do not allow the exclusion of certain types of warranties or limitations on applicable statutory rights of a consumer, so some or all of the above exclusions and limitations may not apply to You. But in such a case the exclusions and limitations set forth in this section shall be applied to the greatest extent enforceable under applicable law.

Governing Law

The laws of the Country, excluding its conflicts of law rules, shall govern this Terms and Your use of the Service. Your use of the Application may also be subject to other local, state, national, or international laws.

Disputes Resolution

If You have any concern or dispute about the Service, You agree to first try to resolve the dispute informally by contacting the Company.

For European Union (EU) Users

If You are a European Union consumer, you will benefit from any mandatory provisions of the law of the country in which you are resident in.

United States Legal Compliance

You represent and warrant that (i) You are not located in a country that is subject to the United States government embargo, or that has been designated by the United States government as a “terrorist supporting” country, and (ii) You are not listed on any United States government list of prohibited or restricted parties.

Severability and Waiver
Severability

If any provision of these Terms is held to be unenforceable or invalid, such provision will be changed and interpreted to accomplish the objectives of such provision to the greatest extent possible under applicable law and the remaining provisions will continue in full force and effect.

Waiver

Except as provided herein, the failure to exercise a right or to require performance of an obligation under this Terms shall not effect a party’s ability to exercise such right or require such performance at any time thereafter nor shall be the waiver of a breach constitute a waiver of any subsequent breach.

Translation Interpretation

These Terms and Conditions may have been translated if We have made them available to You on our Service.
You agree that the original English text shall prevail in the case of a dispute.

Changes to These Terms and Conditions

We reserve the right, at Our sole discretion, to modify or replace these Terms at any time. If a revision is material We will make reasonable efforts to provide at least 30 days’ notice prior to any new terms taking effect. What constitutes a material change will be determined at Our sole discretion.

By continuing to access or use Our Service after those revisions become effective, You agree to be bound by the revised terms. If You do not agree to the new terms, in whole or in part, please stop using the website and the Service.

Contact Us

If you have any questions about these Terms and Conditions, You can contact us:

Learn More About How We Can Help You Build Your Legacy

Marta G. O’Brien

Vice President & Senior Trust and Financial Advisor

Marta O’Brien joined Legacy in November of 2012. She holds a Bachelor of Business Administration degree and a JD from the University of Wisconsin – Madison. Prior to joining Legacy, Marta had several years of extensive personal trust experience with two large national trust companies in Madison and Appleton.

Marta and her family have been long-time residents of the Appleton community. Marta is a graduate of Xavier High School and is an avid volunteer in the St. Francis Xavier school system. As a seasonal resident of the Waupaca area, Marta and her children can be found cruising the waterways by boat in the summer months. While Marta enjoys the outdoors and feeling the wind in her hair, she leaves it up to her kids to perform in the water-ski shows. She supports their efforts by volunteering for the ski club and truly enjoys interacting with kids of all ages at both the lake and school.

Laurene M. Brooks

Vice President, Senior Trust and Financial Advisor

Laurene BrooksLaurene Brooks joined Legacy in 2004, shortly after the company’s inception. She earned undergraduate degrees in journalism and Spanish, and her Juris Doctor (JD) designation from Marquette University. Laurene has over 30 years of experience in law and relationship management. In addition to assisting clients with financial management and estate planning, Laurene is Legacy’s senior fiduciary officer. In addition, she was a member of the Real Property, Probate, and Trust Division of the Wisconsin State Bar for 10 years and served as chair.

Outside of work, Laurene volunteers at Lourdes Academy and St. Raphael the Archangel Parish in Oshkosh. Laurene and her husband have 3 adult sons and 2 daughters-in-law, as well as 1 granddaughter, and a “bonus” son from Burundi, Africa. Outside of work Laurene enjoys spending time with her family, as well as golfing, hiking, traveling, and spending time at their cabin in Saxeville.

Angel Will

Trust Support Services Assistant

Angel Will joined Legacy in 2013 and works closely with our trust operations team as a Trust Support Services Assistant. Prior to working at Legacy, she worked in circulation at the Neenah Public Library and as an educational assistant for the Neenah Joint School District. Angel was born and raised in Neenah, though she left the Fox Valley for several years after she married her husband, a now-retired member of the United States Air Force. Together they and their three children lived in Michigan, Florida, Idaho, and Germany. Outside of work, Angel enjoys scrapbooking, visiting her children at college, and is currently working towards earning her orange belt in Krav Maga. She is also a frequent participant in a local trivia competition with her dual colleagues and family members, Lucy Will and Olivia Will.

Trinity L. Maurice

Trust Support Services Assistant


Trinity Maurice joined Legacy in 2019 as a Trust Support Services Assistant. She has several years of trust operations experience, and prior to joining our team served as a Trust Operations Administrator at another financial institution. At Legacy, Trinity handles many daily trust operations tasks and oversees the reception area. Her excellent communication skills ensure that all processes flow smoothly not only within her team, but throughout all of Legacy. 

Outside of work, Trinity, her husband, and their two children enjoy spending time together with their extended family. They enjoy going to the movies and are lucky to live just down the street from a theater! They also try to take a trip together at least once a year and enjoy the variety of attractions available at the Wisconsin Dells. 

Sarah L. Brown

Special Services Assistant

Sarah joined Legacy in 2012 as a Trust Services Support Assistant and has recently made the transition into our audit and compliance department as a Special Services Assistant. She has an Associate Degree in Administrative Management and over 20 years of administrative experience.

Outside of work, Sarah enjoys concerts, traveling, and photographing live music events. 



Rita J. Braun

Trust Support Services Assistant

Rita Braun joined Legacy in 2020 as our Neenah office receptionist and a member of our Trust Operations Department. She graduated from Fox Valley Technical College with an associate’s degree in Child Care and Development and has over 22 years of customer service and event experience.

Rita and her husband of 31 years have 3 adult children.  She enjoys spending time with family and is also an active volunteer in the Agape Café at Neenah’s Trinity Lutheran Church.

Kelly J. O’Shea

Assistant Trust Officer

Kelly O’Shea joined Legacy in 2014 as a Client Representative before transitioning into our tax department. Kelly has 28 years total of administrative experience and has spent the last 4 years in tax and estate planning. Kelly earned a bachelor’s degree in Business Administration and Human Resources from the University of Wisconsin – Oshkosh and holds the Certified Trust and Fiduciary Advisor (CTFA) designation. 

Kelly is a Wisconsin native and currently lives in Appleton with her husband. Together they have two adult children. Kelly enjoys the outdoors and loves to read, volunteer at her church, and get together with friends and family over coffee.

Barbara A. Blashka

Tax and Financial Officer

Barbara has been leading our tax and financial planning group since 2006. She earned a BA from Lakeland University in Accounting and Business Administration and is a graduate of the National Graduate Trust School at Northwestern University. With more than 30 years of trust and financial experience, including 24 years concentrating on trust-related tax issues, Barb has an extensive record of client success. She serves as an invaluable resource to the other investment and trust professionals at Legacy as well as our clients.  

When she’s not busy studying the ever-changing IRS tax laws and regulations, Barb can be found visiting her two adult children, Austin and Jill. Barb also enjoys taking motorcycle excursions with her husband, Don, and their friends, boating during the summer and reading political thriller novels.

Teresa M. Pavelsky

Client Representative

Teresa joined Legacy in 2016 as a Client Representative. She graduated from Stratford Business School as a Medical and Administrative Assistant and has over 35 years of administrative and trust experience. 

Outside of work Teresa enjoys supporting various organizations that assist the homeless and address the issue of food scarcity. She is married and has two adult children, as well as several grandchildren. In her free time, Teresa loves to hike and read mystery novels. 

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Mary L. Jovanovich

Assistant Trust Officer

Mary Jovanovich joined Legacy shortly after the company started in 2004, having worked for more than two decades in the trust department of a large regional bank. As an assistant trust officer, she works closely with clients to manage many of their account service needs. Mary’s clients enjoy her cheerful personality and rely on her 30 years of trust administration experience.

Mary is a lifelong Wisconsin resident, and both she and her husband as well as their three grown children all graduated from Neenah High School (Go Rockets!). Never idle for very long, Mary can often be found peddling her bike along area trails and spending weekends doing outdoor activities with her four grandchildren. She is a longtime volunteer and organizer of the Neenah Summer Fun Runs, a series of community-sponsored events for children 14 and under. She also enjoys traveling with her husband to his Ironman competitions which have taken her to Lake Placid, New York, Hawaii, and Canada.

Kay F. Bahn

Client Representative

Kay joined Legacy in 2015 as a Support Services Specialist and transitioned to Client Representative in 2020. Prior to becoming a part of our team, Kay worked as a Program and Transition Manager. She attended the University of Wisconsin – Madison and is currently continuing her education at Lakeland University. At Legacy, Kay assists Marta O’Brien with her account administration and client relationships.  

Outside of work, Kay and her family love traveling, camping, hiking, and biking. Kay is also an active volunteer within the St. Mary Catholic School system, where her daughters attended elementary and high school, and can often be found at fundraising and sporting events. 

Olivia M. Will

Marketing Coordinator

Olivia joined Legacy in the summer of 2016 as a part-time Project Worker, completed a Hospitality and Marketing Internship during the summer of 2017, and was then promoted to Communication Design Specialist. She has since graduated summa cum laude from the University of Wisconsin – Stout with a BS in Hotel, Restaurant, and Tourism Management, and a certificate in Event and Meeting Management. After graduating in 2018, Olivia accepted a position at Legacy as the Marketing Coordinator and is currently pursuing her MBA with a concentration in marketing from the University of Wisconsin – Parkside and her MS in Technical and Professional Communication from the University of Wisconsin – Stout. Olivia is a 2022 graduate of the American Bankers Association’s Bank Marketing School and earned an Advanced Certificate in Bank Marketing. Outside of work, Olivia enjoys reading and writing short stories. She is an avid concertgoer and frequently travels to Chicago, Milwaukee, and the Twin Cities in pursuit of seeing her favorite musicians live. Olivia also loves cooking and baking and is dedicated to seeing a movie with her fiancé in theatres at least once a week. She is also a frequent participant in a local trivia competition with her dual colleagues and family members, Angel Will and Lucy Will.

Judith M. Runde

Support Services Assistant

Judith Runde joined Legacy in 2016 as a Support Services Assistant and Client Representative. Prior to joining our team, she worked as a receptionist and accounting clerk for various businesses within a family office setting and has over 23 years of administrative experience. Judith genuinely enjoys working directly with her clients and is always ready to help answer questions and solve problems.  

In her free time, Judith enjoys taking evening walks and playing on a bocce ball team with her husband during the summer months. She also loves spending time with her eight grandchildren, who range in age from three to seven years old.

Doneen A. Hanson

Executive Assistant

Doneen Hanson joined Legacy in 2019 as an Executive Assistant. Prior to joining our team, she was the director at St. Paul’s Lutheran Child Center, where her responsibilities included budgeting, human resources, and creating and revising policies and procedures. Doneen earned her bachelor’s degree in Human Services from the University of Wisconsin – Oshkosh.

Outside of work, Doneen enjoys spending time with her family. During the Summer she enjoys gardening and boating. The rest of the year, she likes hiking and walking, as well as watching her children and grandchildren participating in all of their activities.

 

Sue Fencl

Vice President & Director of Support Services

Sue Fencl has been an indispensable member of Legacy’s team since our inception in 2004 and has been instrumental in directing our trust operations and client support services. She is a member of the executive committee that leads our corporate initiatives and helps set policies and procedures throughout the entire organization. Sue has more than 30 years of experience in banking and trust services and holds an associate degree in Business Administration from Florida Junior College in Jacksonville, FL.

Sue enjoys all things that are precious to Wisconsinites: the outdoors, a good fish fry, and an old-fashioned made from scratch. She enjoys her role as a grandmother to the fullest and spends much of her free time taking part in activities with her three grandchildren that have included taking tae kwon do and piano lessons right along with them. Sue spends her summers at a lake home where she still water skis and keeps the campfire stoked for s’mores late into the evening.

Suzanne C. Dennis

Assistant Audit & Compliance Officer

Suzanne Dennis joined Legacy in 2011 as a member of our Trust Operations department and recently moved into Audit & Compliance. She holds both the Certified Trust and Financial Advisor (CTFA) and Certified Securities Operations Professional (CSOP) designations and has over 20 years of experience in the financial services industry.

Suzanne and her husband enjoy traveling as well as hiking, golfing, and tennis. When at home, Suzanne spends time volunteering for the Fox Valley Humane Association, as well as doing yoga, reading, and gardening.

Lisa T. Bergan

Senior Client Representative

Lisa joined Legacy in 2010 as a Senior Client Representative. She holds a BS from the University of Wisconsin-Stevens Point and the Certified Trust Financial Advisor (CTFA) designation. Lisa has over 18 years of trust experience and prior to joining Legacy, she worked in the trust department of a regional bank. Lisa is flexible and diligently works on every project that is assigned so that clients’ needs are met quickly and efficiently.

Lisa enjoys the area in which she works. Outside of work, Lisa and her husband take advantage of the area by biking on state trails, and in the spring they enjoy vacationing in Phoenix, Arizona. On lunch breaks in the summer, Lisa can be found outside and walking around the neighborhood surrounding the office. Lisa loves to participate in a variety of activities with her nieces and nephews.

Ranee H. Bahn

Vice President & Audit and Compliance Officer

Ranee Bahn joined the Legacy team as Audit and Compliance Officer in the spring of 2014. Her primary duties are to manage and monitor our internal audit, risk measurements, and compliance processes. She brings more than 18 years of trust experience to further strengthen the Legacy team. Prior to joining Legacy, Ranee had experience as a Client Services Manager, Trust Operations Manager, and Compliance Manager at Wisconsin-based regional banks. Ranee previously completed the requirements of the Personal Trust School at Cannon Financial Institute and has recently obtained her Certified Fiduciary & Investment Risk Specialist (CFIRS) designation.

If Ranee could combine her two favorite pastimes, it would be a book by John Grisham with a plot centered on a soccer team (to her dismay, the closest Grisham has gotten was a book about a former NFL player). She has traveled across the Midwest up, down, and sideways to attend her sons’ soccer games and is now enjoying the downtime provided by their college graduations.

Peter J. Schaefer

Vice President & Trust Investment Officer

Peter Schaefer joined Legacy in 2018 as a Trust Investment Officer and became a Vice President in 2021. He holds a bachelor’s degree in agricultural and consumer economics from the University of Illinois at Urbana-Champaign, as well as both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations. Peter has over 10 years of experience in the financial services industry working with affluent and emerging clients to provide financial and retirement planning services as well as wealth management.

Peter was born and raised in Madison, Wisconsin, and lived in Chicago for over 10 years before moving to Neenah, which explains his affinity for Illinois sports teams.  He and his wife Laura have two sons, Oliver and Mason. In addition to watching football and baseball, Peter enjoys playing golf and traveling to Wyoming to ski and hike. Peter also enjoys volunteering and is a member of The Oshkosh Community Foundation Finance Committee.

Connor R. O’Brien

Trust Investment Officer

Connor O’Brien joined Legacy in 2021 as a Trust Investment Officer. Connor graduated from the University of Wisconsin – Madison where he studied finance and holds the Chartered Financial Analyst (CFA®) designation. Prior to joining Legacy, Connor spent 5 years as a portfolio manager for a large regional bank where he assisted clients with asset allocations, tactical portfolio adjustments, and security selection. 

Outside of work, Connor is a lifelong hockey player, and in the winter, you’re likely to find him at an ice rink playing men’s league or pickup hockey. In the summer, you’ll probably find him on the golf course. Connor and his wife also enjoy live music and often attend local music events, such as Mile of Music, as well as concerts from major touring musicians. Recently, Connor and his wife welcomed their first child, and are very excited for this new change in their lives.

Nicole T. Jones

Investment Operations Officer

Nicole Jones joined Legacy in 2008 as a member of the investments department. She obtained her bachelor’s degree from the University of Wisconsin Oshkosh and now has over 17 years of experience in the industry. 

Nicole is an active volunteer with the Fox Valley Human Society as part of their Reading to Rover program, where therapy dogs make visits to the Boys and Girls Club and local nursing homes. She also participates in various fundraisers for local animal shelters and rescues. 

In her free time, Nicole and her husband love traveling to snorkel, hike, and view wildlife. Most recently, they visited Canada to see polar bears and beluga whales on a safari. Nicole also enjoys walking her two dogs, kickboxing, running and attending spin class to stay active. 

Paul A. Griesbach

Trust Investment Officer

Paul Griesbach joined our investment group in 2015, bringing with him a diverse background including 20 years of investment and finance-related experience. He completed his BBA in at the University of Wisconsin-Oshkosh and holds several investment-related course certificates, most recently from London Financial Studies in modern asset allocation. Paul’s expertise in quantitative research and portfolio risk management contributes greatly to Legacy’s portfolio management team.

A native resident of the Fox Valley, Paul was raised on a family dairy farm and spent his summer vacations working in his grandfather’s water conditioning business. Through these and other experiences, the value of customer care and taking personal ownership was imparted early on. He uses his take-charge attitude to lead the Hortonville boys’ basketball booster club while at the same time serving as a coach for youth basketball teams for over a decade. When Paul, his wife of 21 years, and their two sons aren’t attending a basketball game, they enjoy traveling to places that offer spectacular views of nature such as Niagara Falls and Yellowstone National Park. Paul is also known to be an outdoor enthusiast, spending time in the fall with his family and friends stalking grouse and deer. You can also find him on the range enjoying a round or two of competitive trap shooting.

Nick Carver

Director of Investment Services

As a founding member of Legacy in 2004. Nick Carver has over 30 years of investment management experience and has always played a major role in Legacy’s investment process. He is especially interested in modern portfolio theory and developing concepts in the area of personal finance. Nick graduated from the University of Wisconsin – Madison with a bachelor’s degree in philosophy, and subsequently earned his Juris Doctor (JD) from the University of Wisconsin Law School. He also holds the Chartered Financial Analyst (CFA) designation and was previously president of the CFA Society of Milwaukee. 

Nick has been married to his wife Ruth for 42 years. Together they have 2 adult children and 3 grandchildren. In his free time, Nick is an avid reader and enjoys competitive sailing, cycling, and music. 

Gary L. Schaefer

Business Development Officer

Gary Schaefer joined Legacy in 2019 to assist with the development of our Madison office. Gary has 45 years of experience in the banking industry, including 25 years spent as the President of Associated Bank in Madison. He obtained his bachelor’s degree in Business Management from Eastern Illinois University. 

Outside of work, Gary is very active in many community groups and organizations. He currently serves on the board of both The Oscar Rennebohm Foundation and the United Way of Dane County Foundation. Additionally, he is a past chairman of The Wisconsin Banker’s Association, Edgewood College, and the Madison Community Foundation.

Candy H. Thurs

Vice President

Candy Thurs joined Legacy in 2020 as Vice President North Central Wisconsin. She earned a bachelor’s degree in business administration from Auburn University and holds the Certified Trust and Fiduciary Advisor (CTFA), as well as the Certified Wealth Strategist (CWS®) designations. Candy has over 15 years of experience in the industry and has held several roles in private wealth management.  

Outside of work, Candy is very active in the Wausau community. She is on the board of The Boys & Girls Club of Wausau Area and the United Way of Marathon County and is also a member of Women United and Impact100 Greater Wausau Area.  

Candy and her husband spend their free time watching, and volunteering for the various youth sports their son is involved in, which include baseball, basketball, and football. Candy also enjoys downhill skiing, traveling, and finding ways to volunteer and give back to the community.

Tammy M. Ross

Trust Administrative Officer

Tammy Ross joined Legacy in 2006 as a Trust Administrative Officer and has over 25 years of experience in the industry. 

She earned her bachelor’s degree in business administration from the University of Wisconsin – Oshkosh, and her Master of Business Administration from Lakeland University. Tammy is also an honors graduate of the Cannon Financial Institute Retirement Plan Services Program as well as a graduate of the American Bankers Association Trust School. 

Additionally, Tammy holds both the Certified Trust and Fiduciary Advisor (CTFA) and Certified Retirement Plan Professional (CRPP®) designations. Tammy and her husband are both lifelong Neenah residents and have one son in high school. Tammy enjoys live music, attending concerts, and spending time with family at the shooting range.

Lisa G. Kewley

Vice President & Senior Trust and Financial Advisor

Lisa Kewley was a founding member of Legacy at our inception in 2004. She holds a BA from the University of Illinois at Champaign-Urbana and is a graduate of the National Trust School at Northwestern University. Lisa has more than 37 years of experience working with high net worth individuals and families, and currently leads Legacy’s efforts at developing financial initiatives aimed at addressing and serving the needs of women. She is the former president of the Women’s Fund for the Fox Valley Region and still participates in the organization through committee work. Lisa is also the current president of the Over the Teacups women’s group.

Outside of work, Lisa loves traveling to Denver to see her daughter and spending time at home with her goldendoodle Maggie, who occasionally enjoys participating in Lisa’s Zoom meetings. She also enjoys professional tennis as well as kayaking and golf. 

Susan M. Hickey

Vice President & Senior Trust and Financial Advisor

Susan Hickey joined the Oconomowoc Office of Legacy Private Trust Company in October of 2018 as a Vice President and Senior Trust and Financial Advisor. Susan has over 25 years of trust and financial planning experience and is a graduate of Marquette University, where she earned a Bachelor’s Degree in Liberal Arts. Susan has been a featured speaker on several estate and financial planning topics and is a Past President of the Milwaukee Estate Planning Forum. She remains an active member of that organization.  

Outside of work, Susan is actively involved in the community. She is currently a board member for both the Saint Joan Antida High School and The Neighborhood House of Milwaukee. She is a former Board Chairperson for the Women’s Fund of Greater Milwaukee and a member of Impact 100 Milwaukee. In addition, Susan enjoys spending time with her family as well as running, reading, and traveling.

Kathleen A. Brost

Trust and Financial Advisor

Kathy Brost joined Legacy in 2016 as a trust and financial advisor, enhancing our client relationship team with a variety of experiences in multiple facets of finance and business operations. She holds a BBA from Lakeland College and a JD from the University of Wisconsin Law School. Throughout her career, she has continued her education by attaining both the Certified Financial Planner (CFP™) and Chartered Life Underwriter (CLU®) designations as well as a real estate brokers license. Kathy spent 12 years as a tax advisor before becoming a corporate counsel. Most recently, Kathy spent more than 10 years in private practice, acting as corporate counsel and directing compliance programs for several fraternal benefit societies across the country. Kathy was the President of the State Bar of Wisconsin from 2020-2021 and is now the Immediate Past President.

A native of the Fox Valley, Kathy enjoys working in her parents’ real estate development and construction firm. Kathy loves to travel and has enjoyed exploring areas in the more remote and obscure parts of the world with her husband. Together they are the parents of two grown children; their daughter is an architectural engineer, and their son is a process engineer. When Kathy is not traveling the world, she enjoys art, gardening, reading, and snorkeling. Kathy also serves on the board of the Bergstrom Mahler Museum of Glass as the Treasurer. 

Brenton D. Teeling

Vice President of Client Services and Administration

Brenton Teeling joined Legacy in 2016 as Vice President of Client Services and Administration. He earned his B.A., magna cum laude, from Loras College, and his J.D., with distinction, from the University of Iowa College of Law. He also holds the Certified Trust and Fiduciary Advisor (CTFA) designation. Prior to joining Legacy, Brenton was a shareholder and civil litigator at the Fox Valley’s largest law firm.  

With nine years of civil litigation experience, Brenton brings a sharp eye and steady hand to issues of problem-solving and achieving positive client outcomes. Brenton’s responsibilities at Legacy include overseeing the Legacy client experience and ensuring that internal controls are in place for effective and secure account management.

In his free time, Brenton enjoys spending time with his family and engaging in athletic pursuits including golf, softball, volleyball, kickball, and cycling. Coming from a long line of coaches, he also enjoys coaching basketball and has been active at St. Mary Catholic High School and with the Zephyr Basketball Club and the YMCA for youth players. Brenton serves on the Board of Directors for United Way Fox Cities and is the 2021-23 Emerging Leaders Committee Chair. In addition, he is a member of the Finance Committees for St. Margaret Mary Parish and North Shore Golf Club and regularly volunteers for other organizations and special events throughout the community.

Joseph E. McGrane

Executive Vice President

Joe McGrane is a founder of Legacy whose expertise has created and sustained our financial planning and administrative processes.

Mr. McGrane holds a BA in Economics from Loras College and a JD from the University of Iowa. He has more than 35 years of trust and investment management experience.

 

Michael B. Mahlik

President

Mike Mahlik is a founder of Legacy and has more than 35 years of extensive experience in trusts, investments, and financial planning.

He holds a BS in Business Administration from the University of Wisconsin-Green Bay and an MBA from the University of Wisconsin-Oshkosh. 

Shoua Thao

Trust Operations Officer

Shoua Thao joined Legacy in 2019 as a Support Services Manager. Prior to joining our team, she was a Mutual Fund Manager at FIS. Shoua obtained her associate degree in Business Administration from Fox Valley Technical College and has 17 years of experience in the financial services industry. 

Outside of work, Shoua loves spending time with her family, particularly when they are taking trips together, going camping, or watching college sports. She is a firm believer in giving back to the community, which has led her to volunteer much of her free time at Appleton East high school
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