NEENAH, Wis. – July 12, 2013 – Denise Schuh joined Associated as vice president, personal trust officer, with Associated Personal Trust. In this capacity she is responsible for managing and developing personal trust client relationships and providing sophisticated wealth planning perspectives and solutions for her clients. Schuh serves as the primary fiduciary contact for a trust account and is responsible for performing or overseeing all the details of trust account management and administration.
With 15 years of wealth management experience, Schuh’s specialties include expert consulting for internal partners in the areas of estate planning and estate and trust administration. Most recently she served as a trust and estate specialist with Charles Schwab & Company where she managed clients with estate planning, wealth transfer tax planning, trust and estate administration, and income tax planning needs.
Schuh is a graduate of the University of Wisconsin earning a Bachelor of Arts degree in political science and Northern Illinois University College of Law earning a Juris Doctor degree in law. Her office is located at 100 W. Wisconsin Ave., Neenah.