GREEN BAY, Wis. – July 29, 2015 – Jason Wilke has been promoted to senior vice president, director of personal trust services with Associated Private Client Services where he leads the management teams for Personal Trust in all markets, focusing on development and growth strategies.
Wilke brings 18 years of personal financial planning and fiduciary services experience to this role. He joined Associated in 2002 and most recently held the position of regional trust manager. Wilke earned his undergraduate degree in finance from the University of Wisconsin – Whitewater and Master of Science degree in personal financial planning from the College for Financial Planning in Denver, Col.. He holds the CERTIFIED FINANCIAL PLANNER™ and Certified Trust and Financial Advisor designations.
Professionally, Wilke serves as member of the Green Bay Estate Planning Forum, Estate Planning Council of Northeast Wisconsin, Financial Planning Association, and Institute of Certified Bankers. He is an active member of the community, currently serving as board member with the Children’s Museum of Green Bay, treasurer with the Rotary Foundation of Green Bay, and member of the Rotary Club of Green Bay.
Wilke’s office is located at 200 N. Adams St.