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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Jeff Supple, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢ professional

608-849-2706

Jeff serves the Waunakee, Middleton, Madison, and Oregon offices. Retirement saving, income planning, investment management, small business retirement plans and legacy planning are his core areas of focus.

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Paul Zander

CERTIFIED FINANCIAL PLANNERâ„¢ professional

608-798-5934

Paul serves our Cross Plains, Belleville, New Glarus, Verona, Mount Horeb & Black Earth offices. Paul has worked for over 15 years with many families, businesses & individuals, helping them pursue their financial goals.

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Christine Sperry, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢ professional

608-835-1247

Christine joined State Bank of Cross Plains in 2019 after the merge between UB&T and SBCP. She has been in the industry since 2002. Christine’s primary focus on client relations management recently transitioned her in the Advisor...

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Rachel Kleven, FPQP(R)

Operations Manager Marketing Specialist

608-835-1240

Rachel joined State Bank of Cross Plains in 2019 after SBCP and Union Bank & Trust Company joined forces. She has been in the Financial Services Industry since 2006 and in Customer Service Management for over 20 years. She is a...

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Kristen works with Jeff Supple as a Client Services Coordinator to service our Waunakee, Madison, Middleton and Oregon offices. Kristen is knowledgeable in bank products and services in the Financial Advisory department.

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Stacy started her career with SB Financial Services in 2019 after the merger between SBCP and Union Bank & Trust Company. She has been in the industry for over four years and is responsible for supporting, scheduling, and performing...

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Nick Larsh

Client Services Coordinator

608-798-5219

Nick has been in banking since August of 2020. He started as a Personal Banker, was quickly promoted to Personal Banking Specialist and now joins the team at SB Financial Services as a Client Services Coordinator. Nick graduated from...

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