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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

CERTIFIED FINANCIAL PLANNER™

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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Jeff Collins

CERTIFIED FINANCIAL PLANNER™

608-490-2231

Jeff joined the State Bank of Cross Plains in 2019 after SBCP and Union Bank & Trust joined forces. Since 1981, Jeff has dedicated his career to providing trusted professional advice and support in the areas of Investment & Asset...

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Paul serves our Cross Plains, Verona, Mount Horeb and Black Earth offices. With over 10 years of industry experience, Paul has worked with many families, businesses and individuals, helping them pursue their financial goals.

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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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Alex Pudlo

CERTIFIED FINANCIAL PLANNER™

608-490-2236

Alex joined State Bank of Cross Plains in 2019 as a result of the SBCP, UB&T merger. Alex provides valuable professional advice in the Investment and Insurance Industry including but not limited to; Asset Allocation, Insurance & Risk...

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Rachel Kleven

Client Services Manager, Licensed Insurance Agent

608-490-2239

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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Jason assists Paul in serving their clients in a number of behind-the-scenes capacities. He works out of our Cross Plains location and is available to answer any questions you may have.

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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 two years and is responsible for supporting, scheduling, and performing...

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