Legacy Private Trust Company, an independent trust and wealth management firm, has announced several employee promotions and appointments. These advancements reflect the hard work, dedication, and significant contributions these individuals have made to Legacy Private Trust Company.
Michael Mahlik, President of Legacy Private Trust Company, congratulated these employees: “At Legacy, we are committed to fostering a professional and supportive environment where growth, respect, and open communication thrive. These employee promotions and appointments reflect our dedication to maintaining a strong, knowledgeable team that ensures our clients receive consistent and superior service. We are grateful for their hard work and commitment to Legacy’s mission.”
Teresa M. Pavelsky has been appointed as an Assistant Trust Officer. Teresa, an experienced professional in administrative and trust operations, joined Legacy as a Client Representative in 2016. A graduate of Stratford Business School, she earned her credentials as a Medical and Administrative Assistant and has applied her expertise throughout a 35-year career in trust administration.
Nick D. Kewley has been appointed as an Assistant Trust Officer. He joined Legacy in 2019 as a Trust Support Services Assistant and now serves as an Assistant Trust Officer. In his current role, he supports client relationships and manages account administration. Before joining Legacy, Nick earned a bachelor’s degree in Rehabilitation Psychology from the University of Wisconsin – Madison.
Suzanne C. Dennis has been promoted to Assistant Vice President. As AVP, Compliance & Project Management she has over 20 years of experience in the financial services industry. Suzanne joined Legacy in 2011 and holds both the Certified Trust and Financial Advisor (CTFA) and Certified Securities Operations Professional (CSOP) designations.
Tammy M. Ross has been promoted to Assistant Vice President. As AVP, Trust and Financial Advisor, she has over 25 years of experience in trust administration. She holds a bachelor’s degree from the University of Wisconsin—Oshkosh, an MBA from Lakeland University, and certifications, including CTFA and CRPP®. Committed to professional growth, she has also completed specialized training through the Cannon Financial Institute and the American Bankers Association Trust School.
Nicole T. Jones has been appointed Director of Investment Operations. Nicole joined Legacy in 2008 as a member of the investments department. She obtained her bachelor’s degree from the University of Wisconsin Oshkosh and has over 17 years of experience in the industry.
Kelly J. O’Shea has been appointed Director of Trust Operations. Kelly joined Legacy in 2014. With 28 years of administrative experience, Kelly has served clients from various departments in the company, making her a seasoned professional. She holds a bachelor’s degree in Business Administration and Human Resources from the University of Wisconsin – Oshkosh and the Certified Trust and Fiduciary Advisor (CTFA) designation.
Paul A. Griesbach has been promoted to Vice President. Paul joined Legacy in 2015, bringing over 20 years of investment experience from an institutional investment advisor in the Upper Midwest. Specializing in risk analysis and quantitative portfolio management, he has a strong analytical background. He holds a bachelor’s degree in finance from the University of Wisconsin – Oshkosh and is a Certified Investment Management Analyst® designee.
Rachel K. Wolf has been promoted to Vice President. Rachel has over 17 years of experience in fiduciary income tax preparation and estate and trust settlement. She studied Economics and Politics/Government at Ripon College and earned her law degree from Valparaiso University School of Law. Rachel attributes her success to her mentors, who instilled in her the importance of expertise and exceptional client service.
Ranee H. Bahn has been promoted to First Vice President. Ranee joined Legacy in 2014 with over 18 years of experience in trust operations, compliance, and risk management. She oversees internal audits, risk assessments, and compliance processes, drawing from her background as a Client Services Manager, Trust Operations Manager, and Compliance Manager at Wisconsin-based regional banks. Ranee has completed the Personal Trust School at Cannon Financial Institute and holds the Certified Fiduciary & Investment Risk Specialist (CFIRS) designation.
Lisa G. Kewley has been promoted to Senior Vice President. A founding member of Legacy in 2004, Lisa has over 37 years of experience working with high-net-worth individuals and families. She holds a bachelor’s degree from the University of Illinois at Champaign-Urbana and is a graduate of the National Trust School at Northwestern University. Lisa leads Legacy’s financial initiatives focused on serving women. She is a member of the Fox Valley Estate Planning Council.
Gregory S. Hansen has been promoted to Senior Vice President, Managing Director. Greg joined Legacy in 2017, bringing over 18 years of industry experience, and is currently SVP, Managing Director of Trust Investments. He holds a bachelor’s degree in Finance, Investment, and Banking from the University of Wisconsin–Madison. Gregory is also a Chartered Financial Analyst ®(CFA®).
Candy H. Thurs has been promoted to Senior Vice President, Managing Director. Candy joined Legacy in 2020, bringing over 15 years of experience in private wealth management. As SVP, Managing Director Corporate Support Services, she focuses on exceptional client service, oversees Legacy’s marketing efforts, financial planning, corporate support services, and leads the Wealth Associate Program. Candy holds a bachelor’s degree in business administration, economics, from Auburn University and holds the Certified Trust and Fiduciary Advisor (CTFA) and Certified Wealth Strategist (CWS®) designations.
About Legacy Private Trust Company
Legacy Private Trust Company, headquartered in Neenah, Wisconsin, is a boutique, independent trust and wealth management firm with over $2.3 billion* in assets under management and care. The firm’s expert and highly credentialed team includes Chartered Financial Analysts®, CERTIFIED FINANCIAL PLANNERS®, Certified Trust and Fiduciary Advisors, attorneys, and tax experts. These teams offer personalized trust and investment services to fit each client’s unique financial goals, challenges, priorities, and realities. Legacy Private Trust Company serves clients in Wisconsin and throughout the United States from its offices in Neenah, Oconomowoc, Madison, and Wausau. Learn more at www.lptrust.com.
*as of 02/14/2025
