Kelly Savatski

Ms. Kelly Savatski is a Vice President & Senior Portfolio Manager at Waukesha State Bank.
She works closely with all divisions of the organization, including investment management, trust and retirement plans.
She serves each of these divisions in researching and constructing, educating, implementing and monitoring portfolios, as well as partnering with our outside advisor platform to meet the long-term financial needs of our clients.
She is also a long-term member of the Waukesha State Bank Wealth Management Investment Subcommittee.
She has over 30 years of experience in the financial services industry, with more than 20 of those years working in investment advisory services.
She has extensive experience with fiduciary investment management, individual financial planning and investment management of individual, trust, retirement and institutional accounts.
She received her undergraduate degree from the University of Wisconsin.
She is a Certified Financial Planner Professional and an Accredited Investment Fiduciary.