First Business Bank

About / Team

Stephanie Gates

Trust Operations Officer

Stephanie Gates

About Stephanie

Stephanie Gates joined the Private Wealth Team at First Business Bank in 2018 as a Assistant Trust Officer - Operations and shortly thereafter in 2019 she was promoted to Trust Operations Officer. Stephanie has over 27 years of financial experience including retail and commercial loan review, private banking, and personal trust & estates.

Stephanie graduated from UW-Madison with bachelor's degree in Economics. In her free time, Stephanie enjoys traveling, gardening, cooking, baking, reading, and watching the Badgers play.

Coins placed in jar

Podcast

Pros And Cons Of Paying Off Debt Vs. Investing

Are you struggling with deciding between paying off debt or investing your earnings? It's a common dilemma, and one that
woman at desk looking through papers

Podcast

Managing Finances After Losing A Spouse

After losing a spouse, survivors are often faced with many tasks and financial decisions while in the throes of grief.
Young married couple signing papers after consulting with a professional CPA

Article

The Value Of A Professional Trustee

One of the most important decisions an individual makes during the estate planning process is to choose a trustee to