Phil Whitehead, CPA, CExP™, CFP®

SVP, Market President

Phone: 608-713-1997

Mobile: 608-290-8227

Location:

2525 Milton Avenue, Suite 100

Janesville, Wisconsin 53545

Phil carries nearly three decades of expertise and proficiency in developing commercial banking relationships aided not only by his years of experience in the industry, but also by being a licensed CPA and Certified Financial Planner.

He knows the southern Wisconsin region intimately, having spent a majority of his banking career working and living in Rock County. He has a long history of helping clients develop their business to its fullest potential by providing solid advice and banking services geared to attaining specific goals. His areas of expertise include risk management, campgrounds & RV park financing, manufacturing, business acquisition, lean principles, accounting, and succession planning. 

Phil earned a Master of Science Degree with an emphasis in Accounting and a Bachelor of Business Administration Degree with an emphasis in Marketing from UW – Whitewater. He received an Associate Degree from UW – Rock County.

Civic involvement has always been one of Phil’s priorities. His volunteer efforts include a Board membership with the Blackhawk Technical College Foundation and SSM St. Mary’s Janesville Hospital Foundation. In addition, he is a member of the Janesville Kiwanis Club and Downtown Janesville Incorporation. Phil formerly served as Board member for Forward Janesville, the Junior Achievement Board of Rock County, and the Green County Development Corporation. Phil and his wife, Lisa, have lived in the Janesville/Milton area for the past 15+ years, where they raised their four children and enjoy spending family time.