To Your Wealth!

Working with a Tri City Investment Services advisor can help make your dreams a reality.

We begin each relationship by listening. Once we understand your finances and goals, our experienced, local advisors will build a personalized plan to help achieve them. But implementation is just the start. We’re here to keep you on track and will work to make any necessary adjustments.

From short-term savings to long-term retirement and beyond, our advisors are always here to help!

Investment Products & Services

Our financial advisors have access to an extensive array of products and services. Let us help you with:

  • Financial reviews
  • Retirement planning
  • IRAs, rollovers, transfers
  • Fee-based advisory options
  • Mutual funds
  • Education planning
  • Insurance-related products
  • Bonds
  • Stocks
  • Annuities

Registered Offices

Our advisors work from these two registered offices:

Oak Creek Tri City National Bank
6400 S. 27th St.
Oak Creek, WI 53154

Racine Tri City National Bank
2704 Lathrop Ave.
Racine, WI 53405

Greg Britsch
Greg Britsch P: 414.761.1610 Email Greg
Bobbie Lewis
Bobbie Lewis P: 262.554.5542 Email Bobbie
Brian Jansen
Brian Jansen P: 262.554.5805 Email Brian
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