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Patti Chase

Patti Chase

SVP Wealth Advisor

CTFA, CWS

Tel: (920) 433-7133
Fax: (920) 433-7151
318 S. Washington Street, Suite 100
Green Bay, WI 54301
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A broad range of experience to assist my clients in attaining their goals.

As Senior Vice President, Wealth Advisor, Patti works with a team of knowledgeable portfolio managers, private bankers and other advisors to provide customized wealth management strategies. She uses her broad range of experience to introduce personalized financial and estate planning concepts to individuals and their families.

Experience

  • Bachelor's degree from Lakeland College
  • More than 28 years of wealth management experience
  • Joined Johnson Bank in 2014
  • Certified Trust and Financial Advisor (CTFA) Certified Wealth Strategist (CWS)

Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.

Ask Me About

  • Wealth Strategy
  • Retirement and Financial Planning
  • Investments

Community Involvement

  • Involved with many professional activities, memberships and committees in the Green Bay community and enjoys participating in local Charity Events
  • Member of the Green Bay Estate Planning Forum and the Estate Planning Council of Northeast Wisconsin 

  • I built my veterinary practice by making relationships a priority. Of utmost importance was our financial and banking relationship.  I found an exceptional partner and advisor in our commercial banking lending team at Johnson Financial Group. They took time to learn the business and approached the advisory role as if they were looking out for the best interests of The Animal House, almost as if it were their own entity. They tailored their approach to align with my personality and work style. This is the essence of what Johnson Financial Group brings to the relationship, respect for the client and integrity in business dealings.

    Dr. Pat Warpinski

    Private Banking and Wealth Client, Green Bay

  • When we moved our accounts to Johnson Financial Group, I really noticed a culture shift. It didn’t feel corporate, rather it felt like we were working with neighbors and friends. Even though I’d had good banking relationships before, this was completely different. It’s been easy to work with JFG—I can’t emphasize that enough. Our approach has always been to find the best possible partners and lean into their advisory skill sets. This requires a high level of confidence and trust. We now have this financial team—across wealth management, banking and trusts—who we can call when we have a big decision to make. If you’re looking for a partner who’s truly going to look out for your best interests, look at JFG.

    Collette LaRue

    Private Banking and Wealth Client, Green Bay

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