
Ron Lehmann
VP Director of Retirement Plan Services
CFP®, AIF®, PHR
10 E. Doty Street, Suite 320
Madison, WI 53703
Madison, WI 53703
Experienced financial professional focused on your long-term success.
As Vice President, Director of Retirement Plan Services, Ron leads a team of highly experienced financial professionals. Ron’s team believes in thinking differently by taking time to understand what makes each organization unique and developing customized solutions to achieve goals that are meaningful to both the plan sponsor and participants. With over 20 years of experience in the financial services industry, Ron is responsible for positioning his team for sustainable growth while providing an exceptional client experience through competitive product and service offerings.
Experience
- Graduate of the University of Wisconsin – Whitewater
- CERTIFIED FINANCIAL PLANNER professional, Accredited Investment Fiduciary®, Society of Human Resources Management Certified Professional
- Joined Johnson Financial Group in 2005
- 4 years as a chief operating officer for a large nonprofit trade association
Ask Me About
- Retirement Plans
Community Involvement
- Past member of WRA Foundation
- Club baseball Coach for 12 years
- Volunteer – Second Harvest Food Bank
- Volunteer – United Way