Skip to content
Colleen Aegerter

Dedicated wealth management professional committed to client success.

Colleen Aegerter, a skilled Wealth Fiduciary Assistant, effectively manages various client needs. Whether it's handling wire transactions, fund transfers or distribution requests, Colleen ensures that each task is executed with precision and efficiency. Additionally, she meticulously tracks and maintains insurance policies, processes payments and promptly addresses client inquiries. Colleen's friendly and approachable demeanor fosters a welcoming and comfortable atmosphere for every client she engages with.


  • Started working in trust tax and wealth management in 2016
  • Joined Johnson Financial Group in 2023
  • Brings a diverse background encompassing office management and in-home therapy for autistic children

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 Johnson Financial Group and its affiliates don't provide legal or tax advice. Please consult your own professional advisors.

Community Involvement

  • Lifelong resident of Southeastern Wisconsin
  • Supports St. Jude and the American Cancer Society’s Relay for Life

Request an Appointment

Thank you for your message, we will be in touch shortly.