Personal Attention. Team Approach.
You need someone who understands your financial story, along with a team who can guide it forward.
We See the Big Picture
Your financial goals are personal. We get to know you, your family, lifestyle, and future goals to help you plan for today and years down the road.
When you work with our team of experienced private banking and wealth management advisors, you’ll have confidence knowing decisions are made with your entire financial life in mind.
Take your next step in confidence, as you -
- Set financial goals for you and your family
- Prepare for changes in your career or business
- Prepare for and transition to retirement
- Protect your assets and your loved ones
What You Can Expect from Our Team
We Help You Make Life Happen
Whether you’re welcoming a new grandchild, considering a second home, navigating your retirement timeline – or anything in between – you will understand how the next chapter fits into your financial plan.
As your needs shift and your assets grow more complex, your dedicated team can provide you with tailored financial solutions and ongoing advice to ensure your plans stay on track.
Together, we’ll help you –
Get to Know Our Team
Local Strength & Stability: More than 50 years serving WI
Certifications: CWS® CFP® CFA® CTFA® designations along with advanced degrees
Average Years of Experience: 20+ years
Assets Under Administration: $14 billion
Specialties: Wealth Strategy, Retirement and Financial Planning, Business Succession Planning, Estate Planning, Cash Management and Borrowing Solutions
As a privately held family-owned business, we are uniquely positioned to help you uncover and craft your story.
Interested in learning more?VIEW OUR STORY
Johnson Financial Group and its subsidiaries do not provide legal or tax advice.