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
Because what matters to you, matters to us. Learn more
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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 –
Plan for your future with confidence.
Whether you are just starting to save, ready for retirement, or anywhere in between, we can help you realize the retirement you’ve always imagined.
Take care of your loved ones.
Your family's needs are important. Understand the steps you can take today to create a secure financial future for you and those you love most.
Understand how your career goals and finances intersect.
Our team is uniquely positioned to partner with you as you prepare financially for the unexpected and evaluate options should you change jobs, start a business or otherwise need to protect your income.
Execute on your long-term business strategy.
Smart advice and inspirational ideas from experts to help you plan the big decisions for your company or organization.
Find the mortgage that fits your needs.
Whether you are relocating to a new community, refinancing, building or buying a home, we’ll guide you through the home financing process. As your trusted advisor, our focus is on finding the mortgage that fits your needs so you can focus on finding your perfect home.
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 STORYJohnson Financial Group and its subsidiaries do not provide legal or tax advice.