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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 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 

Check the background of our investment professionals on FINRA's BrokerCheck.

 

Help Us Get to Know You

What You Can Expect from Our Team

Local Partners

Count on a go-to team of advisors in your own community – here when and where you need us.

Concierge Service

Simplify managing your investments and financial plan when you work with a dedicated team of advisors.

A Comprehensive View

We approach your finances from multiple angles, so you don’t have to worry about missing a thing. With a full-service team on your side, every aspect of your financial life will be considered.

Personalized Solutions

We go beyond the surface of your finances to uncover a deep understanding of you, your goals and how you can overcome challenges and maximize opportunities. From there, we’ll match you with investment strategies that are unique to you.

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 a tailored financial approach and ongoing advice to ensure your plans stay on track.

Together, we’ll help you –

Plan for your future with confidence.

A financial plan can help define how your income and assets can provide for a lifetime of happiness and your retirement. Our advisors can keep you centered on your plan when faced with market downturns or enticing spending opportunities.

Take advantage of specific strategies to help meet your goals.

Whether your retirement is soon approaching or several years down the road, the advantages of an IRA can give you confidence as you prepare.

Select strategies based on your risk tolerance

Partner with one of our advisors to select the investment strategies to best fit your financial planning goals. We will work with you to develop a strategy based on your goals, risk tolerance and timeline.

Help add more certainty to your financial plan

Looking to add more certainty to your financial planning? Whether you’re saving for retirement or already retired, annuities may be appropriate for you.

Get to Know Our Team

Southeast Wisconsin Johnson Financial Group Financial Advisors Team

Local Strength & Stability: More than 50 years serving WI

Certifications:AIF® CWS® CFP® designations 

Average Years of Experience: 20+ years

Specialties: Retirement and Financial Planning, IRAs, Annuities, Stocks, Bonds and Funds

As a privately held family-owned business, we are uniquely positioned to help you uncover and craft your story.

Connect with us to learn more! 

This information is for educational and illustrative purposes only and should not be used or construed as financial advice, an offer to sell, a solicitation, an offer to buy or a recommendation for any security or investment. All information presented is considered accurate at the time of publication but no warranty of accuracy is given and no liability with respect to any error or omission is accepted. Charts and graphs, in and of themselves, should not be used as a basis for investment decisions. Past performance is not a guarantee of future results.

Complementary investments introduce risks that are different from more traditional investments and may require certain investor qualifications. These risks include more speculative strategies that may increase volatility and the risk of investment loss, illiquidity, lack of pricing or valuation information, complex tax structures and delays in distributing important tax information. Additionally, complementary investments often have more complex and higher fee structures than traditional investments. Higher fees reduce investor returns.

Johnson Financial Group is the parent company and brand name for its subsidiaries, Johnson Bank, Johnson Wealth Inc., and Johnson Insurance Services, LLC. Additional information about Johnson Wealth Inc., a registered investment adviser, and its investment adviser representatives is available at https://www.adviserinfo.sec.gov/. Johnson Financial Group and its subsidiaries do not provide legal or tax advice.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC)Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are: 

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value