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Showing 91 to 100 of 297 results for Succession

  • Notable Commercial Banking Leaders: Thomas Moore

    As the commercial banking manager in the southeast Wisconsin region for Johnson Financial Group, Thomas Moore has played an instrumental role in the overall success of the regional team, said Kyle Vitkus, vice president of commercial banking.

  • Business Leader of the Year: Karla Krehbiel

    Discover more about Regional President Karla Krehbiel and the factors that have contributed to her success in both business and community service.

  • Business Leader of the Year Helen Johnson-Leipold leads big parts of the Johnson family business

    Ask Helen Johnson‐Leipold about success, and she is quick to steer the conversation toward the people who work at the businesses she leads

  • Al McIlwraith VP Private Banking Certified Wealth Strategist®

    As Vice President, Private Banking, Al works directly with his clients to address all aspects of their financial life, from day-to-day banking and lending needs to longer term wealth management objectives. He has worked in the financial services industry since 1987 and brings diverse experience.

  • Heidi Rollin Private Banking Officer

    As a Private Banking Officer, Heidi builds meaningful connections with her clients by understanding their unique financial stories and goals. Heidi excels in navigating complex financial situations, always striving to exceed client expectations. Her approach is both thorough and empathetic, ensuring her clients feel supported and valued every step of the way.

  • What the Movie Soul Teaches Us About Planning

    Soul, in the guise of a children’s movie, is a wonderfully deep exploration of the meaning of life. A truly meaningful, happy life focuses not on achievement, but rather on fulfillment. Stated another way, a life filled with goals and achievement, without any meaning or joy attached to those goals, is not a life to be celebrated but rather one to be pitied. At the end of the day, people whose life is lived in blind adherence to a checklist of external expectations of success are destined to fail by succeeding.

  • Joshua Legan VP Private Banking Relationship Manager

    As VP Private Banking Relationship Manager, Joshua distills complex financial situations into clear, executable strategies. Joshua’s patient, trust-based approach helps him understand their unique story before determining the right solutions for his clients. He builds partnerships rooted in problem-solving and genuine understanding.

  • Jason Wood SVP Business Banking Sales Manager

    As SVP Business Banking Sales Manager, Jason is committed to delivering exceptional service and tailored financial solutions to help businesses thrive. With a deep understanding of the unique challenges and opportunities in the business banking sector, Jason leads a dedicated team who is focused on building strong, lasting relationships with their clients. Jason approaches every relationship – whether with clients, associates or peers – with the same dedication and coaching mindset he applies to his youth sports coaching, always striving to uncover what motivates them and how he can best support their success.

  • Treasury Management

    We understand that efficiently managing cash flow is essential to your growth and success. Let us help you find a customized approach that works for your company.

  • We have a responsibility to be solution providers for our customers

    Jim Popp, president & CEO of Johnson Financial Group discusses his favorite success story, what failure he has learned the most from, what he believes is the most important responsibility to our customers and more with an interview with the BizTimes.

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