Search Results
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Jon C. Donahue SVP Private Client Services Relationship Manager Certified Wealth Strategist®
As Senior Vice President, Private Client Services Relationship Manager, Jon serves as a holistic advisor to affluent professionals and business executives throughout Greater Milwaukee. He translates his knowledge of wealth management into solutions for his clients’ business and personal financial needs. Focusing on the unique goals of each individual and family, Jon presents creative ideas and solutions to complex problems. He is dedicated to developing meaningful, lasting relationships as a trusted advisor throughout every stage of a client’s financial life cycle. -
Jennifer Mistretta VP Private Client Services Relationship Manager
As Vice President Private Client Services Relationship Manager, Jennifer ensures clients reach their financial aspirations by assembling a dedicated team of experts. Together, they guide clients in clarifying and articulating the impact they wish to have on the people and organizations that matter most to them. This team then crafts a tailored plan to help clients achieve their goals with confidence and precision. Jennifer follows a collaborative and customer-centric approach with a commitment to building deep relationships and providing customized solutions. -
Laura Wolfgram VP Private Client Services Relationship Manager
As Vice President Private Client Services Relationship Manager, Laura works closely with clients to understand their unique financial goals and craft strategies to achieve them. Laura's approach centers on building lasting relationships based on trust, transparency and proactive communication. Her flexible, responsive style ensures clients receive personalized strategies rather than one-size-fits-all solutions. -
Chuck Salzwedel SVP Private Client Services Relationship Manager Certified Wealth Strategist®
As Senior Vice President, Private Client Services Relationship Manager, Chuck focuses on helping clients meet their goals and objectives through a holistic approach to personal finance. By being a good listener and sharing a genuine interest for his clients’ needs, Chuck believes the best financial recommendations and solutions come from devoting the time up front. With a solid understanding of the complex issues associated with wealth, Chuck translates this knowledge into solutions as clients go through different life stages. -
Jackie Ruppel SVP Private Client Banking Leader Certified Wealth Strategist®
As Senior Vice President, Private Client Banking Leader, Jackie manages Johnson Financial Group's Private Client Banking team. Alongside her team, Jackie is dedicated to helping clients navigate their complex financial needs and provides customized solutions to help them achieve their financial goals. Jackie emphasizes a collaborative approach, leveraging the expertise and resources of bank and wealth advisors. As a Certified Wealth Strategist®, Jackie draws upon her extensive financial knowledge in banking and lending to guide her teams and deliver valuable solutions for clients. -
Natalie Klika AVP Private Banking
As Assistant Vice President, Private Banking, Natalie partners with a team of knowledgeable financial professionals to provide exceptional service and help clients achieve their goals. She works with clients to understand their unique financial picture and provides tailored solutions to meet their needs. -
Mark Rose VP Private Banking Certified Wealth Strategist®
As Vice President, Private Banking, Mark develops long-term, meaningful relationships with those he serves. Taking a holistic view of your personal finances, Mark makes sure that your money is working as hard for you as you work for it. Holding himself to a high standard of accountability, he acts with a sense of urgency and provides detailed solutions to help you achieve your financial goals. Mark goes above and beyond to truly understand your passions, aligning himself with you and your family members to be your “go to person” and trusted advisor. Many clients even view him as an extension of their own family. Through a disciplined and strategic approach, Mark coordinates services and builds a team of specialists to focus on the unique needs of you and your family. He helps his team create a financial plan based on where you are today and where you want to be in the future, identifying gaps and suggesting solutions to fill those gaps. This is not a “set and forget” strategy, but a fluid plan that is monitored and reviewed with you on a regular basis. -
Jon Wangerin SVP Private Banking Area Manager Certified Wealth Strategist®
As Senior Vice President, Private Banking Area Manager, Jon assists affluent clients and families to identify financial solutions and lending options that fit their specific needs. He and his team, focus on building long-term relationships and providing a high level of service to ensure you receive the best possible client experience. -
Selina Garcia VP Private Client Services Relationship Manager Certified Wealth Strategist®
As Vice President, Private Client Services Relationship Manager, Selina serves as a trusted advisor to her clients, simplifying complex financial matters and helping them preserve and grow their wealth. She partners closely with internal teams, like commercial, mortgage and wealth management, to deliver a holistic approach that ensures clients receive the highest level of service. Selina follows a highly personalized, proactive and relationship-focused approach by taking the time to understand each client’s unique goals so she can provide tailored solutions to fit their needs. -
Mary Wallisch VP Private Banking Certified Wealth Strategist®
As Vice President, Private Banking, Mary's focus is on helping clients achieve their financial goals by truly understanding what is most important to them. As a Certified Wealth Strategist®, she builds strong relationships with her clients, working with them as a trusted advisor and providing tailored solutions for their unique financial needs.