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Showing 121 to 130 of 954 results for Buying a Home

  • Location, Location, Location

    Wealth Portfolio Manager Kelsey Ellsworth, CFA shares that in addition to asset allocation mix, it is just as important for our investment team to consider which types of assets are best suited for each account type to boost returns and maximize tax savings.

  • Nichole Berger Mortgage Loan Officer

    As Mortgage Loan Officer, Nichole is a trusted financial professional focused on providing a quality experience for her clients. With her strong attention to detail and ability to anticipate future needs, Nichole’s goal is to exceed clients’ expectations and help them feel confident and informed as they navigate one of life’s biggest financial decisions. Using her vast experience in banking, she enjoys building meaningful, long-term relationships with her clients.

  • Bond investors: Be a Prudent Pig, not a Yield Hog

    Johnson Financial Group's Brian Schaefer discusses the current state of the markets for those inclined to focus on income and total returns. 

  • How to Budget for a House: A Guide for Wisconsin Homebuyers

    Struggling to budget for a house? We break down what's in your payment, the levers you control and how to keep it affordable for the long haul.

  • Meliza Munoz Senior Relationship Banker

    As Senior Relationship Banker, Meliza assists clients with their banking needs based on their personal goals and objectives. She has extensive experience providing clients with a variety of financial solutions, including personal loans and deposit accounts, estate and trust accounts and small business accounts. Meliza’s goal is to ensure clients are confident in their financial future. She actively listens to each individual to discover new financial needs and advise them based on their unique story.

  • Maxwell Svarz Mortgage Loan Officer

    As Mortgage Loan Officer, Maxwell brings a relationship-first approach to home financing. He enjoys getting to know his clients on a deeper level to understand the full picture and what their life goals are, not just what they're trying to accomplish today, so he can determine the best possible loan solution for their unique situation. Maxwell follows an upfront and transparent approach from the beginning, ensuring his clients feel informed and confident throughout the entire lending process.

  • Dawn Merritt VP Senior Mortgage Loan Officer

    Trust is a huge part of choosing your mortgage lender. Dawn has earned the reputation of integrity with her past clients and business partners. As Vice President, Senior Mortgage Loan Officer, her customer-centered approach and take-charge personality are what clients see. Behind the scenes is Dawn's strong legal and real estate sales background — expertise that benefits her clients. Dawn truly enjoys finding ways to help clients realize their dreams of owning a home or to reduce their debt to achieve financial freedom.

  • Heather Ebeling VP Mortgage Field Manager

    As Vice President, Mortgage Field Manager, Heather is committed to learning about your unique financial situation to best meet your needs and help you improve your finances. She will provide you with loan options so you can make an educated decision. From application, to closing and long after, Heather is dedicated to providing you with an exceptional experience. Whether you are looking to purchase a new home, build the home of your dreams or refinance, she looks forward to helping you.

  • Retirement Budgeting: How to Build a Plan That Lasts

    Discover how to create a sustainable retirement budget that covers essential expenses and maintains financial security.

  • Hannah Milbradt AVP Senior Mortgage Loan Officer

    As Assistant Vice President, Senior Mortgage Loan Officer, Hannah is committed to guiding her clients through the home financing process with clarity and confidence. With a genuine passion for helping first-time homebuyers and those interested in construction loans, she takes the time to understand each client’s unique needs and goals, ensuring that every step of the journey is as smooth and stress-free as possible. Her approachable and attentive style, combined with her strong communication skills, makes her an invaluable partner in achieving your homeownership dreams.
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