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Showing 121 to 130 of 556 results for Planning

  • Financial Solutions for Pilots

    Helping pilots and their families plan a comfortable and confident retirement since 1997.

  • Taming College Tuition Bills

    VP Wealth Advisor Karla Losey shares practical insights in Brava Magazine on navigating rising college tuition costs, including strategies for saving early, leveraging multiple funding sources, and building a realistic college plan.

  • Joel Bailey, CTFA SVP Wealth Advisor

    As Senior Vice President, Wealth Advisor, Joel assists clients in the areas of asset management, retirement planning, estate planning and trust administration. He also works closely with local businesses to design investment solutions for their corporate retirement plans.

  • Sam Anhalt AVP Wealth Advisor

    As Assistant Vice President Wealth Advisor, Sam creates financial strategies that align with their goals after diving deep into what matters most to you. With years of experience guiding clients through both wealth building and retirement, he knows the questions to ask before you even think of them. Whether you're facing a major financial decision or mapping out your long-term future, Sam cuts through the complexity with empathy and precision.

  • Timothy Foht SVP Portfolio Manager

    Tim is a good listener and shares a genuine interest for his clients’ needs. As Senior Vice President, Portfolio Manager, Tim uses a consultative planning approach to design and implement investment strategies for personal, institutional and corporate accounts. Tim draws on his investment experience to create tailored solutions designed to meet each client’s unique needs.

  • Noah Recker Wealth Portfolio Analyst

    As a Wealth Portfolio Analyst, Noah manages client portfolios through meticulous rebalancing to ensure alignment with their tailored Investment Policy Statements. With a focus on tax efficiency, he navigates capital gains to minimize their impact, maximizing returns for his clients. Noah's approach is characterized by patience, in-depth knowledge and a positive outlook.

  • Getting Divorced

    If you are contemplating or in the midst of a divorce, don’t forget a critical component of your foundation moving forward – your personal financial plan.

  • Starting a Family

    Are you starting or expanding your family? Let us guide you through planning a sound financial future for you and your growing family.

  • Pilot Resources

    Meet Johnson Financial Group's Pilot Program Advisors.

  • Nathan Niewinski Financial Advisor AVP, Johnson Financial Group Financial Advisors

    As Assistant Vice President, Financial Advisor, Nathan Niewinski delivers comprehensive financial planning and investment analysis across retirement, taxes, cash flow, debt and business planning — always with a relationship-first approach. He stays proactive through regular client reviews, thorough preparation and diligent follow-up, ensuring every recommendation is tailored to each client’s unique situation. Nathan’s goal is to be the financial quarterback his clients turn to first, knowing he always has their best interests at heart. He brings positivity to every interaction, helping clients stay focused and confident even during periods of financial uncertainty.
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