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Showing 121 to 130 of 297 results for Succession

  • Brooke Harycki VP Private Banking Certified Wealth Strategist®

    As Vice President Private Banking, Brooke combines her deep financial knowledge of banking and lending with her ability to make every client feel genuinely valued and understood. She approaches Private Banking with precision, intentionality and a concierge-level commitment to each client's unique goals. She is a trusted partner who’s invested in helping elevate her client’s financial lives.

  • Meghan Marciniak VP Private Banking

    As Vice President, Private Banking, Meghan assists affluent clients with creative solutions for their personal banking and wealth management needs. She partners with teams across Johnson Financial Group to provide her clients with a comprehensive strategy to manage their entire financial picture. With a diverse background in business and finance, she uses her unique skillset to build trusted relationships through a lighthearted approach. Knowing that every financial story is unique, Meghan takes time to understand and navigate each client’s individual needs with the highest level of care.

  • Ed Blaney SVP Private Banking Area Manager

    As Senior Vice President, Private Banking Area Manager, Ed leads a team of private bankers who serve clients throughout Wisconsin. He collaborates with his team to provide an exceptional client experience and identify opportunities to help every individual with their financial needs. Ed is passionate about putting clients at the center of everything he does. His goal is to listen and learn as much as he can about each client and their family, providing recommendations that are truly helpful in achieving their financial goals.

  • Becky McClelland AVP Private Banking

    As Assistant Vice President, Private Banking, Becky is a dedicated partner who goes above and beyond to help clients achieve their financial goals. With a deep commitment to personalized service, she understands each client's story is unique. She provides the highest level of care along with tailored recommendations and solutions to meet her clients' evolving plans.

  • Do you need an estate plan? No, but you want one.

    This is part of an ongoing series of articles about estate planning and succession planning, written by Joe Maier, JD, CPA, Senior Vice President, Director of Wealth Strategy

  • Steve Sosnowski SVP, Commercial Real Estate Regional Manager

    As Senior Vice President Commercial Banking Regional Manager, Steve oversees the origination and management of Commercial Real Estate loans for developers and investors in the Madison area. With an extensive background in Commercial Real Estate, he possesses in-depth knowledge in derivatives, LIHTC lending and various asset classes within the sector. Steve is committed to a client-centered approach, prioritizing tailored solutions and strategic support to meet the unique needs of each developer and investor he works with.

  • Luke Kasten SVP Private Client Services Relationship Manager

    As Senior Vice President, Private Client Services Relationship Manager, Luke draws on his 18 years of wealth management experience to assist his clients. He’s dedicated to helping clients navigate their unique financial needs. His specialty is providing customized banking and lending solutions to create peace of mind and help his clients achieve their financial dreams. Luke focuses on a collaborative approach, leveraging the knowledge and resources from a team of banking and wealth advisors.

  • Zach Osman VP Private Banking

    As Vice President Private Banking, Zach manages clients’ financial circumstances and delivers personalized financial solutions and services to align with their unique needs and goals. With a focused approach, he ensures his advice is backed by a clear understanding of the “why” behind it. Zach values the importance of building close relationships with his clients, fostering an environment of honesty, transparency and open communication.

  • Chad Welwood VP Private Banking

    As Vice President, Private Banking, Chad serves as the main point of contact for his clients’ private banking needs. He gets to know each client personally to find out what is most important to them and their family. By listening to their short and long-term financial goals, Chad provides tailored solutions to help individuals and families plan for life’s various stages.

  • Kim Jankowski VP Private Banking

    As Vice President, Private Banking, Kim designs comprehensive financial solutions for individuals and families. With a keen eye for detail and a commitment to excellence, she ensures each client receives personalized advice tailored to their unique needs. Kim’s expertise in personal banking, wealth management and complex financial situations, enables her to help clients achieve their financial goals with precision and care. Through strategic planning and proactive relationship building, Kim strives to exceed expectations and cultivate lasting financial legacies.
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