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Showing 131 to 140 of 297 results for Succession

  • Kathy Ciszewski SVP Private Client Services Relationship Manager CFP®, CEP®

    As Senior Vice President, Private Client Services Relationship Manager, Kathy strongly believes in the holistic view of personal finance and ensuring that each part works in unison to meet the goals and objectives critical for individual clients. Kathy concentrates her time on delivering exceptional service and executing and coordinating the delivery of comprehensive financial planning.

  • Finding Your Purpose In Retirement

    Discover how to find purpose in retirement with our insightful guide. Learn how to navigate this exciting new chapter and understand what to expect.

  • Shannon Garrity SVP Public Sector Banking

    As Senior Vice President, Public Sector Banking, Shannon collaborates with public entities to provide guidance, partnerships and financial tools that'll create efficiencies in support of their mission. Shannon enjoys getting to know people on a deeper level, which allows her to establish trusted relationships with clients. She has vast experience serving a diverse range of clients including government entities, school districts and utilities.

  • Mike Fitzpatrick SVP Commercial Real Estate

    As Senior Vice President, Commercial Real Estate, Mike is responsible for establishing Johnson Bank’s first commercial real estate production office in the Twin Cities market. He specializes in providing middle market clients with construction, bridge and term loans for properties including multi-family, retail, industrial, office, as well as hospitality.

  • John Buresh SVP Commercial Real Estate Regional Manager

    As Senior Vice President, Commercial Real Estate Manager, John and his team work hard to build and maintain relationships with clients including professional real estate developers and investors based in Southeastern Wisconsin. John likes to understand as much as he can about his clients’ needs. From there, he makes honest recommendations on the most appropriate solutions to fit their unique situation. John focuses on clients’ long term success, with a goal of becoming their longtime trusted advisor.

  • Justin Dahl SVP Institutional Advisor

    As SVP Institutional Advisor, Justin supports institutional clients across corporate, non-profit, public funds, insurance and healthcare sectors. He takes a personalized approach to understanding clients' unique needs, providing tailored guidance through institutional asset management and advisory services. By listening, assessing and responding to his clients thoughtfully, Justin fosters strong, lasting relationships that drive growth and success.

  • Michael Harms VP Business Banking

    As Vice President, Business Banking, Michael partners with a team of financial professionals dedicated to providing exceptional service for businesses and families throughout the local community. He specializes in developing strategic approaches tailored to each client's distinct financial objectives. Through a collaborative approach, Michael provides his clients with guidance and customized solutions designed to support their long-term financial success.

  • How Our Brains Sabotage Our Financial Planning – And What to Do about It

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

  • Starting Over After 50: The Realities of Gray Divorce

    Divorce is never easy, and it becomes even more complex when it involves long-term marriages. In this episode of Your Money. Your Mission., host Kelly Mould is joined by Anisa Dunn, Senior Fiduciary Services Manager at Johnson Financial Group, to provide insights about the challenges of “gray divorce”. 

  • Navigating Family Wealth

    Managing family wealth involves more than just financial planning; it requires a deep understanding of the emotional value behind these assets. Watch our video to learn how to navigate the complexities of emotionally resonant assets and preserve your family's legacy.

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