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Showing 151 to 160 of 556 results for Planning

  • Steven Reuhl SVP Wealth Sales Manager

    As Senior Vice President, Wealth Sales Manager, Steven leads a team dedicated to delivering tailored financial advice and solutions while continuing to serve clients directly. He draws on his wealth management background to help both his team and his clients navigate unique financial goals, risk tolerance and lifestyle aspirations to develop strategies that maximize wealth preservation and growth. Steve takes a proactive approach by staying current on industry trends and regulatory changes to keep his team informed and his clients well-advised. He believes in the power of collaboration and strong leadership to drive optimal outcomes and lasting, positive impact on the lives of those they serve.

  • John Keller, CWS®, CTFA SVP Wealth Advisor

    As Senior Vice President, Wealth Advisor, John works with a team of knowledgeable portfolio managers, private bankers and other skilled professionals to provide custom wealth solutions, incorporating personalized financial and estate planning concepts to individuals and their families. In addition, John works with nonprofit organizations to identify the organizations' investment objectives and develop an investment policy statement that addresses both current spending needs and long-term objectives.

  • Bryant Shurn Director of Wealth Services

    As Director of Wealth Services, Bryant oversees the firm’s advisory sales teams, strengthens growth strategies and supports initiatives to enhance client experience and sales performance across the wealth management business. He partners closely with his team to ensure client outcomes remain the center of every strategy. Bryant also plays a key role in developing his team and fostering a culture of collaboration and growth that positions the wealth team for long-term success.

  • Southwest Airlines

    Your Southwest Airlines 401(k) is the cornerstone to your retirement planning. The sooner you begin to create your financial and retirement plan, the greater your opportunity to retire successfully.

  • What are your financial priorities?

    No matter your situation, your financial success requires careful planning and professional guidance. Together, we’ll create a plan as unique as you.

  • Daniel Rolls Associate Financial Advisor Johnson Financial Group Financial Advisors

    As an Associate Financial Advisor, Daniel partners with clients to craft a comprehensive financial plan tailored to their unique goals. His approach brings a sense of security, clarity and understanding to their financial well-being. Whether clients are looking to manage existing investments, embark on their first investment journey, develop a long- or short-term investment strategy, plan for education or prepare for retirement, Daniel is dedicated to helping them achieve their financial aspirations.

  • Wealth Strategy

    Develop a strategy that tells your story – a story designed to care for the people you love. A story that uses your income and assets to create a legacy. A story that, when it comes to life, has the potential to maximize your happiness.

  • Jill Spielmann SVP Wealth Advisor

    As Senior Vice President Wealth Advisor, Jill excels in building long-term relationships and delivering personalized fiduciary and administrative services to our clients. Working alongside a team of seasoned professionals, she’s committed to collaborating closely with clients to align our services with their financial aspirations, ensuring their expectations aren’t only met but exceeded.

  • David Dauchy, CFA® Senior Vice President – Senior Portfolio Manager

    As Senior Vice President – Senior Portfolio Manager, David oversees the management of assets for investors. David adopts a consultative and collaborative approach, viewing each situation as a unique problem that requires a tailored solution for every client. He excels at simplifying complex issues, ensuring that clients can easily comprehend and navigate through them. Additionally, David effectively communicates the investment approach to his clients and provides guidance during challenging market and economic conditions.

  • Michael Miller, JD VP Wealth Advisor

    As Vice President Wealth Advisor, Michael excels in guiding clients to clarify and achieve their financial goals. With a deep passion for solving complex problems, he leverages his extensive background in tax law to craft strategic wealth solutions. Michael provides thoughtful, personalized service, ensuring that each client's unique financial aspirations are met with the highest level of care and support.
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