Search Results
-
Grace Anderson, AIF®, CTFA VP Wealth Advisor
As Vice President Wealth Advisor, Grace establishes relationships with clients and delivers highly personal, strategic solutions for their individual needs. She views herself as a thoughtful collaborator and finds great satisfaction in helping clients navigate complex financial matters with an emphasis on seeing the bigger picture. In 2022, Grace earned the Accredited Investment Fiduciary designation from fi360, and in 2024, she earned the Certified Trust Fiduciary Advisor designation through the American Banker’s Association. -
Dan Cibula, AIF® Financial Advisor VP, Johnson Financial Group Financial Advisors
As Vice President, LPL Financial Advisor, Dan draws on more than 20 years of experience to prepare diversified investment portfolios to help meet his clients’ current and future income needs. He also ensures clients are kept well informed of their evolving financial status. -
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. -
Establishing Goals and Savings Strategies
Join us for a reality-based conversation to better understand saving strategies and goal planning.
-
A Celebration of Independence
This Independence Day, Director of Wealth Strategy Joe Maier, JD discusses why reframing retirement as aiming for “financial independence” can help investors get in the right mindset to meet their financial goals.
-
Scott Rescigno Wealth Fiduciary Advisor
As Wealth Fiduciary Advisor, Scott specializes in guiding clients through a comprehensive range of financial services, including retirement planning, estate planning, wealth accumulation, charitable gifting and legacy planning. His approach is rooted in building deep, multigenerational relationships with the families he serves, with the goal of helping them create, preserve and transfer wealth across generations. By aligning each strategy with his clients’ personal values and long-term goals, Scott strives to provide clarity, confidence and continuity in every stage of their financial journey. -
Arnold Presser VP Portfolio Manager
As Vice President, Portfolio Manager, Arnold specializes in designing and implementing investment strategies that help clients meet their life goals. He uses a consistent guided, managed approach and extensive knowledge, translating into a comprehensive and practical approach to wealth management. -
Justin Mager Financial Advisor AVP, Johnson Financial Group Financial Advisors
As a Financial Advisor, Justin believes that financial planning is foundational to his client relationships. He enjoys collaborating with clients to customize strategies that help them work toward achieving their goals. As part of his planning process, he specializes in income strategies, asset protection planning and tax-efficient investing. -
What Is a Financial Plan?
Financial planning sets you up for success both short- and long-term. Learn what a financial plan is, along with the steps to creating one.
-
Graham Kessel VP Wealth Advisor
As Vice President, Wealth Advisor, Graham uses his knowledge of investments and experience with financial planning to help his clients work towards their financial goals both pre and post retirement. He enjoys building strong partnerships with his clients while servicing their financial planning and investment needs. He believes in getting to know his clients beyond their investment needs, learning about their growing families and aspirations. Graham’s greatest joy comes from knowing a client is happy and can rest easy knowing they have a plan.