Search Results
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Korey Frey VP Senior Mortgage Loan Officer
As Vice President, Senior Mortgage Loan Officer, Korey and his team are dedicated to making sure clients view them as a trusted advisor and a valuable resource for their home financing needs. Not only does he work to help them reach their long- and short-term financing goals, but he’s committed to making sure the process goes as smoothly as possible. His 30 years of experience in all aspects of lending and real estate transactions, coupled with his attention to detail, gives clients peace of mind that their loan will be handled professionally. Korey's solid reputation in the market gives a client’s pre-approval instant credibility. -
Jason Bothun VP Senior Mortgage Loan Officer
As Vice President, Senior Mortgage Loan Officer, Jason's primary goals include listening to your needs, becoming a trusted advisor, offering a loan option that best fits your needs and making the whole process easy. As a mortgage lender since 1995, he will provide you with extensive mortgage experience. He joined Johnson Financial Group because of his commitment to helping clients achieve their goals. Jason works with customers locally and throughout Wisconsin, Minnesota and Illinois. He enjoys the relationships built from helping clients purchase, construct or refinance their home. Jason looks forward to being your mortgage lender for life. -
Downside risk is now a pit, not a chasm. Still, underweight stocks & overweight (some) bonds.
As we reflect on the first half of 2020, we are reminded of the fact that the economy and financial markets are not always in sync. While the rapid decline in asset prices during the first quarter was logical to reflect a lower profit outlook and heightened risks, the rapid rebound during the second quarter seems out of step with the economy.
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Top Workplaces 2021: Q&A with three CEOs who were recognized for their leadership during a challenging year
Three executives were recognized with a special award for leadership in the 2021 Southeastern Wisconsin Top Workplaces. This year the winners for leadership are: Jim Popp, CEO of Johnson Financial Group, recognized for large employers, Susan Lovern, von Briesen & Roper s.c for midsize companies and John T. Thomas of Physicians Realty Trust in the small category.
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What Is a Health Savings Account (HSA)?
Learn what an HSA is and how using one can help you save on medical costs, enjoy tax breaks and boost your long-term financial health.
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Thoughts for business executives on future-proofing a business
Tim Brown, chief information officer at Johnson Financial Group, discusses "future-proofing" a business - though that may not mean quite what you'd expect.
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A Brief History of Economic Crises, Crashes and Recoveries
Johnson Financial Group's Annette Hellmer discusses the short-term negative impact on the economy triggered by the failure of many savings an loan institutions in the 1981-82 recession.
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How Big A Gamble Is Monte Carlo For Advisors?
Johnson Financial Group's Joe Maier, Director of Wealth Strategy gives his insights about the popular Monte Carlo simulations and what it means for the future.
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2021 Guide to Wealth Management: A War on Wealth?
The Milwaukee Business Journal recently sat down with experts, including Johnson Financial Group’s Joe Maier, to talk about the various proposals, which are the most likely to pass, how they will impact high-income earners and small business owners, and the things people can be doing now to protect their wealth.
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How to Freeze Credit: A Step-by-Step Guide
Learn how to freeze credit easily and protect your identity with our step-by-step guide.