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Showing 161 to 170 of 556 results for Planning

  • The Retirement Landscape with Greg King

    Learn more as Greg King, CFP®, SVP Wealth Advisor, shares insights on The Aligned Money Show about setting yourself up for retirement. He covers navigating current markets, tax planning and inheriting IRA accounts.

  • Mindful Money: Building a Healthy Financial Mindset

    Discover how to cultivate a healthy money mindset with advice on financial values, social pressures and long-term planning.

  • Eric Trousil, CFA® SVP Wealth Portfolio Manager

    As Senior Vice President, Wealth Portfolio Manager, Eric works with individuals and non-profit organizations to create customized investment solutions. With a strong emphasis on providing a personalized experience, Eric actively listens to each client’s unique needs to deliver the most relevant financial solutions.

  • Scott J. Gregory, AIF®, CWS® Financial Advisor VP, Johnson Financial Group Financial Advisors

    As Vice President, Financial Advisor, Scott uses his diverse experience and background to connect with his clients and identify their individual needs. He will work hard to help clients towards their financial goals through a conservative and disciplined strategy.

  • Questions about your financial priorities?

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

  • Retirement Readiness: Building Financial Freedom

    Discover retirement readiness tips and strategies for your golden years. Join us as we explore financial planning, healthcare considerations and lifestyle adjustments to ensure you're fully prepared.

  • Dave McEvoy VP Portfolio Manager

    As Vice President, Portfolio Manager David helps clients achieve their financial goals through a conservative and disciplined strategy. His approach is designed to achieve the long-term growth objectives of each client portfolio he manages.

  • Nicole Geniesse, ChFC®, CLU®, CWS® SVP Portfolio Manager

    As Senior Vice President, Wealth Portfolio Manager,  Nicole specializes in designing, structuring and managing investment strategies. She uses her knowledge of investments, trust, insurance, financial planning and banking to help clients achieve their financial goals.

  • Mike Truyman, CFA®, MBA, BFA, TPCP® Financial Advisor AVP, Johnson Financial Group Financial Advisors

    As a Associate Financial Advisor, Mike helps clients develop holistic financial plans that address investment and risk management. Mike focuses on building strong relationships – not just conducting transactions. Through an empathetic approach, Mike takes pride in listening to what his clients want to achieve. He assesses their unique needs, wants and financial goals to develop a financial plan that allows them to live the life they want to live.

  • Growing. Managing. Achieving.

    Let’s partner to understand the unique needs of your commercial business, creating a plan with customized banking solutions to achieve your business goals. 

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