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Showing 161 to 170 of 531 results for Planning

  • Annette Hellmer, CFA® SVP Portfolio Manager

    As Senior Vice President, Portfolio Manager, Annette helps individual, institutional and not-for-profit clients meet their financial objectives. She is dedicated to thoroughly understanding her clients’ goals, concerns, risk tolerance and time horizon, in order to deliver sound investment solutions to help meet their unique needs.

  • 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. 

  • United Airlines Pilots: Medical Coverage in Retirement

    As an active United pilot during a turbulent time in the airline industry, you’re facing important decisions that may impact your career and financial future.

    Recently, Johnson Financial Group hosted a discussion on your PRAP and several unique planning strategies that can help keep you prepared for an on-time retirement.

  • Meet the Team

    Meet Johnson Financial Group's Pilot Program Advisors.

  • Kelly Krueck VP Commercial Banking Portfolio Manager

    As a Vice President in Commercial Banking, Kelly manages the day-to-day banking needs for her clients.

  • Scott Wisnewski SVP Wealth Advisor

    As Senior Vice President, Wealth Advisor, Scott is passionate about helping individuals accomplish their financial goals. Scott partners closely with his clients and their families to guide them through their investment, retirement and financial planning needs. He specializes in comprehensive financial planning, holistic wealth management and portfolio strategy implementation in order to provide clients with the right tools to make the most informed financial decisions. Scott enjoys getting to know his clients on a personal level, gaining a deep perspective and understanding of where his client’s lives, and finances intersect.

  • Jess Dohner Program Manager SVP, Johnson Financial Group Financial Advisors

    As Senior Vice President, Program Manager, Jess leads the Financial Advisors team. He supports the team of advisors in developing business plans focused on building and deepening client relationships. With nearly 20 years of experience in the financial services industry, Jess actively listens to clients to create customized solutions to manage their unique needs. He has a strong record of developing and retaining talent while developing strategic relationships with industry executives throughout the country.

  • Derrick Meier Financial Advisor AVP, Johnson Financial Group Financial Advisors

    As Assistant Vice President, LPL Financial Advisor, Derrick helps clients create unique financial plans around their life goals. He understands that every client is different, which is why he enjoys building relationships and learning what matters most to them. As a LPL Financial Advisor, Derrick appreciates the opportunity to help clients financially prepare for every aspect of their life, including their families, careers and personal aspirations.

  • Shane Olson Associate Financial Planner

    As Associate Financial Planner, Shane partners with an experienced team of advisors to support clients on their financial journeys. Whether it’s building, maintaining or presenting a comprehensive financial plan, he is committed to doing what’s right for each client and their individual situation. Growing up with an entrepreneurial mindset, Shane understands the effort required to build something meaningful. He brings this passion to his role, helping individuals and families navigate the complexities of wealth management to secure their financial future and realize their dreams.

  • Monte Carlo: A Measure, Not a Goal

    One of the tools advisors use to help clients navigate the complex territory of financial planning is Monte Carlo simulations. This widely used method calculates a probability score that suggests how well your financial plan will stand up to varying market conditions. The critical question is what does a high Monte Carlo score mean?

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