Search Results
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AI: A New Mom’s Best Friend
For PM Kelsey Ellsworth, CFA, becoming a mother was the biggest news of the year, but for markets, AI has been the topic that has dominated many investors’ thoughts. In this week’s Wealth Insights, Kelsey dives into what might be ahead for AI in the investment world.
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Our History
Strong family values, dedicated associates, loyal clients, engaged communities. Financial success with a long-term vision.
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SMAs and Cocktail-Party Cachet
Direct indexing and separately managed accounts (SMAs) aren’t just a trend, they’re a strategy that can add value to your portfolio. In this week’s Wealth Insights article, Portfolio Manager Brian Schaefer shares the reasons you might consider using an equity SMA.
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John Chidester SVP Commercial Banking
As Senior Vice President, Commercial Banking, John provides financial solutions to help businesses further their strategic plans. John specializes in partnering with privately held, family-owned businesses in the Milwaukee area. With his parents both owning local businesses, John brings a unique perspective on operating family-owned businesses. He is a creative problem solver, continuously looking to address opportunities with his clients, connecting with them with appropriate solutions to help them succeed. -
Understanding Estate Planning Tools and Their Purposes
While many people have estate planning documents prepared, almost as many don’t fully understand how those estate planning documents work or why they have them. Joe Maier, JD provides an overview in this week’s Wealth Insights.
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Creating Invoices
Send a customized business invoice and get paid – with one solution.
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Corporate Charitable Contributors in Wisconsin
Johnson Financial Group is named #12 in Milwaukee Business Journal's "Most Charitable Contributors in Wisconsin."
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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. -
The Importance of Two-Factor Authentication
Considering the growing number of cyber attacks, many insurance carriers are now recommending, or requiring, two-factor authentication (also commonly called 2FA or multifactor authentication) to enhance your cyber security. Ongoing password management can help prevent unauthorized attackers from compromising your organization’s password-protected information. Effective password management protects the integrity, availability and confidentiality of an organization’s passwords.
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Laurie Olson SVP Commercial Banking
As Senior Vice President, Commercial Banking, Laurie serves as a trusted financial services partner for commercial clients. She works with the treasury management, wealth management, and leasing teams at Johnson Financial Group to help clients with their overall financial picture. Using a responsive, high touch approach for every client need, Laurie takes time to truly get to know her clients on both a business and personal level.