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Showing 161 to 170 of 297 results for Succession

  • Johnson Financial Group adviser honored

    With internet-based and computerized systems playing a much larger role in how companies deliver products and services to clients and their customers, Milwaukee-area tech executives are thinking outside the budget to build a solid, tech-driven R&D pipeline that constantly yields and complements new products.

  • Investment Management

    Managing portfolios guided by your goals, sound research and a prudent investment decision-making process.

  • Bret Almstedt SVP Director of Retirement Plan Services

    As Senior Vice President, Director of Retirement Plan Services, Bret leads our team of experienced retirement plan professionals. He and his team take the time to understand your organization and your goals. Their aim is to become your trusted advisor and plan consultant — offering tailored plan sponsor services and employee education solutions to help you attract, retain and grow your team. They believe that a successful retirement plan empowers your employees through meaningful, actionable education, guidance and financial planning.

  • Tara Rindy-Heinz AVP Branch Manager

    As Assistant Vice President, Branch Manager, Tara focuses on enhancing clients’ banking experience by prioritizing top-notch service, effective team organization and tailored financial solutions. Her approach is centered on growth, aimed at meeting clients' unique needs through consumer lending and optimized deposits. Tara is committed to fostering strong client relationships and ensuring the success of the branch through strategic hiring, coaching and development of team members, all to better serve clients and help them achieve their financial goals.

  • Angela Rust VP, Treasury Management Consultant

    As Vice President, Treasury Management Consultant, Angela is responsible for the acquisition and expansion of commercial banking relationships and ongoing servicing of commercial clients in Johnson Financial Group’s Northeast market. Her goal is to develop solid relationships while ensuring a great client experience, serving as a partner to help achieve financial success.

  • 4 Essential Business Loan Options Every Business Owner Should Know

    When a business owner is seeking financing, there are four key financing options to consider. From lines of credit to term loans, here’s an overview of each business loan, highlighting their benefits and considerations to help you make informed decisions about your financing needs.

  • Our History

    Strong family values, dedicated associates, loyal clients, engaged communities. Financial success with a long-term vision.

  • Peter Speca SVP Public Sector Banking

    Peter Speca is an accomplished banking professional serving as the Senior Vice President of Public Sector Banking. In his role, Peter leads the Public Sector Banking Business team, ensuring the implementation of effective policies, procedures, protocols and the right talent. With extensive experience in the banking industry, Peter has successfully provided tailored solutions to a diverse range of clients, including government entities, school districts, utilities and universities. He believes in the power of active listening, valuing the perspectives of his clients and colleagues before offering valuable recommendations. Peter's commitment to ongoing education fuels his passion for utilizing his knowledge to enhance every client interaction he has.

  • Running Your Business

    Are you managing your business to its full potential?

  • Lynn Carlson VP Consumer Banking Regional Manager

    As Vice President, Consumer Banking Regional Manager, Lynn prioritizes the client experience at the 10 branch locations in Racine and Kenosha. With extensive experience in financial services, Lynn leads and supports her team in building long-term relationships with clients and collaborates with her Johnson Financial Group partners to help clients achieve their financial life goals. Additionally, Lynn guides and mentors team members with their career journeys.
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