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Showing 171 to 180 of 531 results for Planning

  • Navigating Family Wealth

    Managing family wealth involves more than just financial planning; it requires a deep understanding of the emotional value behind these assets. Watch our video to learn how to navigate the complexities of emotionally resonant assets and preserve your family's legacy.

  • Pam Stubler, AIF®, CWS® Financial Advisor SVP, Johnson Financial Group Financial Advisors

    As Senior Vice President, LPL Financial Advisor, Pam works with individuals and families to develop personalized, comprehensive plans designed to work towards meeting their current and future financial planning goals and objectives. Additionally, she provides investment solutions that make sense for a client’s specific needs. Through regular reviews, Pam informs clients of any necessary adjustments to keep them on track and strives to ensure a comfortable transition through each phase of their lives.

  • Retire with Confidence: Essential Tips for Preparing Today

    Whether retirement is still decades away or right around the corner, Johnson Financial Group is here to help you navigate the complexities of retirement planning with confidence.

  • Areas of Specialization

    We have a team of experienced wealth advisors that specialize in working with foundations, endowments, hospitals and senior living communities. Fulfilling the mission of your organization calls for committed employees, involved volunteers and sound strategic planning.

  • Jason Herried Joins Chuck Jaffe on Money Life Market Call

    Jason Herried, SVP Director of Equity Strategies, joined Chuck Jaffe on Money Life - a daily financial talk show focusing on investing, handling, managing, planning for and protecting your money. Listen here.

  • Jill Fredericksen VP Wealth Fiduciary Administrator

    As Vice President, Wealth Fiduciary Administrator, Jill serves as the primary contact to the family office and the family’s external advisors. Her responsibilities encompass the establishment, execution and maintenance of family accounts, while diligently managing client files ensuring compliance with laws and regulations. Employing a collaborative approach, Jill fosters strong relationships with both clients and business partners, facilitating cooperation and delivering exceptional service.

  • Chad Zoske SVP – Commercial Banking Relationship Manager

    As a Senior Vice President – Commercial Banking Relationship Manager, Chad specializes in developing and nurturing relationships with privately held family owned businesses in Southeastern Wisconsin. He excels in identifying and engaging key decision makers, driving strategic relationship planning to offer comprehensive financial solutions. Chad firmly believes that genuine connections and a deep understanding of each client's business are essential to helping them achieve both their short-term and long-term goals.

  • Scott Fortune SVP Commercial Banking

    As Senior Vice President, Commercial Banking, Scott is focused on providing tailored solutions to help you achieve your financial goals and objectives. As a trusted partner, his direct approach allows him to build long-term, meaningful relationships and to create additional value for his clients.

  • Matthew Krier, C(k)P® AVP, Johnson Financial Group Financial Advisors Financial Advisor

    As Assistant Vice President Financial Advisor, Matthew delivers personalized guidance to individuals, families and business owners navigating retirement planning, investment strategy and long-term financial goals. His approach centers on simplifying complex financial concepts and building solutions step-by-step, ensuring clients never feel overwhelmed and can make decisions with genuine confidence. What sets Matthew apart is the combination of deep Wisconsin roots — his family immigrated from Luxembourg in the early 1840s and helped build the Belgium, Wisconsin community — and a coaching-based philosophy focused on meeting people exactly where they are. That heritage instilled a strong sense of stability, stewardship and commitment to helping others build something lasting.

  • Becky McClelland AVP Private Banking

    As Assistant Vice President, Private Banking, Becky is a dedicated partner who goes above and beyond to help clients achieve their financial goals. With a deep commitment to personalized service, she understands each client's story is unique. She provides the highest level of care along with tailored recommendations and solutions to meet her clients' evolving plans.
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