Search Results

Showing 171 to 180 of 556 results for Planning

  • 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, MBA Financial Advisor AVP, Johnson Financial Group Financial Advisors

    As Assistant Vice President, 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 Financial Advisor, Derrick appreciates the opportunity to help clients financially prepare for every aspect of their life, including their families, careers and personal aspirations.

  • Samantha Kolb AVP Wealth RPS Education Specialist

    As Assistant Vice President Wealth RPS Education Specialist, Samantha is fortunate enough to help people reach their retirement goals and assist them in gaining a better understanding of various financial topics. She works with relationship managers and plan sponsors to develop a holistic approach to financial education and wellness for all participants. Samantha enjoys being a resource to guide others on the road to a fulfilling financial future.

  • 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.

  • 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?

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

    As Senior Vice President, 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.
Back to Top