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Showing 181 to 190 of 531 results for Planning

  • 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.

  • Building a Legacy

    Joe Maier discusses the importance of estate planning and legacy building when exiting a business and provides tips on how to build a legacy, common mistakes to avoid and the role of a financial advisor in the process.

  • Family Estrangement: How to Navigate Financial Implications and Find Peace

    In this episode, a seasoned counselor and mediator, Andy Patch discusses family estrangement. They explore the emotional and financial impacts, the role of divorce and multigenerational dynamics and provide practical advice for healing fractured bonds and maintaining clarity in estate planning.

  • Alex Pudlo, CFP®, ChFC® VP Wealth Advisor

    As Vice President, Wealth Advisor, Alex works with clients to align their financial resources with their goals through financial and estate planning and investment management. He is passionate about showing clients the financial impact of their life choices, so they can clearly visualize the outcome before making important and complex decisions. As an avid learner, Alex shares his knowledge and experience with clients through clear communication and empathy.

  • Kathy Ciszewski SVP Private Client Services Relationship Manager CFP®, CEP®

    As Senior Vice President, Private Client Services Relationship Manager, Kathy strongly believes in the holistic view of personal finance and ensuring that each part works in unison to meet the goals and objectives critical for individual clients. Kathy concentrates her time on delivering exceptional service and executing and coordinating the delivery of comprehensive financial planning.

  • Kelly Mould, JD, CTFA, CWS®, CDFA® SVP Wealth Fiduciary Advisor

    As Senior Vice President, Wealth Fiduciary Advisor, Kelly develops long-term relationships and provides comprehensive fiduciary solutions to her clients. She oversees and manages a knowledgeable team of wealth professionals in the Racine and Kenosha area. Kelly is dedicated to working with you to ensure your financial goals meet your expectations.

  • Tyler Mosley, CTFA VP Wealth Advisor

    Tyler assists our clients with a variety of services including processing account distributions, creating performance reports and client presentations, as well as assisting clients in resolving their issues. He understands our clients come to us for a service, but they also see us as their partner. They are putting considerable trust in us, which Tyler takes very seriously. He has a very personal style, and loves listening to people to get a feel for what makes them tick. This allows him to build a rapport and ultimately a strong relationship with his clients.

  • Dan Cibula, AIF® Financial Advisor VP, Johnson Financial Group Financial Advisors

    As Vice President, LPL Financial Advisor, Dan draws on more than 20 years of experience to prepare diversified investment portfolios to help meet his clients’ current and future income needs. He also ensures clients are kept well informed of their evolving financial status.

  • Samantha Guthrie, CFP®, RSSA®, AIF®, CWS® Financial Advisor VP, Johnson Financial Group Financial Advisors

    As Vice President, Financial Advisor, Samantha is committed to using a holistic approach to financial advising. She partners with her fellow associates to ensure her clients receive personalized advice in all areas of their financial picture.

  • Grace Anderson, AIF®, CTFA VP Wealth Advisor

    As Vice President Wealth Advisor, Grace establishes relationships with clients and delivers highly personal, strategic solutions for their individual needs. She views herself as a thoughtful collaborator and finds great satisfaction in helping clients navigate complex financial matters with an emphasis on seeing the bigger picture. In 2022, Grace earned the Accredited Investment Fiduciary designation from fi360, and in 2024, she earned the Certified Trust Fiduciary Advisor designation through the American Banker’s Association.
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