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Showing 191 to 200 of 322 results for Buying

  • Sara Whitley AVP, Senior Community Mortgage Loan Officer

    As Assistant Vice President, Senior Community Mortgage Loan Officer, Sara educates and supports her clients throughout the homeownership journey to ensure a seamless experience. She specializes in assisting first-time homebuyers and has vast knowledge of down payment assistance programs and various loan products. As an active member of her community, Sara builds relationships with local nonprofits and agencies to make sure local community members have the education they need to evaluate the options available to them. Sara prioritizes building trust with her clients and works to make sure they understand the ins and outs of homeownership and the mortgage loan process.

  • Daniel Rolls Associate Financial Consultant Johnson Financial Group Financial Advisors

    As an Associate Financial Consultant, Daniel partners with clients to craft a comprehensive financial plan tailored to their unique goals. His approach brings a sense of security, clarity and understanding to their financial well-being. Whether clients are looking to manage existing investments, embark on their first investment journey, develop a long- or short-term investment strategy, plan for education or prepare for retirement, Daniel is dedicated to helping them achieve their financial aspirations.

  • Susan Baran, CFP® VP Wealth Advisor

    As Vice President Wealth Advisor, Susan provides high-level financial guidance and strategic planning to help clients achieve their long-term goals and objectives. Additionally, she specializes in developing and implementing effective succession plans to ensure a smooth transition and continued success for business owners. Susan takes a collaborative approach to financial planning, ensuring her clients are fully engaged and motivated to achieve their goals.

  • Brett Staaland AVP Wealth Advisor

    As Assistant Vice President Wealth Advisor, Brett partners with clients to align their financial strategies to their lives. His conversational approach opens discussions surrounding family dynamics and personal goals that clients haven’t considered before. Brett’s passionate about getting to understand his clients deeply, cutting through the complexity and building a financial plan that reflects their unique timeline and values.

  • Downtown Madison Downtown Madison Banking, Wealth and Mortgage Lending in Madison

    Located in the heart of downtown Madison on East Doty Street near Martin Luther King Jr. Boulevard, Johnson Financial Group is a full-service branch offering banking, wealth, and mortgage lending solutions. We are proud to serve individuals and businesses throughout Wisconsin’s capital and Madison’s surrounding suburbs in Dane County. Our associates live and work in the greater Madison-area, generously supporting various local community organizations like United Way of Dane County, UW Madison Family Business Center, and the Clean Lakes Alliance. We look forward to assisting you with tailored solutions to help you achieve your financial goals.

  • Sun Prairie Sun Prairie Banking, Wealth and Mortgage Lending in Sun Prairie

    Johnson Financial Group’s Sun Prairie branch is conveniently located in Madison, just east of Highway 151 and right off the Main Street and Grand Avenue roundabout. Neighboring Menards and the Sun Prairie Police Department, our full-service team is here to assist you with your banking, wealth management and mortgage needs. With over 28 years of experience in the greater Madison area, we are deeply committed to supporting our local community. We look forward to helping you achieve your financial goals with personalized solutions!

  • Eric Bernal SVP Portfolio Manager

    As Senior Vice President, Wealth Portfolio Manager, Eric works with the wealth team to understand clients’ goals and objectives for investment savings. He also constructs portfolios while providing ongoing management to help clients reach their goals. Eric understands the importance of communication and asking questions to help clients identify what they are trying to accomplish. Once goals and expectations are determined, Eric enjoys building strategies and executing a plan to succeed.

  • 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.

  • Timothy Foht SVP Portfolio Manager

    Tim is a good listener and shares a genuine interest for his clients’ needs. As Senior Vice President, Portfolio Manager, Tim uses a consultative planning approach to design and implement investment strategies for personal, institutional and corporate accounts. Tim draws on his investment experience to create tailored solutions designed to meet each client’s unique needs.
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