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Showing 191 to 200 of 556 results for Planning

  • 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.

  • Julie Grosso, CTFA AVP Wealth Fiduciary Administrator

    As Assistant Vice President, Wealth Fiduciary Administrator, Julie provides trusted support to individuals and families navigating trust and estate administration. She partners closely with clients, advisors and professional service providers to ensure fiduciary responsibilities are handled with accuracy, transparency and care. With a strong attention to detail and a thoughtful, client focused approach, Julie helps simplify complex administrative and tax related matters while keeping clients informed every step of the way. Her goal is to deliver dependable service and peace of mind throughout the fiduciary relationship.

  • 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®, CDFA® 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.

  • 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.

  • Kim Jankowski VP Private Banking

    As Vice President, Private Banking, Kim designs comprehensive financial solutions for individuals and families. With a keen eye for detail and a commitment to excellence, she ensures each client receives personalized advice tailored to their unique needs. Kim’s expertise in personal banking, wealth management and complex financial situations, enables her to help clients achieve their financial goals with precision and care. Through strategic planning and proactive relationship building, Kim strives to exceed expectations and cultivate lasting financial legacies.

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

    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.

  • 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.
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