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Showing 191 to 200 of 596 results for Succession Planning

  • Natalie Klika AVP Private Banking

    As Assistant Vice President, Private Banking, Natalie partners with a team of knowledgeable financial professionals to provide exceptional service and help clients achieve their goals. She works with clients to understand their unique financial picture and provides tailored solutions to meet their needs.

  • Jon Wangerin SVP Private Banking Area Manager Certified Wealth Strategist®

    As Senior Vice President, Private Banking Area Manager, Jon assists affluent clients and families to identify financial solutions and lending options that fit their specific needs. He and his team, focus on building long-term relationships and providing a high level of service to ensure you receive the best possible client experience.

  • Selina Garcia VP Private Client Services Relationship Manager Certified Wealth Strategist®

    As Vice President, Private Client Services Relationship Manager, Selina serves as a trusted advisor to her clients, simplifying complex financial matters and helping them preserve and grow their wealth. She partners closely with internal teams, like commercial, mortgage and wealth management, to deliver a holistic approach that ensures clients receive the highest level of service. Selina follows a highly personalized, proactive and relationship-focused approach by taking the time to understand each client’s unique goals so she can provide tailored solutions to fit their needs.

  • Mary Wallisch VP Private Banking Certified Wealth Strategist®

    As Vice President, Private Banking, Mary's focus is on helping clients achieve their financial goals by truly understanding what is most important to them. As a Certified Wealth Strategist®, she builds strong relationships with her clients, working with them as a trusted advisor and providing tailored solutions for their unique financial needs.

  • Brooke Harycki VP Private Banking Certified Wealth Strategist®

    As Vice President Private Banking, Brooke combines her deep financial knowledge of banking and lending with her ability to make every client feel genuinely valued and understood. She approaches Private Banking with precision, intentionality and a concierge-level commitment to each client's unique goals. She is a trusted partner who’s invested in helping elevate her client’s financial lives.

  • Meghan Marciniak VP Private Banking

    As Vice President, Private Banking, Meghan assists affluent clients with creative solutions for their personal banking and wealth management needs. She partners with teams across Johnson Financial Group to provide her clients with a comprehensive strategy to manage their entire financial picture. With a diverse background in business and finance, she uses her unique skillset to build trusted relationships through a lighthearted approach. Knowing that every financial story is unique, Meghan takes time to understand and navigate each client’s individual needs with the highest level of care.

  • Ed Blaney SVP Private Banking Area Manager

    As Senior Vice President, Private Banking Area Manager, Ed leads a team of private bankers who serve clients throughout Wisconsin. He collaborates with his team to provide an exceptional client experience and identify opportunities to help every individual with their financial needs. Ed is passionate about putting clients at the center of everything he does. His goal is to listen and learn as much as he can about each client and their family, providing recommendations that are truly helpful in achieving their financial goals.

  • 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.

  • Laura Wolfgram VP Private Client Services Relationship Manager

    As Vice President Private Client Services Relationship Manager, Laura works closely with clients to understand their unique financial goals and craft strategies to achieve them. Laura's approach centers on building lasting relationships based on trust, transparency and proactive communication. Her flexible, responsive style ensures clients receive personalized strategies rather than one-size-fits-all solutions.

  • Investing 101: A Starter Guide for Young Professionals

    Master the basics of investing 101 with our comprehensive guide. Learn essential tips and insights to start your investment journey today.

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