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  • Samantha Kolb Wealth Education Coordinator, Retirement Plan Services

    As an education coordinator, 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.

  • 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.

  • Michael Rowley Associate Financial Consultant Johnson Financial Group Financial Advisors

    As a LPL Associate Financial Consultant, Michael is committed to helping his clients achieve their life and retirement goals. With a proactive and personalized approach, he provides comprehensive investment and financial planning advice that anticipates and addresses his clients’ unique needs. Michael is dedicated to building long-term relationships with his clients based on trust, respect and open communication. He strives to empower his clients with the knowledge and tools necessary to make informed financial decisions.

  • Justin Mager Financial Advisor AVP, Johnson Financial Group Financial Advisors

    As an LPL Financial Advisor, Justin believes that financial planning is foundational to his client relationships. He enjoys collaborating with clients to customize strategies that help them work toward achieving their goals. As part of his planning process, he specializes in income strategies, asset protection planning and tax-efficient investing.

  • Dani Morillo, CFP® Associate Financial Consultant Johnson Financial Group Financial Advisors

    As an Associate Financial Consultant, Dani serves as a trusted partner to clients, guiding them through their financial journeys with clarity and purpose. Through sound financial planning and the cultivation of long-term relationships, he ensures that clients remain at the center of every decision and strategy he implements. Dani’s commitment to excellence and strong work ethic drives him to provide the highest level of service to his clients.

  • Ana Valle Gonzalez AVP Community Lending Relationship Manager

    As an AVP Community Lending Relationship Manager, Ana builds and leads relationships with housing agencies and nonprofit partners to expand homeownership access across Wisconsin. She is dedicated to helping individuals and families, especially those in underserved communities, achieve their dream of homeownership. Ana's passion for making homeownership accessible to diverse communities is deeply rooted in her own experience as a first-generation immigrant and she takes great pride in serving as a trusted resource for her clients.

  • Joshua Legan VP Private Banking Relationship Manager

    As VP Private Banking Relationship Manager, Joshua distills complex financial situations into clear, executable strategies. Joshua’s patient, trust-based approach helps him understand their unique story before determining the right solutions for his clients. He builds partnerships rooted in problem-solving and genuine understanding.
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