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Showing 201 to 210 of 531 results for Planning

  • “Do I Need a Will?” Wrong Question.

    “Do you need a will?” Wrong questions! Joe Maier, JD addresses the question he is most commonly asked at cocktail parties as an estate planning attorney in this week’s Wealth Insights article.

  • Top Five Issues to Consider When Hiring an Attorney

    Here are 5 things you should think about and keep top of mind when looking to hire an attorney. From experience to reviews, feel confident you are making the correct decision for you and your loved ones.

  • Successful Succession Part III of VI: How To Maximize The Impact Of Business Transition

    This is the third part of a six-part series focused on planning and implementing a successful succession strategy. The series focuses on a business-owning couple—William, 63 and Susan, 60—along with their three children: Nancy, 28; John, 25 and Amanda, 20.

  • Writing a Story Worth Retelling

    This is part of an ongoing series of articles about estate planning and succession planning, written by Joe Maier, JD, CPA, Senior Vice President, Director of Wealth Strategy

  • Mike Truyman, CFA®, MBA Financial Advisor AVP, Johnson Financial Group Financial Advisors

    As Associate Financial Consultant, Mike helps clients develop holistic financial plans that address investment and risk management. Mike focuses on building strong relationships – not just conducting transactions. Through an empathetic approach, Mike takes pride in listening to what his clients want to achieve. He assesses their unique needs, wants and financial goals to develop a financial plan that allows them to live the life they want to live.

  • Establishing Goals and Savings Strategies

    Join us for a reality-based conversation to better understand saving strategies and goal planning.

  • Kyle Vitkus VP Commercial Banking

    As Vice President, Commercial Banking, Kyle works to develop long-term relationships with his clients by providing them with comprehensive solutions and sound advice.

  • 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.

  • Ash Noble SVP Commercial Banking

    As Senior Vice President, Commercial Banking, Ash draws on nearly 20 years of experience in commercial banking. Using his extensive knowledge and experience, he develops and structures commercial loans and services that are specific to each of his clients’ needs.  Through a relationship built on trust, it is Ash's goal to be viewed as an advisor for his clients. 

  • Al McIlwraith VP Private Banking Certified Wealth Strategist®

    As Vice President, Private Banking, Al works directly with his clients to address all aspects of their financial life, from day-to-day banking and lending needs to longer term wealth management objectives. He has worked in the financial services industry since 1987 and brings diverse experience.
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