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  • Dave McEvoy VP Portfolio Manager

    As Vice President, Portfolio Manager David helps clients achieve their financial goals through a conservative and disciplined strategy. His approach is designed to achieve the long-term growth objectives of each client portfolio he manages.

  • Grace Anderson, AIF®, CTFA VP Wealth Advisor

    As Vice President Wealth Advisor, Grace establishes relationships with clients and delivers highly personal, strategic solutions for their individual needs. She views herself as a thoughtful collaborator and finds great satisfaction in helping clients navigate complex financial matters with an emphasis on seeing the bigger picture. In 2022, Grace earned the Accredited Investment Fiduciary designation from fi360, and in 2024, she earned the Certified Trust Fiduciary Advisor designation through the American Banker’s Association.

  • Madison West Towne Madison West Towne Banking, Wealth and Mortgage Lending in Madison West Towne

    Located on Madison’s West side, Johnson Financial Group’s office, near the West Towne Mall on Gammon Road is a full-service branch offering banking, wealth and mortgage lending solutions to clients throughout the Madison-area. Whether you’re a business owner or an individual just starting your financial journey, our team of advisors is prepared to assist you with tailored solutions for every stage of life. We look forward to seeing you soon!

  • On the move? Your lender is your premier partner

    Job transfer? Joining your spouse‐to‐be? Returning to your family and hometown? You have plenty of company.

  • “Always something exciting, always something damaged”— Q&A on alternative investment opportunities

    In this week’s investment commentary, Director of Alternative Investments Jonathan Henshue, CFA, CAIA answers your questions about alternative investments, including what the risk-return gap is, how big the alts space has grown over the last years or which asset class he finds personally interesting right now.

  • Monte Carlo: A Measure, Not a Goal

    One of the tools advisors use to help clients navigate the complex territory of financial planning is Monte Carlo simulations. This widely used method calculates a probability score that suggests how well your financial plan will stand up to varying market conditions. The critical question is what does a high Monte Carlo score mean?

  • From Quarters to Crypto: Why Value Matters

    In this week’s Wealth Insights, Jon Henshue, CFA, CAIA explains why we don’t allocate to either gold or Bitcoin—considering both more “speculation” than “investment” oriented.

  • The 5 C’s of Credit

    This webinar is designed to help you develop a foundational understanding of credit and its impact on your overall financial situation. We'll explore the 5 C's of Credit, providing you with the knowledge to navigate the world of credit and make informed financial decisions.

  • Mortgage Refinancing: When It Makes Sense and How to Make It Work for You

     Understand what mortgage refinancing is and if it makes sense for you and your unique financial situation.  

  • The Basics: Budgeting

    Join us for a reality-based conversation to better understand how to prepare a balanced spending plan and maintain a personal budget. This session will provide you with the tools to manage your finances effectively.

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