Search Results
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Why We Invest in Alternatives
“Why should I invest in alternatives?” In this week’s Wealth Insights, Director of Alternative Strategies Jonathan Henshue, CFA, CAIA explains why JFG incorporates alternative investments into client portfolios and how they can help investors pursue growth, generate income and diversify beyond traditional assets.
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Jon Jones AVP Branch Manager
As Assistant Vice President Branch Manager, Jon is dedicated to delivering exceptional service to his clients. With a strong focus on problem-solving, he approaches every client interaction with the goal of not only addressing immediate concerns but also identifying opportunities to enhance their financial well-being. Jon believes in building long-term relationships based on trust and transparency and he leads his team with a commitment to excellence and client satisfaction. -
Milton Taylor AVP Senior Community Mortgage Loan Officer
As Assistant Vice President, Senior Mortgage Loan Officer, Milton assists clients with their homebuying needs. With more than 20 years of industry experience, Milton is knowledgeable in providing tailored mortgage solutions for each individual’s unique financial situation. Having a diverse background and the ability to connect with people from all walks of life, he is passionate about his community and assisting individuals achieve financial freedom through financial literacy. -
Sara Whitley AVP, Senior Community Mortgage Loan Officer
As Assistant Vice President, Senior Community Mortgage Loan Officer, Sara educates and supports her clients throughout the homeownership journey to ensure a seamless experience. She specializes in assisting first-time homebuyers and has vast knowledge of down payment assistance programs and various loan products. As an active member of her community, Sara builds relationships with local nonprofits and agencies to make sure local community members have the education they need to evaluate the options available to them. Sara prioritizes building trust with her clients and works to make sure they understand the ins and outs of homeownership and the mortgage loan process. -
7 Easy Ways You Can Support Wisconsin Small Businesses
Want to make a difference in your community? Learn how to best support small businesses any time of year.
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Colleen Melnick AVP Branch Manager
As Assistant Vice President, Branch Manager, Colleen oversees the team of financial professionals at Johnson Financial Group’s Delafield branch. Colleen is experienced in all aspects of finance, with a strong background in lending, investments and branch management. Through strong connections with her clients, Colleen enjoys getting to know every individual on a personal and professional level and finding out their unique goals to help them succeed. -
Lynn Carlson VP Consumer Banking Regional Manager
As Vice President, Consumer Banking Regional Manager, Lynn prioritizes the client experience at the 10 branch locations in Racine and Kenosha. With extensive experience in financial services, Lynn leads and supports her team in building long-term relationships with clients and collaborates with her Johnson Financial Group partners to help clients achieve their financial life goals. Additionally, Lynn guides and mentors team members with their career journeys. -
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.
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Cathy Faith AVP Branch Manager
As Assistant Vice President, Branch Manager, Cathy leads a team of financial professionals to provide exceptional service and help clients achieve their financial goals. She is skilled in providing education on financial products and services in addition to recommending the best options to aid clients in meeting their short-term and long-term needs. Cathy believes in the importance of providing genuine care for each person she encounters every day. -
Benjamin Sanchez AVP Branch Manager
As Assistant Vice President Branch Manager, Benjamin Sanchez oversees the West Milwaukee branch, where he and the team assist clients with their financial needs and provide financial services to local organizations and businesses to support their operations. Benjamin takes an interactive approach, delivering top-tier customer service and sharing his financial knowledge to help clients achieve their financial goals. With his effective communication skills, Benjamin provides solutions to both English- and Spanish-speaking clients and has dedicated over 20 years to serving the Hispanic community.