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Showing 211 to 220 of 531 results for 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.

  • Candice Baker, CWS® SVP Wealth Team Lead

    As Senior Vice President, Wealth Team Lead, Candice provides fiduciary advice and administration for current and potential clients. She strives to develop long-term, meaningful relationships in an effort to provide comprehensive wealth solutions for her clients.

  • 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.

  • 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.

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

    This is the final 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.

  • How I Can Afford a Comfortable Retirement

    Discover practical strategies, from healthcare to investing, for a comfortable retirement on this episode of Your Money. Your Mission.

  • Eric Johnson SVP Commercial Banking Relationship Manager

    As Senior Vice President, Commercial Banking Relationship Manager, Eric leads a knowledgeable team of commercial banking professionals in the Madison region. Together, they deliver great service and sound professional financial advice to local business owners and executives.

  • Brian Hillstrom SVP Commercial Banking

    As Senior Vice President, Commercial Banking, Brian is responsible for developing and managing relationships with closely-held businesses. He collaborates with his team across lines of business to provide his clients with the right financial solutions to succeed.

  • Andrew Dodge SVP Commercial Banking

    As Senior Vice President, Commercial Banking, Andrew specializes in commercial lending and works with clients to provide financial solutions that will have a positive impact on their business. He has a diversified background working with privately held companies in various industries throughout the communities of Racine and Kenosha.

  • Rob Nielsen President, Johnson Bank

    As President of Johnson Bank, Rob drives strategic growth and deep collaboration across all facets of Johnson Financial Group's banking business. With more than 35 years of financial expertise, he fosters connectivity between Commercial Banking, Treasury Management, Consumer and Private Banking, Mortgage Banking, Credit and Bank Operations — ensuring seamless client experiences and unified team excellence across the company's footprint.
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