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Showing 221 to 230 of 531 results for Planning

  • Drew Geissbuhler VP Commercial Banking Relationship Manager

    As VP Commercial Banking Relationship Manager, Drew partners with his clients on a strategy to address both longer-term and daily financial challenges, offering tailored solutions for deposits and lending. His collaborative approach ensures that he thoroughly understands each client's goals before making any recommendations, working closely with his team to deliver the best possible service.

  • Chris Zillman AVP, Commercial Banking

    As an Assistant Vice President, Commercial Banking Relationship Manager, Chris proactively consults current and prospective clients in developing tailored financial solutions to meet their company’s unique needs. As an experienced commercial banker, he is committed to building strong relationships with local businesses in the community.

  • Zach Osman VP Private Banking

    As Vice President Private Banking, Zach manages clients’ financial circumstances and delivers personalized financial solutions and services to align with their unique needs and goals. With a focused approach, he ensures his advice is backed by a clear understanding of the “why” behind it. Zach values the importance of building close relationships with his clients, fostering an environment of honesty, transparency and open communication.

  • Connor Schreck AVP Commercial Banking Relationship Manager

    As Assistant Vice President Commercial Banking Relationship Manager, Connor specializes in serving commercial businesses in Northeastern Wisconsin. With a personalized approach, Connor focuses on building and maintaining strong relationships while providing tailored financial advice. He takes the time to understand each client’s unique business goals and processes, allowing him to deliver customized banking solutions that meet their specific needs.

  • 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.

  • Aaron Spitzner, CFP® VP Johnson Financial Group Financial Advisor

    As Vice President Johnson Financial Group Financial Advisor, Aaron builds lasting relationships by truly understanding what drives his clients' financial goals. He brings clarity to complex decisions and collaborates with trusted professionals to ensure every aspect of his clients' financial lives works in harmony. Aaron treats every client like family, taking time to understand not just their numbers, but their values, aspirations and what legacy they want to create.

  • Jennifer Mistretta VP Private Client Services Relationship Manager

    As Vice President Private Client Services Relationship Manager, Jennifer ensures clients reach their financial aspirations by assembling a dedicated team of experts. Together, they guide clients in clarifying and articulating the impact they wish to have on the people and organizations that matter most to them. This team then crafts a tailored plan to help clients achieve their goals with confidence and precision. Jennifer follows a collaborative and customer-centric approach with a commitment to building deep relationships and providing customized solutions.

  • Women and Money: Wake-Up Calls for Financial Independence

    Explore financial advice for women and managing money, from building an emergency fund to understanding credit scores. Discover how to make informed financial decisions and build a secure future.

  • Summary of Key Provisions of the One Big Beautiful Bill

    On July 4, 2025, President Trump signed into law the One Big Beautiful Bill – but what does that mean for you and your financial plan? In this week’s Wealth Insights, Michael Miller breaks down some key provisions that will have an impact on wealth planning.

  • Mark Rose VP Private Banking Certified Wealth Strategist®

    As Vice President, Private Banking, Mark develops long-term, meaningful relationships with those he serves. Taking a holistic view of your personal finances, Mark makes sure that your money is working as hard for you as you work for it. Holding himself to a high standard of accountability, he acts with a sense of urgency and provides detailed solutions to help you achieve your financial goals. Mark goes above and beyond to truly understand your passions, aligning himself with you and your family members to be your “go to person” and trusted advisor. Many clients even view him as an extension of their own family. Through a disciplined and strategic approach, Mark coordinates services and builds a team of specialists to focus on the unique needs of you and your family. He helps his team create a financial plan based on where you are today and where you want to be in the future, identifying gaps and suggesting solutions to fill those gaps. This is not a “set and forget” strategy, but a fluid plan that is monitored and reviewed with you on a regular basis. 
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