Search Results

Showing 231 to 240 of 555 results for Planning

  • Connor Schreck VP Commercial Banking Relationship Manager

    As 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.

  • 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.

  • 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.

  • 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.

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

    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.

  • Michael Cox SVP Portfolio Manager

    As Senior Vice President, Portfolio Manager, Michael believes the best financial recommendations and solutions come from devoting the time up front to get a detailed view of each client’s unique situation. He is a good listener and shares a genuine interest for clients’ needs. Michael's consultative planning approach includes helping people manage their investments and income both before and after retirement. His ongoing goal is to help others by designing and implementing investment strategies that allow them to live comfortably in retirement.

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

    Explore financial advice for women, from building an emergency fund to understanding credit scores and making confident financial decisions.

  • The Ultimate Guide to Wedding Budgeting

    Wondering how you can make the perfect wedding budget? Follow this step-by-step guide so you can manage your money effectively throughout the entire planning process.

  • Wayne Gieseke Financial Advisor AVP, Johnson Financial Group Financial Advisors

    In 1996, Wayne decided on a career in insurance and investments and promised he would always communicate with his clients in a way that was relatable and easy to understand. It’s a promise Wayne continues to strive for today. Throughout each conversation on portfolio strategy or investment options, Wayne’s goal is to help educate and empower his clients. In his personal and professional relationships, Wayne draws on the lessons he has learned as one of seven siblings raised on a dairy farm in southern Minnesota: approach each business dealing with honesty and sincerity, and have a solid work ethic. He is committed to using the same philosophy when developing long-term strategies for his clients.
Back to Top