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  • 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.

  • 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.

  • Investing 101: A Starter Guide for Young Professionals

    Master the basics of investing 101 with our comprehensive guide. Learn essential tips and insights to start your investment journey today.

  • Transferring Wealth

    Put simply, what are your wishes? Consider how you would like your money spent and who you would like to enjoy it after you're gone. Then, put those wishes into writing and make it happen.

  • The Psychology of Investing

    Portfolio Manager Brian Schaefer discusses some of the lessons we can take from the field of Behavioral Finance when it comes to working with clients to determine the right Investment Strategy for them.

  • How Tariffs May Impact the Aerospace Industry and Airline Pilots

    Discover the key financial rules everyone should follow. From 50/30/20 to the pay yourself first rule, learn how to save more, spend wisely and achieve financial freedom. 

  • Women and Retirement: What You Need to Know

    Understand the importance of retirement planning for women and what to expect as you prepare for the future.

  • Enhancing Retirement Plan Outcomes: A Guide for Employers and Their Employees

    Discover key strategies for enhancing employer-sponsored retirement plans and improving employee financial well-being.

  • A Shift in the Tech Landscape

    Ron Lehmann, Director of Retirement Plan Services, was featured in Plan Adviser to discuss the essential role of cybersecurity and the changing tech landscape.

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