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Showing 231 to 240 of 596 results for Succession Planning

  • Robert Cassiday AVP Commercial Banking

    As Assistant Vice President, Commercial Banking, Robert partners with a team of knowledgeable financial professionals to provide exceptional service and help clients achieve their goals. He works with businesses and families in the community to understand their unique financial picture and find solutions tailored to meet their needs.

  • 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.

  • Jill Fredericksen VP Wealth Fiduciary Administrator

    As Vice President, Wealth Fiduciary Administrator, Jill serves as the primary contact to the family office and the family’s external advisors. Her responsibilities encompass the establishment, execution and maintenance of family accounts, while diligently managing client files ensuring compliance with laws and regulations. Employing a collaborative approach, Jill fosters strong relationships with both clients and business partners, facilitating cooperation and delivering exceptional service.

  • Eric Trousil, CFA® SVP Wealth Portfolio Manager

    As Senior Vice President, Wealth Portfolio Manager, Eric works with individuals and non-profit organizations to create customized investment solutions. With a strong emphasis on providing a personalized experience, Eric actively listens to each client’s unique needs to deliver the most relevant financial solutions.

  • Why We Invest in Alternatives

    JFG Wealth Strategy Director Joe Maier, JD shares why estate planning is about more than inheritance — it's about creating lasting impact for your family.

  • Ready to Retire

    If you are just beginning to plan, nearing retirement or anywhere in between, get the advice and support you need to ensure a comfortable financial future.

  • Mike Fitzpatrick SVP Commercial Real Estate

    As Senior Vice President, Commercial Real Estate, Mike is responsible for establishing Johnson Bank’s first commercial real estate production office in the Twin Cities market. He specializes in providing middle market clients with construction, bridge and term loans for properties including multi-family, retail, industrial, office, as well as hospitality.

  • Demystifying Private Banking: What You Need to Know

    Learn how private banking delivers personalized financial solutions and local expertise with insights from Jackie Ruppel, SVP of Private Banking at Johnson Financial Group.

  • Do you really know what your spouse wants in retirement?

    Retirement planning with a spouse is a shared venture that inevitably involves differing visions. Here are six questions you and your spouse can ask yourselves—and each other—to help navigate the pivotal pre-retirement phase as smoothly as possible. 

  • Arnold Presser VP Portfolio Manager

    As Vice President, Portfolio Manager, Arnold specializes in designing and implementing investment strategies that help clients meet their life goals. He uses a consistent guided, managed approach and extensive knowledge, translating into a comprehensive and practical approach to wealth management.
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