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Showing 241 to 250 of 596 results for Succession Planning

  • A New Year's Resolution

    One of our client's spouse spent the better part of 20 years—maybe even more—trying to convince her husband to get their estate plan in order.

  • 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.

  • Justin Mager Financial Advisor AVP, Johnson Financial Group Financial Advisors

    As a Financial Advisor, Justin believes that financial planning is foundational to his client relationships. He enjoys collaborating with clients to customize strategies that help them work toward achieving their goals. As part of his planning process, he specializes in income strategies, asset protection planning and tax-efficient investing.

  • Julie Grosso, CTFA AVP Wealth Fiduciary Administrator

    As Assistant Vice President, Wealth Fiduciary Administrator, Julie provides trusted support to individuals and families navigating trust and estate administration. She partners closely with clients, advisors and professional service providers to ensure fiduciary responsibilities are handled with accuracy, transparency and care. With a strong attention to detail and a thoughtful, client focused approach, Julie helps simplify complex administrative and tax related matters while keeping clients informed every step of the way. Her goal is to deliver dependable service and peace of mind throughout the fiduciary relationship.

  • Kyle J. Rossi, CFP®, EA, ChFC®, CDFA®, AIF®, BFA® Financial Advisor VP, Johnson Financial Group Financial Advisors

    As Vice President, Financial Advisor, Kyle uses his extensive knowledge of investments and financial planning to help clients work towards their short- and long-term financial goals. He builds strong relationships with clients while delivering comprehensive, tailored financial solutions to help them succeed.

  • 2024 Wins

    Learn more about our 2024 successes.  

  • 2025 Wins

    Learn more about our 2025 successes.  

  • Dave McEvoy VP Portfolio Manager

    As Vice President, Portfolio Manager David helps clients achieve their financial goals through a conservative and disciplined strategy. His approach is designed to achieve the long-term growth objectives of each client portfolio he manages.

  • What You're Feeling Is Normal, Biological and Curable: Loss Aversion, Regret Aversion and Herd Mentality

    It is hard to remember any time comparable to the last couple of weeks. We are faced with multiple types of fear: fear of the unknown (both medical and economic); fear for our loved ones, our lives and our lifestyle; fear of bad math and fear of scary math. This article will cover what it will cover are those fears our brains create that could have a detrimental impact on our economic future.

  • John Buresh SVP Commercial Real Estate Regional Manager

    As Senior Vice President, Commercial Real Estate Manager, John and his team work hard to build and maintain relationships with clients including professional real estate developers and investors based in Southeastern Wisconsin. John likes to understand as much as he can about his clients’ needs. From there, he makes honest recommendations on the most appropriate solutions to fit their unique situation. John focuses on clients’ long term success, with a goal of becoming their longtime trusted advisor.
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