Search Results

• Becky McClelland AVP Private Banking

  As Assistant Vice President, Private Banking, Becky is a dedicated partner who goes above and beyond to help clients achieve their financial goals. With a deep commitment to personalized service, she understands each client's story is unique. She provides the highest level of care along with tailored recommendations and solutions to meet her clients' evolving plans.

• Steven Reuhl SVP Wealth Regional Sales Manager

  As Senior Vice President, Wealth Regional Sales Manager, Steven leads a team dedicated to delivering tailored financial advice and solutions while continuing to serve clients directly. He draws on his wealth management background to help both his team and his clients navigate unique financial goals, risk tolerance and lifestyle aspirations to develop strategies that maximize wealth preservation and growth. Steve takes a proactive approach by staying current on industry trends and regulatory changes to keep his team informed and his clients well-advised. He believes in the power of collaboration and strong leadership to drive optimal outcomes and lasting, positive impact on the lives of those they serve.

• Anisa Dunn SVP Senior Fiduciary Services Manager JD, CWS®

  As Senior Vice President, Senior Fiduciary Services Manager, Anisa leads a team of professionals who collaborate with clients to deliver high-quality fiduciary and financial services. Anisa leads our Estate Administration and Fiduciary Services team. She is an attorney with over fifteen years of legal and professional-level management experience. Since joining Johnson Financial Group, Anisa has served as a Wealth Fiduciary Advisor and Private Banking Regional Manager, gaining knowledge in both the investment and bank businesses. Formerly Racine’s Family Court Commissioner, Anisa served as the presiding court official over hundreds of cases dealing with complex financial situations and family dynamics.

• Tyler Mosley, CTFA VP Wealth Advisor

  Tyler assists our clients with a variety of services including processing account distributions, creating performance reports and client presentations, as well as assisting clients in resolving their issues. He understands our clients come to us for a service, but they also see us as their partner. They are putting considerable trust in us, which Tyler takes very seriously. He has a very personal style, and loves listening to people to get a feel for what makes them tick. This allows him to build a rapport and ultimately a strong relationship with his clients.

• Jamie Wolf VP Private Banking

  As Vice President, Private Banking, Jamie builds relationships with clients while focusing on their complete financial picture. Additionally, she collaborates with fellow business partners to provide financial solutions to meet an individual’s unique needs. She takes pride in being a trusted advisor to her clients, offering a personalized level of service to ensure that a client is on the path to building financial success.

• Pam Stubler, AIF®, CWS® Financial Advisor SVP, Johnson Financial Group Financial Advisors

  As Senior Vice President, LPL Financial Advisor, Pam works with individuals and families to develop personalized, comprehensive plans designed to work towards meeting their current and future financial planning goals and objectives. Additionally, she provides investment solutions that make sense for a client’s specific needs. Through regular reviews, Pam informs clients of any necessary adjustments to keep them on track and strives to ensure a comfortable transition through each phase of their lives.

• 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.

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

  As Vice President, LPL Financial Advisor, Kyle uses his 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.

• Joe Maier, JD, CPA SVP Director Wealth Strategy

  As Senior Vice President, Director of Wealth Strategy, Joe is knowledgeable in helping clients with their business succession, financial and estate planning, and post-death administration needs. He has a breadth of experience serving family businesses and a deep understanding of wealth transfer strategies. Along with strong leadership and collaboration in corporate and private law practice environments, Joe is well-versed in working with family offices, business owners, and corporate executives to help them meet their wealth and legacy planning goals.

• Kyle Tripp, CFA®, CFP® SVP Wealth Portfolio Manager

  As Senior Vice President, Wealth Portfolio Manager, Kyle is dedicated to understanding your financial goals and helping you reach them. He specializes in crafting plans and investment portfolios with a focus on limiting your exposure to risk. Kyle is also adept at explaining and adjusting that strategy based on the current financial environment.