Showing 261 to 270 of 322 results for Buying

  • 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.
  • Chad Welwood VP Private Banking

    As Vice President, Private Banking, Chad serves as the main point of contact for his clients’ private banking needs. He gets to know each client personally to find out what is most important to them and their family. By listening to their short and long-term financial goals, Chad provides tailored solutions to help individuals and families plan for life’s various stages.
  • 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.
  • Kim Jankowski VP Private Banking

    As Vice President, Private Banking, Kim designs comprehensive financial solutions for individuals and families. With a keen eye for detail and a commitment to excellence, she ensures each client receives personalized advice tailored to their unique needs. Kim’s expertise in personal banking, wealth management and complex financial situations, enables her to help clients achieve their financial goals with precision and care. Through strategic planning and proactive relationship building, Kim strives to exceed expectations and cultivate lasting financial legacies.
  • Karla Losey, CFP®, CWS® VP Wealth Advisor

    As Vice President Wealth Advisor, Karla dedicates herself to understanding the personal and professional aspirations of her clients. Drawing on her extensive background in banking, which spans from lending to business banking, she crafts tailored financial strategies to help her clients reach their goals. Karla is deeply committed to building strong, lasting relationships by actively listening and working closely with her clients to ensure their financial plans align with their unique needs and objectives.
  • Noah Recker Wealth Portfolio Analyst

    As a Wealth Portfolio Analyst, Noah manages client portfolios through meticulous rebalancing to ensure alignment with their tailored Investment Policy Statements. With a focus on tax efficiency, he navigates capital gains to minimize their impact, maximizing returns for his clients. Noah's approach is characterized by patience, in-depth knowledge and a positive outlook.
  • Michael Miller, JD VP Wealth Advisor

    As Vice President Wealth Advisor, Michael excels in guiding clients to clarify and achieve their financial goals. With a deep passion for solving complex problems, he leverages his extensive background in tax law to craft strategic wealth solutions. Michael provides thoughtful, personalized service, ensuring that each client's unique financial aspirations are met with the highest level of care and support.
  • Kathy Ciszewski SVP Private Client Services Relationship Manager CFP®, CEP®

    As Senior Vice President, Private Client Services Relationship Manager, Kathy strongly believes in the holistic view of personal finance and ensuring that each part works in unison to meet the goals and objectives critical for individual clients. Kathy concentrates her time on delivering exceptional service and executing and coordinating the delivery of comprehensive financial planning.
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