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  • How to Manage Your Debt

    Learning how to manage debt puts you in control of your finances and allows you more financial freedom – from saving for family vacations to investing in retirement. Here's how to best manage and pay off your debt.

  • The 5 C’s of Credit

    This webinar is designed to help you develop a foundational understanding of credit and its impact on your overall financial situation. We'll explore the 5 C's of Credit, providing you with the knowledge to navigate the world of credit and make informed financial decisions.

  • 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.

  • Brett Staaland AVP Wealth Advisor

    As Assistant Vice President Wealth Advisor, Brett partners with clients to align their financial strategies to their lives. His conversational approach opens discussions surrounding family dynamics and personal goals that clients haven’t considered before. Brett’s passionate about getting to understand his clients deeply, cutting through the complexity and building a financial plan that reflects their unique timeline and values.

  • We Are All Fools—It’s Called Being Human

    This April Fool’s Day, beware of mental tricks like loss aversion, regret aversion, and herd behavior. Joe Maier, JD, shares tips in this week’s Wealth Insights column to help you avoid these pitfalls and keep your emotions in check.

  • Al McIlwraith VP Private Banking Certified Wealth Strategist®

    As Vice President, Private Banking, Al works directly with his clients to address all aspects of their financial life, from day-to-day banking and lending needs to longer term wealth management objectives. He has worked in the financial services industry since 1987 and brings diverse experience.

  • 3 Easy Money Management Tips Every College Student Should Follow

    Learn simple yet effective money management tips for college students — from credit card use to emergency savings.

  • 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.

  • Bob Leibham, CWS® Financial Advisor VP, Johnson Financial Group Financial Advisors

    As Vice President, LPL Financial Advisor, Bob draws on 25 years of experience to prepare diversified investment portfolios to help meet his clients’ current and future financial needs. He also ensures clients are kept well-informed of their evolving financial status. Knowing clients’ goals change, along with the investment environment, Bob strives to keep investment portfolios efficient and his clients financially comfortable.

  • 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.
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