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  • 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.

  • Sell or Renovate: Unpacking Key Factors to Help You Decide

    Should you sell or renovate? In this episode of Your Money. Your Mission, we’ll guide you through making the best decision for your lifestyle and budget. We share practical tips and delve into real-life stories of those who’ve faced the same choice.

  • 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.

  • Social Security Optimization

    In the latest Retirement Readiness Educational Series, Samantha Kolb and Samantha Guthrie discuss Social Security optimization — covering benefit basics, timing strategies and key considerations like spousal benefits and Medicare to help individuals approaching retirement make informed decisions.

  • Part III of III: The Goldilocks Planning Solution to the Reduction in the Transfer Tax Exemption

    This is the third and final part of a three-part series on the use of a spousal lifetime access trust (or SLAT) to eliminate the risk of changes in the estate and gift tax system.

  • Equity Update: Policy Uncertainty and a Chance to Play Offense

    Market volatility can raise questions and concerns. Chief Investment Officer, Dominic Ceci, and Portfolio Manager, Eric Bernal, sat down to discuss the latest market fluctuations, what’s driving them and how to think about the current volatility.

  • Building a House? Three questions to ask lenders about construction loans.

    Johnson Financial Group's Andy Dongarra, VP Mortgage Field Manager, discusses the prospect of building your own home and minimizing challenges by asking questions of your lender up front.  You probably know to ask about interest rates and fees. But unless you’re already familiar with construction financing, you may not think to ask these three questions. 

  • Navigating Family Wealth

    Managing family wealth involves more than just financial planning; it requires a deep understanding of the emotional value behind these assets. Watch our video to learn how to navigate the complexities of emotionally resonant assets and preserve your family's legacy.

  • 2025 Investment Outlook – Dare to Be Diversified

    Complementing our overall quarterly outlook, Director of Equity Strategy Jason Herried digs deeper into our expectations for the Stock Market in 2024—in a period of strong investor sentiment but still above-average recession risk.

  • 4 Essential Business Loan Options Every Business Owner Should Know

    When a business owner is seeking financing, there are four key financing options to consider. From lines of credit to term loans, here’s an overview of each business loan, highlighting their benefits and considerations to help you make informed decisions about your financing needs.

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