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  • Meg Marciniak VP Private Client Services Relationship Manager

    As Vice President, Private Client Services Relationship Manager, Meg assists affluent clients with creative solutions for their personal banking and wealth management needs. She partners with teams across Johnson Financial Group to provide her clients with a comprehensive strategy to manage their entire financial picture. With a diverse background in business and finance, she uses her unique skillset to build trusted relationships through a lighthearted approach. Knowing that every financial story is unique, Meg takes time to understand and navigate each client’s individual needs with the highest level of care.

  • Ed Blaney SVP Private Banking Area Manager

    As Senior Vice President, Private Banking Area Manager, Ed leads a team of private bankers who serve clients throughout Wisconsin. He collaborates with his team to provide an exceptional client experience and identify opportunities to help every individual with their financial needs. Ed is passionate about putting clients at the center of everything he does. His goal is to listen and learn as much as he can about each client and their family, providing recommendations that are truly helpful in achieving their financial goals.

  • Claire Wordell Wealth Portfolio Analyst

    As a Wealth Portfolio Analyst, Claire partners with advisors and clients to deliver guidance on portfolio allocations, strategic recommendations and market dynamics. She works to ensure that portfolios align with clients’ overall financial picture through asset-allocation guidance, strategic rebalancing and ongoing Investment Policy Statement evaluation. Claire is committed to demystifying the investment process through clear education and meaningful relationships, empowering clients to navigate their financial journey with confidence as they work toward their long-term goals.

  • Video: When a Loved One Experiences Cognitive Decline

    It's challenging, yet important to plan and prepare for a loved one experiencing cognitive decline. Pam Stubler and Kelly Mould offer valuable insights and resources that can help you understand where to begin.

  • When Retirees Give Away Too Much Money

    Certain retirees can give away too much of their savings, and others just the opposite. Learn more as Johnson Financial Group's Joe Maier, Director of Wealth Strategy, gives his insights on how to achieve a well-rounded approach to your retirement finances.

  • Q4 2022 Economic & Market Outlook

    In our Q4 economic and market outlook, Johnson Financial Group’s Jason Herried and Ron Alberts share their outlook for the economy, fixed income and equity markets

  • Thomas Moore SVP Regional President Southeast

    As Southeast Regional President, Tom is responsible for overseeing the success of Commercial Banking in Racine and Kenosha counties, as well as Lake County, IL. Tom has extensive experience within the region, which contributes to his deep understanding of our clients and community, overseeing the operational success of Commercial Banking in Racine & Kenosha. He and his team partner with Commercial Banking clients to deliver comprehensive financial solutions, including banking and wealth services.

  • Matt Haas VP Commercial Banking Relationship Manager

    As Vice President Commercial Banking Relationship Manager, Matt is dedicated to delivering exceptional service to businesses across Wisconsin. He focuses on developing and maintaining long-term, meaningful relationships with closely held businesses. Matt takes time to understand each client’s business, specializing in developing customized solutions to meet their comprehensive financial needs. He has experience working with a variety of industries, including manufacturing, real estate, healthcare, distribution, logistics, transportation, service and others. He has provided financing for business expansions, acquisitions, equipment and working capital.

  • 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.

  • Laurie Olson SVP Commercial Banking

    As Senior Vice President, Commercial Banking, Laurie serves as a trusted financial services partner for commercial clients. She works with the treasury management, wealth management, and leasing teams at Johnson Financial Group to help clients with their overall financial picture. Using a responsive, high touch approach for every client need, Laurie takes time to truly get to know her clients on both a business and personal level.
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