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Showing 271 to 280 of 689 results for Protecting My Business

  • Susan Baran, CFP® VP Wealth Advisor

    As Vice President Wealth Advisor, Susan provides high-level financial guidance and strategic planning to help clients achieve their long-term goals and objectives. Additionally, she specializes in developing and implementing effective succession plans to ensure a smooth transition and continued success for business owners. Susan takes a collaborative approach to financial planning, ensuring her clients are fully engaged and motivated to achieve their goals.

  • Scott Rescigno Wealth Fiduciary Advisor

    As Wealth Fiduciary Advisor, Scott specializes in guiding clients through a comprehensive range of financial services, including retirement planning, estate planning, wealth accumulation, charitable gifting and legacy planning. His approach is rooted in building deep, multigenerational relationships with the families he serves, with the goal of helping them create, preserve and transfer wealth across generations. By aligning each strategy with his clients’ personal values and long-term goals, Scott strives to provide clarity, confidence and continuity in every stage of their financial journey.

  • Merchant Services

    Whether you serve corporate customers, consumers or a combination of both, it's important for your business to accept cards as a payment method and process payments quickly, accurately and securely.

  • CEO Jim Popp Honored as Distinguished Executive

    CEO Jim Popp received a special award at the Wisconsin Business Hall of Fame ceremony on June 23. Jim was honored last year as a Distinguished Executive, but the ceremony was postponed due to the pandemic. He was recognized along with other notable figures in an outdoor ceremony at the JA Kohl Center.

  • Kelsey Ellsworth, CFA® VP Wealth Portfolio Analyst Manager

    As Vice President, Wealth Portfolio Analyst Manager, Kelsey works to construct customized portfolios for individual and corporate clients. She is dedicated to understanding each client’s risk and reward profile to deliver solutions that meet their unique goals and objectives. Kelsey also leads a team of Portfolio Analysts who provide portfolio support to our advisors and clients.

  • Christy Waldner VP Consumer Banking Regional Manager

    As Vice President, Consumer Banking Regional Manager, Christy focuses on leading a knowledgeable group of personal banking professionals in the Madison and South Central regions. She and her team believe each client has a unique story and their financial health is a means to supporting future goals and dreams. The team is committed to getting to know clients on a personal level to help them achieve what matters most. Christy enjoys the opportunity to recruit, train and develop her team of consumer associates while partnering with Private Banking, Business, Commercial and Wealth associates. This collaboration provides clients with the right knowledge and resources to meet their wide range of financial needs.

  • Brad Mazola Senior Vice President – Wealth Advisor

    As Senior Vice President – Wealth Advisor, Brad is responsible for creating, implementing and overseeing effective wealth management strategies. He provides valuable assistance to clients in areas such as investment management, retirement planning, estate and trust planning, business succession and charitable giving strategies. Brad takes a holistic approach by collaborating with clients to establish a well-defined roadmap towards accomplishing their personal and financial goals. His sincere dedication to helping individuals thrive financially is evident in his work.

  • 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.

  • Dani Morillo, CFP® Associate Financial Consultant Johnson Financial Group Financial Advisors

    As an Associate Financial Consultant, Dani serves as a trusted partner to clients, guiding them through their financial journeys with clarity and purpose. Through sound financial planning and the cultivation of long-term relationships, he ensures that clients remain at the center of every decision and strategy he implements. Dani’s commitment to excellence and strong work ethic drives him to provide the highest level of service to his clients.

  • Grant Moll, CFP® VP Wealth Advisor

    As Vice President Wealth Advisor, Grant partners with clients to navigate their wealth with confidence and clarity. His approach centers on proactive communication and strategic foresight. Grant works closely with clients to anticipate opportunities and challenges before they arise. With a commitment to building lasting relationships, he takes the time to truly understand what matters most to each client, ensuring their financial plan evolves alongside their changing needs and goals.
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