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  • 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.

  • Joshua Legan VP Private Banking Relationship Manager

    As VP Private Banking Relationship Manager, Joshua distills complex financial situations into clear, executable strategies. Joshua’s patient, trust-based approach helps him understand their unique story before determining the right solutions for his clients. He builds partnerships rooted in problem-solving and genuine understanding.

  • Grace Anderson, AIF®, CTFA VP Wealth Advisor

    As Vice President Wealth Advisor, Grace establishes relationships with clients and delivers highly personal, strategic solutions for their individual needs. She views herself as a thoughtful collaborator and finds great satisfaction in helping clients navigate complex financial matters with an emphasis on seeing the bigger picture. In 2022, Grace earned the Accredited Investment Fiduciary designation from fi360, and in 2024, she earned the Certified Trust Fiduciary Advisor designation through the American Banker’s Association.

  • Eric Bernal SVP Wealth Advisor & Portfolio Manager

    As Senior Vice President, Wealth Advisor & Portfolio Manager, Eric works with the wealth team to understand clients’ goals and objectives for investment savings. He also constructs portfolios while providing ongoing management to help clients reach their goals. Eric understands the importance of communication and asking questions to help clients identify what they are trying to accomplish. Once goals and expectations are determined, Eric enjoys building strategies and executing a plan to succeed.

  • Samantha Guthrie, CFP®, RSSA®, AIF®, CDFA® Financial Advisor VP, Johnson Financial Group Financial Advisors

    As Vice President, Financial Advisor, Samantha is committed to using a holistic approach to financial advising. She partners with her fellow associates to ensure her clients receive personalized advice in all areas of their financial picture.

  • Dan Plewa Associate Financial Advisor Johnson Financial Group Financial Advisors

    As an Associate Financial Advisor, Dan partners with his team to assist clients with their investment and financial planning needs. He focuses on developing strong relationships with clients to help them through every step of their financial journey. Dan aims to understand clients on a personal level to create a financial plan tailored to every individual’s unique situation.

  • Michael Rowley Associate Financial Advisor Johnson Financial Group Financial Advisors

    As an Associate Financial Advisor, Michael is committed to helping his clients achieve their life and retirement goals. With a proactive and personalized approach, he provides comprehensive investment and financial planning advice that anticipates and addresses his clients’ unique needs. Michael is dedicated to building long-term relationships with his clients based on trust, respect and open communication. He strives to empower his clients with the knowledge and tools necessary to make informed financial decisions.

  • Successful Succession Part II of VI: How To Maximize The Impact Of Business Transition

    This is the second part of a six-part series focused on planning and implementing a successful succession strategy. The series focuses on a business-owning couple—William, 63 and Susan, 60—along with their three children: Nancy, 28; John, 25 and Amanda, 20.

  • Mike Lacey Financial Advisor VP, Johnson Financial Group Financial Advisors

    As Vice President Financial Advisor, Mike specializes in aligning his clients' investments with their priorities. His collaborative, action-driven approach helps clients gain clarity and confidence, answering the two questions they ask most often: “How am I doing?” and "Will I be okay?" What sets him apart is his commitment to knowing clients on a personal level and building long-term relationships rooted in trust.

  • Alex Pudlo, CFP®, ChFC® VP Wealth Advisor

    As Vice President, Wealth Advisor, Alex works with clients to align their financial resources with their goals through financial and estate planning and investment management. He is passionate about showing clients the financial impact of their life choices, so they can clearly visualize the outcome before making important and complex decisions. As an avid learner, Alex shares his knowledge and experience with clients through clear communication and empathy.
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