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Showing 21 to 30 of 297 results for Succession

  • The 50/30/20 Rule Explained: A Simple Budgeting Strategy for Financial Success

    Discover how the 50/30/20 rule simplifies budgeting. Learn to allocate your income using the 50/30/20 budget method to achieve financial freedom. 

  • Helen Johnson-Leipold shares business tips for success at Marquette speaker series

    Helen Johnson-Leipold was Tuesday night’s keynote speaker during Marquette University’s 2022 June and Herman Loebl Women Business Leaders Speaker Series. Johnson-Leipold is the chairman and CEO of Racine-based Johnson Outdoors Inc., chairman of Johnson Financial Group, and chairman of The Johnson Foundation at Wingspread.

  • Your Financial Fresh Start: A Strategic Guide to 2026 Success

    Stop running your finances on autopilot. 2026 is your fresh start — time to reset, refocus and build a strategy that actually works.

  • 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.

  • Kelly Krueck VP Commercial Banking Portfolio Manager

    As a Vice President in Commercial Banking, Kelly manages the day-to-day banking needs for her clients.

  • 2024 Wins

    Learn more about our 2024 successes.  

  • 2025 Wins

    Learn more about our 2025 successes.  

  • Trey Grassl AVP Wealth Advisor

    As Assistant Vice President Wealth Advisor, Trey guides clients toward their unique financial objectives by prioritizing what matters most to them. He believes successful wealth strategies start with understanding clients’ wants, needs and wishes. By collaborating with advisors on his team, Trey delivers a holistic wealth management approach that addresses each area of their financial lives.

  • Scott Fortune SVP Commercial Banking

    As Senior Vice President, Commercial Banking, Scott is focused on providing tailored solutions to help you achieve your financial goals and objectives. As a trusted partner, his direct approach allows him to build long-term, meaningful relationships and to create additional value for his clients.

  • 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.
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