Search Results

Showing 301 to 310 of 960 results for Planning for Retirement

  • A Parent's Playbook for Raising Financially Fit Kids

    Teaching kids about money starts long before their first paycheck. Learn more as Nicole Farbo shares practical ways to build healthy financial habits and confidence at every stage of childhood.

  • Green Bay Prepares for the 2025 NFL Draft: A Boost for Local and State Economies

    Investment Analyst Drake Dorfner writes how the NFL Draft—scheduled for next week in Green Bay—isn’t just something for football fans to be excited about… it’s likely to be a boom to the Green Bay and state economy as well!

  • Part I of II: The financial advisor’s role in “gray divorce”

    This is the first part of a two part series on gray divorce. The first part will focus on the financial advisor's role in the gray divorce.

  • 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.

  • Personal Banking Solutions

    We're here to be a trusted partner for life's biggest moments, no matter what financial needs you may encounter along the way.

  • Heidi Rollin Private Banking Officer

    As a Private Banking Officer, Heidi builds meaningful connections with her clients by understanding their unique financial stories and goals. Heidi excels in navigating complex financial situations, always striving to exceed client expectations. Her approach is both thorough and empathetic, ensuring her clients feel supported and valued every step of the way.

  • Lifetime Gifting Strategy Part II: The Heart of Gifting

    In the second of a two-part series, Joe Maier, JD dives into the “heart” side of giving. Remembering to ask yourself questions that focus on the “why,” “who,” and “when” of giving can help you to make the most impact with your gift.

  • Anisa Dunn SVP Senior Fiduciary Services Manager JD, CWS®

    As Senior Vice President, Senior Fiduciary Services Manager, Anisa leads a team of professionals who collaborate with clients to deliver high-quality fiduciary and financial services. Anisa leads our Estate Administration and Fiduciary Services team. She is an attorney with over fifteen years of legal and professional-level management experience. Since joining Johnson Financial Group, Anisa has served as a Wealth Fiduciary Advisor and Private Banking Regional Manager, gaining knowledge in both the investment and bank businesses. Formerly Racine’s Family Court Commissioner, Anisa served as the presiding court official over hundreds of cases dealing with complex financial situations and family dynamics.

  • Kim Jankowski VP Private Banking

    As Vice President, Private Banking, Kim designs comprehensive financial solutions for individuals and families. With a keen eye for detail and a commitment to excellence, she ensures each client receives personalized advice tailored to their unique needs. Kim’s expertise in personal banking, wealth management and complex financial situations, enables her to help clients achieve their financial goals with precision and care. Through strategic planning and proactive relationship building, Kim strives to exceed expectations and cultivate lasting financial legacies.

  • Nicole Farbo, CFP® SVP Wealth Fiduciary Advisor

    As Senior Vice President, Wealth Fiduciary Advisor and a CERTIFIED FINANCIAL PLANNER™ professional, Nicole provides personalized financial planning and trust services to clients with complex needs to create, grow and preserve their assets. She builds relationships with her clients, their families and their trusted professionals in order to understand how to best help them achieve their goals. With former experience as a Private Banker and Financial Advisor, Nicole is experienced in managing both sides of an individual’s balance sheet, enabling her to look at a client’s financial picture holistically and recommend solutions that support their overall financial plan.
Back to Top