Search Results
-
Selina Garcia SVP Private Client Services Relationship Manager Certified Wealth Strategist®
As Senior Vice President, Private Client Services Relationship Manager, Selina serves as a trusted advisor to her clients, simplifying complex financial matters and helping them preserve and grow their wealth. She partners closely with internal teams, like commercial, mortgage and wealth management, to deliver a holistic approach that ensures clients receive the highest level of service. Selina follows a highly personalized, proactive and relationship-focused approach by taking the time to understand each client’s unique goals so she can provide tailored solutions to fit their needs. -
Mary Wallisch VP Private Banking Certified Wealth Strategist®
As Vice President, Private Banking, Mary's focus is on helping clients achieve their financial goals by truly understanding what is most important to them. As a Certified Wealth Strategist®, she builds strong relationships with her clients, working with them as a trusted advisor and providing tailored solutions for their unique financial needs. -
Jennifer Mistretta VP Private Client Services Relationship Manager
As Vice President Private Client Services Relationship Manager, Jennifer ensures clients reach their financial aspirations by assembling a dedicated team of experts. Together, they guide clients in clarifying and articulating the impact they wish to have on the people and organizations that matter most to them. This team then crafts a tailored plan to help clients achieve their goals with confidence and precision. Jennifer follows a collaborative and customer-centric approach with a commitment to building deep relationships and providing customized solutions. -
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. -
Allison Moeschberger, CFP® VP Wealth Advisor
As Vice President Wealth Advisor, Allison provides personalized financial guidance through comprehensive planning. She addresses client needs across cash management, tax planning, distribution analysis and estate planning, leveraging her experience from both large and small RIAs. With a comfortable and thorough approach, Allison connects with her clients on a personal level, delivering tailored advice to meet their unique financial objectives. -
Bryant Shurn Director of Wealth Services
As Director of Wealth Services, Bryant oversees the firm’s advisory sales teams, strengthens growth strategies and supports initiatives to enhance client experience and sales performance across the wealth management business. He partners closely with his team to ensure client outcomes remain the center of every strategy. Bryant also plays a key role in developing his team and fostering a culture of collaboration and growth that positions the wealth team for long-term success. -
JFG Supports Affordable Housing through FHLBank Chicago
FHLBank Chicago is pleased to connect with Johnson Financial Group and Rawhide Youth Services, to learn about The Starr Youth Home. This newly constructed, 10,000 square-foot home will be specifically designed to increase safety, convenience, and much needed capacity to serve at-risk boys who suffer from severe trauma and abuse. $240,000 will be utilized to build a single site residential facility containing 16 total units.
-
Natalie Klika AVP Private Banking
As Assistant Vice President, Private Banking, Natalie partners with a team of knowledgeable financial professionals to provide exceptional service and help clients achieve their goals. She works with clients to understand their unique financial picture and provides tailored solutions to meet their needs. -
Jon Wangerin SVP Private Banking Area Manager Certified Wealth Strategist®
As Senior Vice President, Private Banking Area Manager, Jon assists affluent clients and families to identify financial solutions and lending options that fit their specific needs. He and his team, focus on building long-term relationships and providing a high level of service to ensure you receive the best possible client experience. -
Anita Resch, CFP® SVP Senior Fiduciary Services Manager
As Senior Vice President Senior Fiduciary Services Manager, Anita develops and builds personal relationships with clients and their families. She considers herself a problem solver, advisor and a friend with a heartfelt interest in financial planning, estate planning, estate settlement and family dynamics. Anita is passionate about serving her clients, collaborating with professional partners to further assist with their estate, financial and business succession planning needs. She is honored to assist families navigate complicated and unique financial matters. Through a customized and highly personal approach, Anita provides clients with education and options for solutions.