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Showing 311 to 320 of 531 results for Planning

  • Russ Plewa SVP Commercial Banking

    Russ specializes in advising middle market businesses how to grow, finance expansion projects, complete dividend recaps and acquisitions. Russ is a creative person who truly considers how to solve problems from different angles. He helps clients grow their company through connections, unique ideas, and by providing proactive long-term advice with a sense of urgency. Russ has worked with over 500+ companies through high growth, transitions and large expansion projects, giving him insight on how to help companies navigate through a broad range of situations. He has a unique background in accounting, engineering, and finance giving him insights on how to offer a variety of solutions, especially for manufacturing companies.

  • Viktor Gottlieb SVP, Senior Commercial Banking Manager - Milwaukee

    As SVP, Senior Commercial Banking Manager for the Milwaukee region, Vik is responsible for overseeing the operational success of Commercial Banking in Milwaukee. He and his team partner with Commercial Banking clients to deliver comprehensive financial solutions, including banking, wealth and insurance services. Along with managing the Milwaukee team, Vik builds strong relationships with clients by taking time to truly understand the strategic goals and direction of their business. He develops partnerships with associates at all levels of an organization and aims to be a dependable financial partner that clients can trust.

  • Strategy in a New Tax Era Navigating the One Big Beautiful Bill

    Discover how recent legislation impacts your financial plan and investments. Chief Investment Officer Dominic Ceci, Director of Wealth Strategy Joe Maier, and SVP Wealth Fiduciary Advisor Kelly Mould discuss the implications and share guidance for navigating today's dynamic market.

  • Getting Married

    Are you and your future spouse aligned financially? Taking time to discuss money before the big day can help you avoid conflict after you say “I do”.

  • Navigating the Complexities of Investment Taxes

    Learn more as Johnson Financial Group Financial Advisors and guest speaker Ryan Dooyema from Russell Investments as we discuss strategies to help you manage the tax burden on your investments and prepare your portfolio for potential tax changes.

  • Starting Out

    You just finished your residency and you are starting your career as a doctor. Maybe you’re preparing to sign your first employment contract. Or, perhaps you have already signed a multiyear contract that will come with a significant increase in income. We want to help set you up for success with financial strategies and solutions to ensure your money continues to grow as you mature in your career.

  • Barry Fries VP Commercial Banking

    As Vice President, Commercial Banking, Barry generates and manages commercial loan and deposit relationships with clients. His primary focus is working closely with privately held businesses to help provide financial solutions that will have a positive impact on their bottom line. He also handles loan inquiries and meets regularly with clients and prospects to discuss the best potential lending solutions to meet their unique financial needs. When consulting with clients, Barry takes a value-added approach, identifying strengths as well as areas for improvement. His experience in commercial credit sets him apart, enabling him to thoroughly analyze a company’s financial statements to fully understand his clients’ business as he supports and guides them to success.

  • Bruce Zak SVP Regional President, Northeast

    As SVP Regional President of the Northeast, Bruce serves businesses in a wide array of industries that are prevalent in Northeast Wisconsin. He approaches each client with a desire to understand their individual goals and priorities and works to find solutions that fit their unique situation. Bruce recognizes that each client has their own business opportunities and challenges and believes that the best part of his job is playing a role in their success. He works hard to understand what is most important to a client to build long-term relationships built on mutual trust and respect.

  • 10 Topics to Know for Financial Literacy

    Financial literacy is an important topic we all should be informed about. In talking with a particular client, we’ve written this article from the vantage point of a concerned son and parent.

  • Charitable Giving Designed to Enhance Non-Charitable Goals: Part V of VI and Understanding Testamentary Charitable Lead Trusts

    This is the fifth part of a six-part series on charitable giving. The previous articles all focused on the Howards, a couple that had a charitable mission inspired by their son James’ childhood cancer. The Howards were prototypical charitable donors; their philanthropy was driven by a cause, and they used the tax code to enhance their impact.

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