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  • Downtown Madison Downtown Madison Banking, Wealth and Mortgage Lending in Madison

    Located in the heart of downtown Madison on East Doty Street near Martin Luther King Jr. Boulevard, Johnson Financial Group is a full-service branch offering banking, wealth, and mortgage lending solutions. We are proud to serve individuals and businesses throughout Wisconsin’s capital and Madison’s surrounding suburbs in Dane County. Our associates live and work in the greater Madison-area, generously supporting various local community organizations like United Way of Dane County, UW Madison Family Business Center, and the Clean Lakes Alliance. We look forward to assisting you with tailored solutions to help you achieve your financial goals.

  • The COVID Calculation: The current pandemic is upending many investment and estate-planning strategies

    Up until March, many people viewed 2020 as potentially being one of the best years ever in terms of their investments. All of that changed with COVID-19.

  • Joe Maier, JD, CPA SVP Director Wealth Strategy

    As Senior Vice President, Director of Wealth Strategy, Joe is knowledgeable in helping clients with their business succession, financial and estate planning, and post-death administration needs. He has a breadth of experience serving family businesses and a deep understanding of wealth transfer strategies. Along with strong leadership and collaboration in corporate and private law practice environments, Joe is well-versed in working with family offices, business owners, and corporate executives to help them meet their wealth and legacy planning goals.

  • Nick Lemke SVP Commercial Real Estate

    As Senior Vice President, Commercial Real Estate, Nick focuses on serving clients by growing and developing commercial real estate opportunities. He enjoys getting to know customers personally and seeks to develop relationships deeper than just business.

  • Howard Cagle VP, Senior Mortgage Loan Officer

    As Vice President, Senior Mortgage Loan Officer, Howard assists individuals and families with financing options throughout their entire homeownership journey. With experience in mortgage and real estate financing, he specializes in helping clients with new home purchases, construction financing and refinancing. Howard genuinely cares about each client and makes himself available to attend to their unique needs through a highly personal approach.

  • Kimberly Harris-Redmond Senior Relationship Banker

    As Senior Relationship Banker, Kimberly Harris-Redmond excels in providing exceptional service to her clients. Using her extensive background in banking and unique past customer service experience as a bridal boutique business owner, Kimberly understands the importance of building meaningful relationships with her clients. She's dedicated to deeply understanding her client’s needs so she can provide them personalized solutions to help them achieve their financial goals.

  • 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.

  • Laura Wolfgram VP Private Client Services Relationship Manager

    As Vice President Private Client Services Relationship Manager, Laura works closely with clients to understand their unique financial goals and craft strategies to achieve them. Laura's approach centers on building lasting relationships based on trust, transparency and proactive communication. Her flexible, responsive style ensures clients receive personalized strategies rather than one-size-fits-all solutions.

  • Brett Staaland AVP Wealth Advisor

    As Assistant Vice President Wealth Advisor, Brett partners with clients to align their financial strategies to their lives. His conversational approach opens discussions surrounding family dynamics and personal goals that clients haven’t considered before. Brett’s passionate about getting to understand his clients deeply, cutting through the complexity and building a financial plan that reflects their unique timeline and values.

  • 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.
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