Search Results
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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. -
Johnson Financial Group's Construction Special Offer
A Financing Partner with Harpe Development
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Brooke Harycki VP Private Banking Certified Wealth Strategist®
As Vice President Private Banking, Brooke combines her deep financial knowledge of banking and lending with her ability to make every client feel genuinely valued and understood. She approaches Private Banking with precision, intentionality and a concierge-level commitment to each client's unique goals. She is a trusted partner who’s invested in helping elevate her client’s financial lives. -
Jackie Ruppel SVP Private Client Banking Leader Certified Wealth Strategist®
As Senior Vice President, Private Client Banking Leader, Jackie manages Johnson Financial Group's Private Client Banking team. Alongside her team, Jackie is dedicated to helping clients navigate their complex financial needs and provides customized solutions to help them achieve their financial goals. Jackie emphasizes a collaborative approach, leveraging the expertise and resources of bank and wealth advisors. As a Certified Wealth Strategist®, Jackie draws upon her extensive financial knowledge in banking and lending to guide her teams and deliver valuable solutions for clients. -
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. -
Becky McClelland AVP Private Banking
As Assistant Vice President, Private Banking, Becky is a dedicated partner who goes above and beyond to help clients achieve their financial goals. With a deep commitment to personalized service, she understands each client's story is unique. She provides the highest level of care along with tailored recommendations and solutions to meet her clients' evolving plans. -
Tyler Mosley, CTFA VP Wealth Advisor
Tyler assists our clients with a variety of services including processing account distributions, creating performance reports and client presentations, as well as assisting clients in resolving their issues. He understands our clients come to us for a service, but they also see us as their partner. They are putting considerable trust in us, which Tyler takes very seriously. He has a very personal style, and loves listening to people to get a feel for what makes them tick. This allows him to build a rapport and ultimately a strong relationship with his clients. -
Ed Blaney SVP Private Banking Area Manager
As Senior Vice President, Private Banking Area Manager, Ed leads a team of private bankers who serve clients throughout Wisconsin. He collaborates with his team to provide an exceptional client experience and identify opportunities to help every individual with their financial needs. Ed is passionate about putting clients at the center of everything he does. His goal is to listen and learn as much as he can about each client and their family, providing recommendations that are truly helpful in achieving their financial goals. -
Steven Reuhl SVP Wealth Sales Manager
As Senior Vice President, Wealth Sales Manager, Steven leads a team dedicated to delivering tailored financial advice and solutions while continuing to serve clients directly. He draws on his wealth management background to help both his team and his clients navigate unique financial goals, risk tolerance and lifestyle aspirations to develop strategies that maximize wealth preservation and growth. Steve takes a proactive approach by staying current on industry trends and regulatory changes to keep his team informed and his clients well-advised. He believes in the power of collaboration and strong leadership to drive optimal outcomes and lasting, positive impact on the lives of those they serve. -
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.