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Showing 321 to 330 of 960 results for Planning for Retirement

  • 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.

  • 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.

  • Do you need an estate plan? No, but you want one.

    This is part of an ongoing series of articles about estate planning and succession planning, written by Joe Maier, JD, CPA, Senior Vice President, Director of Wealth Strategy

  • Johnson Financial Group plans new branches, including in West Milwaukee

    Johnson Financial Group is planning to build a 4,500-square-foot retail branch at 4319 W. National Ave. in West Milwaukee.

  • When the Inheritance is Junk to Heirs, Advisors Need a Plan

    Learn from Director of Wealth Strategy Joe Maier how to create an estate plan that truly reflects what matters to your family when it comes to your valuables.

  • Part II of II: Why financial disclosure is central – and often challenging – in “gray divorce”

    This is the second part of a two part series on gray divorce. The second part will focus on the critical topic of financial disclosure.

  • What are your financial priorities?

    No matter your situation, your financial success requires careful planning and professional guidance. Together, we’ll create a plan as unique as you.

  • 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.

  • Selina Garcia VP Private Client Services Relationship Manager Certified Wealth Strategist®

    As 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.
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