Search Results

Showing 331 to 340 of 954 results for Buying a Home

  • Jamie Wolf VP Private Banking

    As Vice President, Private Banking, Jamie builds relationships with clients while focusing on their complete financial picture. Additionally, she collaborates with fellow business partners to provide financial solutions to meet an individual’s unique needs. She takes pride in being a trusted advisor to her clients, offering a personalized level of service to ensure that a client is on the path to building financial success.

  • Noah Recker Wealth Portfolio Analyst

    As a Wealth Portfolio Analyst, Noah manages client portfolios through meticulous rebalancing to ensure alignment with their tailored Investment Policy Statements. With a focus on tax efficiency, he navigates capital gains to minimize their impact, maximizing returns for his clients. Noah's approach is characterized by patience, in-depth knowledge and a positive outlook.

  • Jeffrey Budzisz, CTFA, AWMA® SVP Wealth Advisor

    As Senior Vice President, Wealth Advisor, Jeff believes the best financial recommendations and solutions come from devoting the time up front to get a detailed view of each client’s unique situation. He focuses on designing and implementing investment strategies to help high net worth individuals and families, as well as corporations, meet their goals. His consultative planning approach includes helping people manage their investments and income at every stage of their lives.

  • Luke Kasten SVP Private Client Services Relationship Manager

    As Senior Vice President, Private Client Services Relationship Manager, Luke draws on his 18 years of wealth management experience to assist his clients. He’s dedicated to helping clients navigate their unique financial needs. His specialty is providing customized banking and lending solutions to create peace of mind and help his clients achieve their financial dreams. Luke focuses on a collaborative approach, leveraging the knowledge and resources from a team of banking and wealth advisors.

  • Zach Osman VP Private Banking

    As Vice President Private Banking, Zach manages clients’ financial circumstances and delivers personalized financial solutions and services to align with their unique needs and goals. With a focused approach, he ensures his advice is backed by a clear understanding of the “why” behind it. Zach values the importance of building close relationships with his clients, fostering an environment of honesty, transparency and open communication.

  • Michael Miller, JD VP Wealth Advisor

    As Vice President Wealth Advisor, Michael excels in guiding clients to clarify and achieve their financial goals. With a deep passion for solving complex problems, he leverages his extensive background in tax law to craft strategic wealth solutions. Michael provides thoughtful, personalized service, ensuring that each client's unique financial aspirations are met with the highest level of care and support.

  • Matthew Krier, C(k)P® Financial Advisor AVP, Johnson Financial Group Financial Advisors

    As Assistant Vice President Financial Advisor, Matthew delivers personalized guidance to individuals, families and business owners navigating retirement planning, investment strategy and long-term financial goals. His approach centers on simplifying complex financial concepts and building solutions step-by-step, ensuring clients never feel overwhelmed and can make decisions with genuine confidence. What sets Matthew apart is the combination of deep Wisconsin roots — his family immigrated from Luxembourg in the early 1840s and helped build the Belgium, Wisconsin community — and a coaching-based philosophy focused on meeting people exactly where they are. That heritage instilled a strong sense of stability, stewardship and commitment to helping others build something lasting.

  • Sam Anhalt AVP Wealth Advisor

    As Assistant Vice President Wealth Advisor, Sam creates financial strategies that align with their goals after diving deep into what matters most to you. With years of experience guiding clients through both wealth building and retirement, he knows the questions to ask before you even think of them. Whether you're facing a major financial decision or mapping out your long-term future, Sam cuts through the complexity with empathy and precision.

  • John Keller, CWS®, CTFA SVP Wealth Advisor

    As Senior Vice President, Wealth Advisor, John works with a team of knowledgeable portfolio managers, private bankers and other skilled professionals to provide custom wealth solutions, incorporating personalized financial and estate planning concepts to individuals and their families. In addition, John works with nonprofit organizations to identify the organizations' investment objectives and develop an investment policy statement that addresses both current spending needs and long-term objectives.

  • Kim Jankowski VP Private Banking

    As Vice President, Private Banking, Kim designs comprehensive financial solutions for individuals and families. With a keen eye for detail and a commitment to excellence, she ensures each client receives personalized advice tailored to their unique needs. Kim’s expertise in personal banking, wealth management and complex financial situations, enables her to help clients achieve their financial goals with precision and care. Through strategic planning and proactive relationship building, Kim strives to exceed expectations and cultivate lasting financial legacies.
Back to Top