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Showing 331 to 340 of 689 results for Protecting My Business

  • Commercial Rewards Card

    Simplify expense, card and travel management for your unique operations all in one card.

  • Timothy Foht SVP Portfolio Manager

    Tim is a good listener and shares a genuine interest for his clients’ needs. As Senior Vice President, Portfolio Manager, Tim uses a consultative planning approach to design and implement investment strategies for personal, institutional and corporate accounts. Tim draws on his investment experience to create tailored solutions designed to meet each client’s unique needs.

  • Annette Hellmer, CFA® SVP Portfolio Manager

    As Senior Vice President, Portfolio Manager, Annette helps individual, institutional and not-for-profit clients meet their financial objectives. She is dedicated to thoroughly understanding her clients’ goals, concerns, risk tolerance and time horizon, in order to deliver sound investment solutions to help meet their unique needs.

  • Meliza Munoz Senior Relationship Banker

    As Senior Relationship Banker, Meliza assists clients with their banking needs based on their personal goals and objectives. She has extensive experience providing clients with a variety of financial solutions, including personal loans and deposit accounts, estate and trust accounts and small business accounts. Meliza’s goal is to ensure clients are confident in their financial future. She actively listens to each individual to discover new financial needs and advise them based on their unique story.

  • Eyenith Sandoval AVP Community Mortgage Loan Officer

    As Assistant Vice President, Community Mortgage Loan Officer, Eyenith works with clients to establish a plan to achieve their goal of purchasing a new home. Throughout the process, Eyenith makes her clients feel comfortable by first understanding their questions, concerns and expectations. She then explains available financing options and provides educational resources on the fundamental steps of buying a home.

  • 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.

  • Kevin Evanoff AVP Senior Mortgage Loan Officer

    As Assistant Vice President Senior Mortgage Loan Officer, Kevin guides his clients through the mortgage loan process. He prioritizes transparent communication, keeping clients informed every step of the way. With his relaxed and approachable style, Kevin puts clients at ease as they achieve their homeownership goals with confidence.

  • Susan Darrow VP Consumer Banking Regional Manager

    As Vice President, Consumer Banking Regional Manager, Susan leads a team of knowledgeable financial professionals focused on building long-term client relationships. She also works with clients to understand their financial needs and can provide you with tailored, comprehensive banking solutions.

  • Madison West Towne Madison West Towne Banking, Wealth and Mortgage Lending in Madison West Towne

    Located on Madison’s West side, Johnson Financial Group’s office, near the West Towne Mall on Gammon Road is a full-service branch offering banking, wealth and mortgage lending solutions to clients throughout the Madison-area. Whether you’re a business owner or an individual just starting your financial journey, our team of advisors is prepared to assist you with tailored solutions for every stage of life. We look forward to seeing you soon!

  • College Savings Strategy: A Dad/Portfolio Manager’s Perspective on Giving, Debt, and Financial Wisdom

    As parents prep for back to school, Eric Bernal writes about how he—as a portfolio manager and father—made sure that his kids were prepared financially for college and beyond. Through custodial accounts, 529s and more, Eric shares tips for how to save for college and other expenses.

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