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Showing 331 to 340 of 596 results for Succession Planning

  • Making A List and Checking It Twice

    Santa isn’t the only one who makes a list and checks it twice… SVP Wealth PM Kyle Tripp shares some thoughts on the topics that you should put on your financial planning to-do list before the start of 2026 in this week’s Wealth Insights. 

  • The Fall Financial Checklist Every Wisconsin Family Needs in 2026

    Your family summer bucket list is here with actionable savings tips and financial advice.

  • Mike Truyman, CFA®, MBA, BFA, TPCP® Financial Advisor AVP, Johnson Financial Group Financial Advisors

    As a Associate Financial Advisor, Mike helps clients develop holistic financial plans that address investment and risk management. Mike focuses on building strong relationships – not just conducting transactions. Through an empathetic approach, Mike takes pride in listening to what his clients want to achieve. He assesses their unique needs, wants and financial goals to develop a financial plan that allows them to live the life they want to live.

  • The Key to Financial Health - Start Saving

    Whether you’re just starting to save or have fallen out of the habit, it’s never too early or too late to take the first step toward achieving your financial goals. No matter where you are on your savings journey, Lynn Carlson, VP, Consumer Banking Regional Manager, outlines several key savings vehicles and considerations to help you achieve your short, mid and long-term financial goals.

  • Navigating Behavioral Investing: The Key to Financial Success

    Market headlines can be overwhelming. Joe Maier, Director of Wealth Strategy at Johnson Financial Group, discusses how to make informed investment decisions during turbulent times.

  • United Airlines Pilots: Medical Coverage in Retirement

    As an active United pilot during a turbulent time in the airline industry, you’re facing important decisions that may impact your career and financial future.

    Recently, Johnson Financial Group hosted a discussion on your PRAP and several unique planning strategies that can help keep you prepared for an on-time retirement.

  • Meet the Team

    Meet Johnson Financial Group's Pilot Program Advisors.

  • Scott Wisnewski SVP Wealth Advisor

    As Senior Vice President, Wealth Advisor, Scott is passionate about helping individuals accomplish their financial goals. Scott partners closely with his clients and their families to guide them through their investment, retirement and financial planning needs. He specializes in comprehensive financial planning, holistic wealth management and portfolio strategy implementation in order to provide clients with the right tools to make the most informed financial decisions. Scott enjoys getting to know his clients on a personal level, gaining a deep perspective and understanding of where his client’s lives, and finances intersect.

  • 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.

  • Jess Dohner Program Manager SVP, Johnson Financial Group Financial Advisors

    As Senior Vice President, Program Manager, Jess leads the Financial Advisors team. He supports the team of advisors in developing business plans focused on building and deepening client relationships. With nearly 20 years of experience in the financial services industry, Jess actively listens to clients to create customized solutions to manage their unique needs. He has a strong record of developing and retaining talent while developing strategic relationships with industry executives throughout the country.
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