Search Results
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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. -
Comments From Our Fall Economic Update Events
Last week, CIO Dominic Ceci presented a Fall Economic Update. Dominic shared insights on key areas to watch as the election approaches, emerging trends in AI, and his forecasts for the economy and markets.
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Matthew Krier, C(k)P® AVP, Johnson Financial Group Financial Advisors Financial Advisor
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. -
Planning Your Invincible Summer
Financial planning isn’t about restricting yourself—sometimes it’s about giving yourself permission to spend, shares Brian Schaefer in this week’s Wealth Insights article—which is why this winter, Brian gave himself permission to buy a boat. It’s our job as financial advisors to help our clients navigate these big decisions and keep their future happiness and financial well-being in mind.
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Johnson Financial Group: To donate $300,000 to help feed Wisconsin families
Johnson Financial Group announced today that it will partner with Feeding America, Second Harvest and Feed My People to feed families across several Wisconsin communities over the holidays. Johnson Financial Group’s gift coincides with the company’s 50th anniversary.
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Dealing with disruption takes muscle
Savvy, competitive business owners know disruption is a constant. No matter the industry, it's not a question of whether you must deal with disruptive forces — it's when.
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Roberto Salinas SVP, Director of Treasury Management & Product
As Senior Vice President, Director of Treasury Management & Product Solutions, Roberto leads a team of experienced treasury management professionals to help businesses streamline cash management functions. As a lifelong resident of Wisconsin, Roberto understands the importance of having a local, strategic financial partner on your side. In collaboration with his team, Roberto helps to drive efficiencies and develop strategies to optimize a company’s working capital through automated solutions for accounts payable and accounts receivables processes. Additionally, Roberto and his team will provide ideas that will help in the adoption of digital banking, commercial and virtual card programs. Roberto understands that there is not a one-size fits all approach to treasury management, so he and his team focus on learning about your business to bring a consultative approach and offer holistic solutions that meet your businesses treasury management needs. -
Your Financial Foundation with Al Araque on the Lifeblood Podcast
Johnson Financial Group's Al Araque, SVP and Director of Consumer, Private and Small Business Banking, talks about setting a strong financial foundation, cutting through complexity and getting people simple answers to difficult questions, meeting people where they are, the value of a long-term perspective, and how to have your desired impact.
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"Give Back More Than You Take"
As head of Johnson Outdoors and chair of Johnson Financial Group, Helen Johnson-Leipold is the fifth-generation - and first female - family leader of one of the most prominent business empires in Wisconsin. In an exclusive interview with the BizTimes, she reflected on how those values have shaped her own views and decisions on innovation, talent attraction and the next generation of workers.