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Showing 341 to 350 of 596 results for Succession Planning

  • Derrick Meier, MBA Financial Advisor AVP, Johnson Financial Group Financial Advisors

    As Assistant Vice President, Financial Advisor, Derrick helps clients create unique financial plans around their life goals. He understands that every client is different, which is why he enjoys building relationships and learning what matters most to them. As a Financial Advisor, Derrick appreciates the opportunity to help clients financially prepare for every aspect of their life, including their families, careers and personal aspirations.

  • Samantha Kolb AVP Wealth RPS Education Specialist

    As Assistant Vice President Wealth RPS Education Specialist, Samantha is fortunate enough to help people reach their retirement goals and assist them in gaining a better understanding of various financial topics. She works with relationship managers and plan sponsors to develop a holistic approach to financial education and wellness for all participants. Samantha enjoys being a resource to guide others on the road to a fulfilling financial future.

  • Pam Stubler, AIF®, CWS® Financial Advisor SVP, Johnson Financial Group Financial Advisors

    As Senior Vice President, Financial Advisor, Pam works with individuals and families to develop personalized, comprehensive plans designed to work towards meeting their current and future financial planning goals and objectives. Additionally, she provides investment solutions that make sense for a client’s specific needs. Through regular reviews, Pam informs clients of any necessary adjustments to keep them on track and strives to ensure a comfortable transition through each phase of their lives.

  • Pat Lawton SVP Director Commercial Real Estate

    As Senior Vice President, SVP Director Commercial Real Estate, Pat is responsible for managing and growing the commercial real estate portfolio and group in Madison and Milwaukee, Wisconsin in addition to Minnesota. He works with commercial real estate developers and investors to provide construction, acquisition and term financing. Growing up with six siblings, Pat has used his upbringing to understand how to relate to a variety of individuals. He is a strong collaborator who works well with others and enjoys sharing his knowledge and experience with both his team and clients.

  • Jason Herried Joins Chuck Jaffe on Money Life Market Call

    Jason Herried, SVP Director of Equity Strategies, joined Chuck Jaffe on Money Life - a daily financial talk show focusing on investing, handling, managing, planning for and protecting your money. Listen here.

  • Retire with Confidence: Essential Tips for Preparing Today

    Whether retirement is still decades away or right around the corner, Johnson Financial Group is here to help you navigate the complexities of retirement planning with confidence.

  • Areas of Specialization

    We have a team of experienced wealth advisors that specialize in working with foundations, endowments, hospitals and senior living communities. Fulfilling the mission of your organization calls for committed employees, involved volunteers and sound strategic planning.

  • The Empty Nest: Tips for Identity, Financial Checkpoints and Your Next Chapter

    In this episode, three Johnson Financial Group interns join CEO Jim Popp to talk career advice, financial planning and why human connection still wins in an AI world.

  • 7 Financial Rules of Thumb to Follow

    Discover the key financial rules everyone should follow. From 50/30/20 to the pay yourself first rule, learn how to save more, spend wisely and achieve financial freedom. 

  • Family Estrangement: How to Navigate Financial Implications and Find Peace

    Seasoned counselor and mediator Andy Patch discusses family estrangement, its impact on relationships and finances, and strategies for healing and estate planning.

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