Search Results

Showing 351 to 360 of 954 results for Buying a Home

  • The Seven Deadly Sins of Wealth Management

    If you want a happy retirement, it’s critical to pay attention to these ‘sins’ — ignoring even one could put your dream retirement at risk.

  • Fed’s Warsh Era Begins with Hawkish Tone

    A hawkish start from Fed Chair Kevin Warsh signals a focus on inflation and independence. We’re watching closely and staying ready for what comes next. Read Portfolio Manager Brian Schaefer’s latest insights in this week’s article.

  • Jill Spielmann SVP Wealth Advisor

    As Senior Vice President Wealth Advisor, Jill excels in building long-term relationships and delivering personalized fiduciary and administrative services to our clients. Working alongside a team of seasoned professionals, she’s committed to collaborating closely with clients to align our services with their financial aspirations, ensuring their expectations aren’t only met but exceeded.

  • Bob Schneider SVP Advanced Planning Senior Manager CFP®

    Bob is a CERTIFIED FINANCIAL PLANNER™ professional with more than 25 years of experience helping individuals and families gain financial clarity and confidence through personalized, goal-based planning. Throughout his career, he has focused on building trusted relationships and delivering advice that aligns with each client's unique goals, values and vision for the future. As Senior Manager of Advanced Planning, Bob leads JFG's Financial Planning team, supporting the development of planners and helping advance the firm's commitment to exceptional advice and client experience. He is passionate about simplifying complex financial decisions, fostering professional growth and empowering both clients and advisors to make informed decisions with confidence.

  • 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.

  • Fee structure: Going beyond the regulations in retirement plan strategy

    Your fee structure reflects your dedication to creating a retirement plan that serves employees and supports business objectives, while building trust through transparency and equitable practices. Learn more about why fees can impact your plan. 

  • The Signal and The Noise

    CIO Dominic Ceci, CFA shares why despite alarming headlines, now is not the time to panic. The long-term growth of the economy, the earnings power of the companies you own, and compound returns working quietly on your behalf are, instead, the signals that investors should be watching

  • Chad Welwood VP Private Banking

    As Vice President, Private Banking, Chad serves as the main point of contact for his clients’ private banking needs. He gets to know each client personally to find out what is most important to them and their family. By listening to their short and long-term financial goals, Chad provides tailored solutions to help individuals and families plan for life’s various stages.

  • 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.

  • Karla Losey, CFP®, CWS® VP Wealth Advisor

    As Vice President Wealth Advisor, Karla dedicates herself to understanding the personal and professional aspirations of her clients. Drawing on her extensive background in banking, which spans from lending to business banking, she crafts tailored financial strategies to help her clients reach their goals. Karla is deeply committed to building strong, lasting relationships by actively listening and working closely with her clients to ensure their financial plans align with their unique needs and objectives.
Back to Top