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Showing 351 to 360 of 596 results for Succession Planning

  • Matthew Krier, C(k)P® Financial Advisor AVP, Johnson Financial Group Financial Advisors

    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.

  • 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.

  • Happily Ever After (or Not): Legal and Financial Realities of Relationships

    Explore the financial decisions that can shape a marriage, from budgeting and planning to building a secure future together.

  • Dan Cibula, AIF® Financial Advisor VP, Johnson Financial Group Financial Advisors

    As Vice President, LPL Financial Advisor, Dan draws on more than 20 years of experience to prepare diversified investment portfolios to help meet his clients’ current and future income needs. He also ensures clients are kept well informed of their evolving financial status.

  • Samantha Guthrie, CFP®, RSSA®, AIF®, CDFA® Financial Advisor VP, Johnson Financial Group Financial Advisors

    As Vice President, Financial Advisor, Samantha is committed to using a holistic approach to financial advising. She partners with her fellow associates to ensure her clients receive personalized advice in all areas of their financial picture.

  • Alex Pudlo, CFP®, ChFC® VP Wealth Advisor

    As Vice President, Wealth Advisor, Alex works with clients to align their financial resources with their goals through financial and estate planning and investment management. He is passionate about showing clients the financial impact of their life choices, so they can clearly visualize the outcome before making important and complex decisions. As an avid learner, Alex shares his knowledge and experience with clients through clear communication and empathy.

  • Grace Anderson, AIF®, CTFA VP Wealth Advisor

    As Vice President Wealth Advisor, Grace establishes relationships with clients and delivers highly personal, strategic solutions for their individual needs. She views herself as a thoughtful collaborator and finds great satisfaction in helping clients navigate complex financial matters with an emphasis on seeing the bigger picture. In 2022, Grace earned the Accredited Investment Fiduciary designation from fi360, and in 2024, she earned the Certified Trust Fiduciary Advisor designation through the American Banker’s Association.

  • Four Approaches to Lessen Taxes on Your Investment Gains

    Taxes are on investors' minds this time of year. While they're a fact of life and we shouldn't let the tax tail wag the dog, Portfolio Manager Kyle Tripp shares in this week’s investment commentary four strategies to help minimize them.

  • Banking

    In planning for the future, your goals are as unique as you are. We get it. That’s why we offer a range of personal banking services few financial institutions can match, along with people who are focused on doing what’s right for you.

  • Everything You Need to Know About Buying a Second Home

    Whether you’re looking for a vacation retreat, an investment property or a place to retire, this guide provides you with the knowledge needed to buy a second home with confidence.

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