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  • Samantha Kolb Wealth Education Coordinator, Retirement Plan Services

    As an education coordinator, 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.

  • Kevin Tydrick, CFP® VP Retirement Plan Services Advisor

    As Vice President, Wealth RPS Advisor, Kevin is responsible for 401(k), 403(b), profit sharing and other qualified plans in the Racine and Kenosha marketplace. His primary responsibilities include assisting plan sponsors with plan design and investment menu construction. Kevin is dedicated to helping plan participants understand their company’s retirement plan. Kevin's experience includes working with retirement plans ranging in size from small local start-ups to national Fortune 500 companies exceeding 40,000 participants and $1.5 billion in assets.

  • Bret Almstedt SVP Director of Retirement Plan Services

    As Senior Vice President, Director of Retirement Plan Services, Bret leads our team of experienced retirement plan professionals. He and his team take the time to understand your organization and your goals. Their aim is to become your trusted advisor and plan consultant — offering tailored plan sponsor services and employee education solutions to help you attract, retain and grow your team. They believe that a successful retirement plan empowers your employees through meaningful, actionable education, guidance and financial planning.

  • Completed Operations Liability Considerations in the Construction Sector

    Learn more about completed operations liabilities and other considerations to consider within the construction sector. 

  • Starting Over After 50: The Realities of Gray Divorce

    Divorce is never easy, and it becomes even more complex when it involves long-term marriages. In this episode of Your Money. Your Mission., host Kelly Mould is joined by Anisa Dunn, Senior Fiduciary Services Manager at Johnson Financial Group, to provide insights about the challenges of “gray divorce”. 

  • Charitable Giving Designed to Enhance Non-Charitable Goals: Part V of VI and Understanding Testamentary Charitable Lead Trusts

    This is the fifth part of a six-part series on charitable giving. The previous articles all focused on the Howards, a couple that had a charitable mission inspired by their son James’ childhood cancer. The Howards were prototypical charitable donors; their philanthropy was driven by a cause, and they used the tax code to enhance their impact.

  • Charitable Giving Series: Part III of VI on Using Donor Advised Funds to Make a Philanthropic Impact

    This is the third article in a six-part series on charitable giving. In this article we explore when a charitable mission is best met by contributing to a donor advised fund.

  • 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

  • Foundations of a Financial Plan

    Designed for individuals approaching retirement age, this session explores the six key components of a comprehensive financial plan and outlines the planning process most financial professionals follow

  • Reinsurance Rates Jump on Jan. 1, With Property Prices Up an Average 50%

    Learn more about why reinsurance rates jumped on Jan 1, with property prices up an average 50%.

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