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  • Data Financial

    Discover how Johnson Financial Group partnered with Data Financial to foster a trusting and personal relationship.

  • Early retirees: Questions You May Have Hesitated to Ask This Year

     Understand what mortgage refinancing is and if it makes sense for you and your unique financial situation.  

  • Merchant Services

    Whether you serve corporate customers, consumers or a combination of both, it's important for your business to accept cards as a payment method and process payments quickly, accurately and securely.

  • Business Loans

    We offer a full suite of business financing solutions that can help you acquire a business or inventory, purchase or refinance equipment, or meet your working capital needs.

  • Estate Planning

    An estate plan is simply a strategy to take care of the people you care about – including yourself.

  • Financial advice is the midlife job that women want – but don’t know exists

    When Kelly Mould left a corporate customer service management job in her 40s to earn a law degree, she never envisioned that she’d end up at age 50 as senior vice president and wealth sales team lead at Johnson Financial Group.

  • Shana Mallory Officer Treasury Management Portfolio Manager

    As Officer, Treasury Management Portfolio Manager, Shana focuses on helping her clients efficiently optimize their cash flow. Shana’s clients appreciate her ability to navigate their depository, commercial card, merchant services and overall treasury management needs. Her commitment to building trust extends beyond understanding the businesses she serves, as she also takes the time to connect with her clients on a personal level. With a background that includes experience as a teller and various banking positions, Shana brings extensive knowledge in fraud prevention services and a comprehensive understanding of consumer, business and treasury management.

  • David Dauchy, CFA® Senior Vice President – Senior Portfolio Manager

    As Senior Vice President – Senior Portfolio Manager, David oversees the management of assets for investors. David adopts a consultative and collaborative approach, viewing each situation as a unique problem that requires a tailored solution for every client. He excels at simplifying complex issues, ensuring that clients can easily comprehend and navigate through them. Additionally, David effectively communicates the investment approach to his clients and provides guidance during challenging market and economic conditions.

  • Delafield Delafield Banking and Wealth in Delafield

    We’re proud to welcome our clients, local businesses and neighbors to our newest branch location in Delafield. Located in the heart of Delafield on the Southwest corner of Hwy 83 and I-94, our office is a convenient stop for your individual and business financial needs. Whether you live or work in Delafield or the surrounding Lake Country community, we have a dedicated team of local advisors to meet your needs. Visit our office for an enhanced experience which includes a state-of-the-art cash bar, welcoming offices, digital displays, a drive-up and a fee-free ATM. We look forward to seeing you!

  • Engine Power

    Discover how Johnson Financial Group partnered with Engine Power to foster a trusting and personal relationship.

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