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Showing 531 to 540 of 596 results for Succession Planning

  • Jason Weitzel VP Senior Mortgage Loan Officer

    As Vice President, Senior Mortgage Loan Officer, Jason works with construction loans and refinances. His knowledge and expertise leads to a smoother, easier transaction for his clients. Jason likes to present all the options for the client, empowering them to make the decision as to which product will work best for them. Jason understands that everyone has different goals and plans, and a 30-year fixed mortgage won't necessarily be best for everyone. His dedication to providing a higher level of service extends to his nearly constant availability for clients.

  • Johnson Wealth Fixed Income Tilts at Emerging Markets Debt, Mortgage Backed Securities

    Ron Alberts, Director of Fixed Income Strategies, was recently featured in With Intelligence to provide his perspective on opportunities to prioritize emerging markets debt and mortgage backed securities.

  • Work & Career

    Enjoy the life you're building. Learn how your career and financial goals intersect.

  • Jason Herried, CFA® SVP Director of Equity Strategy, Portfolio Manager

    As Senior Vice President, Director of Equity Strategy, Portfolio Manager, Jason develops and builds customized portfolio strategies for individual, institutional and non-profit clients. This includes investment policy review and development, portfolio construction, manager and security selection and performance reporting. Jason also serves as a member of the firm's Investment Committee and leads the Equity Strategy Group.

  • Sarah Davis AVP Branch Manager

    As Assistant Vice President Branch Manager, Sarah is responsible for the Janesville Holiday branch. Together with her team, she provides clients with comprehensive financial solutions to meet their banking, insurance, and retirement needs. Sarah enjoys educating clients on everything Johnson Financial Group has to offer and developing plans to help them achieve their goals. Through open communication and transparency, Sarah ensures her clients know they can count on her for any questions or concerns they may have.

  • Dan Hinkle Senior Relationship Banker

    As a Senior Relationship Banker, Dan provides personalized service for clients through a variety of financial solutions. Working closely with his business partners, Dan helps individuals develop customized financial plans with an emphasis on eliminating debt and building wealth. Through open-ended conversations, he learns about each client to create solutions unique to their lifestyle, so they can enjoy and maintain that lifestyle worry-free.

  • Tony Petrie VP Mortgage Field Manager

    As Vice President, Mortgage Field Manager, Tony uses his extensive mortgage experience to identify and address his clients’ most important financial needs. He is experienced with all aspects of the mortgage process, using his knowledge to develop customized solutions to help clients meet their long-term objectives. Placing an emphasis on exceptional customer service, Tony enjoys building trusted partnerships with a commitment to making his clients feel confident and comfortable throughout the entire decision-making process.

  • 8 Everyday Savings Tools That Put Your Money to Work

    The easiest way to build wealth over time? Following these everyday savings strategies that help you achieve your short- and long-term financial goals. 

  • 8 Holiday Shopping Safety Tips to Help You Avoid Scams

    Avoid scams by following these shopping safety tips for the holidays.

  • Bonds Still a Good Bet

    After 2025’s rate cuts caused cash yields to fall, investors have more incentive to move out of cash and take advantage of higher intermediate-term and long-term fixed income yields. In this week’s Wealth Insights, PM Brian Schaefer shares why bonds are still a good bet.

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