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Showing 571 to 580 of 688 results for Protecting My Business

  • Don’t try to avoid all emotions. Lean into the right ones.

    You have probably seen articles in the financial press recently about the danger of making “emotional” decisions during the current economic crisis. This theme crops up anytime we have a period of economic uncertainty, as writers weigh in on how investors can avoid making decisions that run contrary to their long-term best interests.

  • Tara Rindy-Heinz AVP Branch Manager

    As Assistant Vice President, Branch Manager, Tara focuses on enhancing clients’ banking experience by prioritizing top-notch service, effective team organization and tailored financial solutions. Her approach is centered on growth, aimed at meeting clients' unique needs through consumer lending and optimized deposits. Tara is committed to fostering strong client relationships and ensuring the success of the branch through strategic hiring, coaching and development of team members, all to better serve clients and help them achieve their financial goals.

  • Theresa Mohs Officer, Senior Relationship Banker

    As Officer, Senior Relationship Banker, Theresa is a trusted advisor providing clients with banking and credit solutions that align with their short and long-term financial goals. As an honest and reliable financial professional, she makes clients feel comfortable by actively listening to their needs and concerns. Using her vast experience in financial services, Theresa works with individuals and families to help them make the best decisions for every stage of their life.

  • Deb Chapman Officer, Branch Manager

    As Officer, Branch Manager, Deb leads a team of financial professionals at Johnson Financial Group’s office in Kohler. Deb fosters an environment where clients and associates feel valued and appreciated. As an experienced industry professional for nearly two decades, she has built trust with clients from all walks of life. Deb puts her clients first in every interaction and ensures they are comfortable coming to her with all their financial needs and questions. She enjoys learning about each client along with their family, life experiences and future goals.

  • Heidi Springer Officer, Branch Manager

    As Officer, Branch Manager, Heidi works with her team to deliver an excellent client experience. She strives to meet clients where they are on their financial journey, aiming to become a trusted resource as they make important decisions that impact their life. Heidi’s financial background and personal experiences enable her to provide a unique perspective into how clients are feeling as they navigate life’s circumstances. She actively listens to get to know them and gain a thorough understanding of their financial goals.

  • Josh Limbach Officer, Branch Manager

    As Officer, Branch Manager, Josh leads with purpose, coaching his team to build deeper client relationships while empowering people to take control of their financial lives. His approach is hands-on, creating an environment where clients feel supported and informed every step of the way. What sets Josh apart is his commitment to perspective: He makes a point of putting himself in his clients' shoes, ensuring the advice and education he delivers is not only accurate, but truly relevant to where they are and where they want to go.

  • Brian Thurman VP Consumer Banking Regional Manager

    As Vice President, Consumer Banking Regional Manager, Brian is dedicated to leading teams of knowledgeable professionals in the greater Milwaukee area. With a strong commitment to providing clients with an exceptional experience, Brian and his team strive to help individuals achieve their financial dreams. By leveraging the expertise of various bank and wealth specialists, the team ensures clients receive comprehensive and personalized financial guidance. Brian is also passionate about mentoring and developing his team. He believes in fostering a culture of growth and continuous learning, empowering his team members to reach their full potential.

  • Samantha Guthrie, CFP®, RSSA®, AIF®, CWS® 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.

  • Dan Plewa Associate Financial Consultant Johnson Financial Group Financial Advisors

    As LPL Associate Financial Consultant, Dan partners with his team to assist clients with their investment and financial planning needs. He focuses on developing strong relationships with clients to help them through every step of their financial journey. Dan aims to understand clients on a personal level to create a financial plan tailored to every individual’s unique situation.

  • Michael Rowley Associate Financial Consultant Johnson Financial Group Financial Advisors

    As a LPL Associate Financial Consultant, Michael is committed to helping his clients achieve their life and retirement goals. With a proactive and personalized approach, he provides comprehensive investment and financial planning advice that anticipates and addresses his clients’ unique needs. Michael is dedicated to building long-term relationships with his clients based on trust, respect and open communication. He strives to empower his clients with the knowledge and tools necessary to make informed financial decisions.
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