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  • Roth IRA Conversions: What to know and how to use them

    Roth IRA conversions can be confusing, even though the accounts are fairly straight forward. Learn more on how to effectivley use and set up Roth IRA accounts.

  • Russ Plewa SVP Commercial Banking

    Russ specializes in advising middle market businesses how to grow, finance expansion projects, complete dividend recaps and acquisitions. Russ is a creative person who truly considers how to solve problems from different angles. He helps clients grow their company through connections, unique ideas, and by providing proactive long-term advice with a sense of urgency. Russ has worked with over 500+ companies through high growth, transitions and large expansion projects, giving him insight on how to help companies navigate through a broad range of situations. He has a unique background in accounting, engineering, and finance giving him insights on how to offer a variety of solutions, especially for manufacturing companies.

  • Roberto Salinas SVP, Director of Treasury Management & Product

    As Senior Vice President, Director of Treasury Management & Product Solutions, Roberto leads a team of experienced treasury management professionals to help businesses streamline cash management functions. As a lifelong resident of Wisconsin, Roberto understands the importance of having a local, strategic financial partner on your side. In collaboration with his team, Roberto helps to drive efficiencies and develop strategies to optimize a company’s working capital through automated solutions for accounts payable and accounts receivables processes. Additionally, Roberto and his team will provide ideas that will help in the adoption of digital banking, commercial and virtual card programs. Roberto understands that there is not a one-size fits all approach to treasury management, so he and his team focus on learning about your business to bring a consultative approach and offer holistic solutions that meet your businesses treasury management needs.

  • Someone Is Still Working on the Blue

    Before every fireworks finale, someone spends years solving an impossible problem. In this Independence Day reflection, CIO Dominic Ceci explores what fireworks, innovation and America's 250-year experiment can teach us about investing in the people who keep working on the blue.

  • Successful Succession Part III of VI: How To Maximize The Impact Of Business Transition

    This is the third part of a six-part series focused on planning and implementing a successful succession strategy. The series focuses on a business-owning couple—William, 63 and Susan, 60—along with their three children: Nancy, 28; John, 25 and Amanda, 20.

  • Business Owners & Estate Plans – The Playbook

    As a succession planner, people often ask me the question “what is a succession plan?” A succession plan is a strategy created by a business owner that addresses how to use the owner’s income and assets to maximize the owner’s happiness.

  • 7 Tips on Hiring Employees for Business Owners

    Learn about the seven key tips for hiring employees, from networking and getting to know candidates to streamlining the onboarding process.

  • Today's Rates

    View Johnson Financial Group's daily rates for checking accounts, savings accounts, money market accounts and investment and retirement accounts.

  • Succession Planning: Making the Inevitable Your Masterpiece

    Succession planning is not easy in today's world of unknowns. But getting it right is critical to ensure the future success of your business.

    Whether the business will be passed down within a family, transitioned to existing management or sold to an outside party, proper planning is essential to ensure a smooth transition and to avoid tax and cash flow issues, while assuring that current ownership is fairly compensated.

  • 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.

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