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Showing 601 to 610 of 688 results for Protecting My Business

  • Financial Planning for Couples: How to Achieve Your Shared Goals

    Money matters in relationships, and it's crucial for couples to consider these financial planning tips to ensure alignment on their financial goals.

  • 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. 

  • The Cost of Lifestyle Creep: How It Can Derail Your Goals s

    Learn how lifestyle creep can quietly derail your goals. Discover the warning signs and four practical steps to cut back on these creeping costs.

  • Alex Pudlo, CFP®, ChFC® VP Wealth Advisor

    As Vice President, Wealth Advisor, Alex works with clients to align their financial resources with their goals through financial and estate planning and investment management. He is passionate about showing clients the financial impact of their life choices, so they can clearly visualize the outcome before making important and complex decisions. As an avid learner, Alex shares his knowledge and experience with clients through clear communication and empathy.

  • Mike Fitzpatrick SVP Commercial Real Estate

    As Senior Vice President, Commercial Real Estate, Mike is responsible for establishing Johnson Bank’s first commercial real estate production office in the Twin Cities market. He specializes in providing middle market clients with construction, bridge and term loans for properties including multi-family, retail, industrial, office, as well as hospitality.

  • Karen O'Brien AVP Senior Mortgage Loan Officer

    As Assistant Vice President Senior Mortgage Loan Officer, Karen guides her clients through the homebuying process. Her passion lies in finding creative solutions to unique challenges, especially as it relates to securing the right financing. Karen believes in clear and honest communication every step of the way to ensure her clients feel informed and supported throughout the entire process.

  • Brian Schaefer VP Portfolio Manager

    Mr. Schaefer serves on our Fixed Income Team and brings more than 10 years of trading experience concentrating in corporate, government and municipal bonds as well as mortgage-backed securities.

  • Chad Feller VP Senior Mortgage Loan Officer

    As a Senior Vice President Mortgage Loan Officer, Chad specializes in assisting homebuyers and builders in securing mortgages to align with their financial objectives. He brings a wealth of experience in purchase, refinance and construction mortgage origination. Chad's personalized and collaborative approach ensures he delivers tailored solutions swiftly while matching his clients' unique lifestyles.

  • Kyle J. Rossi, CFP®, EA, ChFC®, CDFA®, AIF®, BFA® Financial Advisor VP, Johnson Financial Group Financial Advisors

    As Vice President, LPL Financial Advisor, Kyle uses his knowledge of investments and financial planning to help clients work towards their short- and long-term financial goals. He builds strong relationships with clients while delivering comprehensive, tailored financial solutions to help them succeed.

  • Investment Basics: Rebalancing

    When we work with our pilot clients, we follow a disciplined process to make the most of their retirement plan over their lifetime. We follow a number of steps to develop a customized financial plan, and then build a portfolio that we believe will accomplish that plan.

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