Search Results
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Geoffrey Simons AVP Senior Community Mortgage Loan Officer
As Assistant Vice President, Senior Community Mortgage Loan Officer, Geoffrey is dedicated to helping first-time homebuyers and seasoned homeowners meet their financing needs. Geoffrey has an exceptional understanding of available loan and home buying assistance programs. He uses this knowledge to help clients find the right loan and maximize their home buying potential. Geoffrey believes in setting clear, upfront expectations, taking as much time as necessary to answer a client’s questions to ensure they feel confident throughout the process. -
Jon Henshue, CFA®, CAIA, CPA VP Director of Alternatives Strategy
As Vice President and Director of Alternatives Strategy, Jon leads the portfolio construction of alternative asset classes. He is responsible for conducting due diligence and selecting investment managers for use across the Johnson Financial Group platform. Jon believes that nearly all portfolios can benefit from the inclusion of alternative investments. He collaborates with clients to understand their existing investments and financial goals, while assisting in customizing alternative investment solutions expected to improve portfolio outcomes. -
Sara Whitley AVP, Senior Community Mortgage Loan Officer
As Assistant Vice President, Senior Community Mortgage Loan Officer, Sara educates and supports her clients throughout the homeownership journey to ensure a seamless experience. She specializes in assisting first-time homebuyers and has vast knowledge of down payment assistance programs and various loan products. As an active member of her community, Sara builds relationships with local nonprofits and agencies to make sure local community members have the education they need to evaluate the options available to them. Sara prioritizes building trust with her clients and works to make sure they understand the ins and outs of homeownership and the mortgage loan process. -
Justin Dahl SVP Institutional Advisor
As SVP Institutional Advisor, Justin supports institutional clients across corporate, non-profit, public funds, insurance and healthcare sectors. He takes a personalized approach to understanding clients' unique needs, providing tailored guidance through institutional asset management and advisory services. By listening, assessing and responding to his clients thoughtfully, Justin fosters strong, lasting relationships that drive growth and success. -
Kelli Ezzell VP Senior Mortgage Loan Officer
As Vice President Senior Mortgage Loan Officer, Kelli partners with clients to identify the right loan program for their long-term goals, whether building their first home, transitioning to their next property or securing that dream second residence. She transforms what can be a stressful process into a confident experience through clear communication and genuine partnership with clients and referral partners. Having personally navigated a construction loan when building her own home, Kelli understands the process from both sides of the table. Her deep knowledge of first responder and military family life, her husband is a retired firefighter and both sons serve in emergency services, gives her unique insight into these communities. -
Maxwell Svarz Mortgage Loan Officer
As Mortgage Loan Officer, Maxwell brings a relationship-first approach to home financing. He enjoys getting to know his clients on a deeper level to understand the full picture and what their life goals are, not just what they're trying to accomplish today, so he can determine the best possible loan solution for their unique situation. Maxwell follows an upfront and transparent approach from the beginning, ensuring his clients feel informed and confident throughout the entire lending process. -
Tammy Klemmer VP Senior Mortgage Loan Officer
With today's rapidly changing real estate and banking environment, Tammy makes it a priority to stay current on the latest development and react quickly for the benefit of her clients. As Vice President, Senior Mortgage Loan Officer, she works on earning clients' confidence every day by partnering with diverse local professionals, creatively solving challenges and staying well-versed in the variety of mortgage products. She wants to feel proud of what she's been able to do for her customers and rest her head peacefully each night knowing she's done right by them. -
Nicole Geniesse, ChFC®, CLU®, CWS® SVP Portfolio Manager
As Senior Vice President, Wealth Portfolio Manager, Nicole specializes in designing, structuring and managing investment strategies. She uses her knowledge of investments, trust, insurance, financial planning and banking to help clients achieve their financial goals. -
Don Roberts VP Mortgage Field Manager
As Vice President, Mortgage Field Manager, Don will spend as much time as necessary to explain the options so you can choose a mortgage loan that is best for you. Through his personalized approach, he is committed to understanding your individual situation and unique needs. During the process, Don will ensure you are completely comfortable with the decisions you are making in regard to your overall financial picture, not just your mortgage. Serving in the mortgage industry since 1989, he has experience in all aspects of the mortgage process from application, through underwriting, to closing. Whatever your mortgage needs, Don will be by your side putting his knowledge and experience to work for you. -
Edson Marquez AVP Community Mortgage Loan Officer
As Assistant Vice President, Community Mortgage Loan Officer, Edson’s goal is to help people achieve their goal of homeownership, regardless of their financial situation. He’s passionate about working with clients to find the best mortgage product to suit their needs. Because every person’s situation is different, he lets his customers know they’re in the “driver’s seat”. Edson believes that success isn’t always measured in numbers. Success means bringing a smile to his clients’ faces and making sure they’re satisfied with the homebuying process.