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  • Retirement

    Whether you are just starting to save, ready for retirement, or anywhere in between, we can help you realize the retirement you’ve always imagined.

  • Stocks, Bonds and Funds

    Partner with one of our advisors to select the investment solutions to best fit your financial planning goals. We will work with you to develop a strategy based on your goals, risk tolerance and timeline.

  • Commercial Financing

    As new opportunities arise to expand and grow your business, having the necessary capital is critical. We have flexible financing options to fit your company’s unique needs.

  • Most Corporate Charitable Contributors in Wisconsin, JFG Ranks #16

    Johnson Financial Group is proud to be recognized by Milwaukee Business Journal as a top corporate charitable contributor in Wisconsin. The list is ranked by total contributions to Wisconsin charitable organizations in 2023.

  • CEO Jim Popp takes the Mic: Exploring Your Finances, Plus a 2024 Outlook

    In this special episode of Your Money. Your Mission., CEO Jim Popp reflects on 2023 and shares his outlook for 2024.

  • Kelsey Ellsworth, CFA® VP Wealth Portfolio Analyst Manager

    As Vice President, Wealth Portfolio Analyst Manager, Kelsey works to construct customized portfolios for individual and corporate clients. She is dedicated to understanding each client’s risk and reward profile to deliver solutions that meet their unique goals and objectives. Kelsey also leads a team of Portfolio Analysts who provide portfolio support to our advisors and clients.

  • Laurie Olson SVP Commercial Banking

    As Senior Vice President, Commercial Banking, Laurie serves as a trusted financial services partner for commercial clients. She works with the treasury management, wealth management, and leasing teams at Johnson Financial Group to help clients with their overall financial picture. Using a responsive, high touch approach for every client need, Laurie takes time to truly get to know her clients on both a business and personal level.

  • Corey Chamberlain SVP Commercial Real Estate

    As Senior Vice President, Commercial Real Estate, Corey partners with developers and real estate investors throughout the Madison area, delivering comprehensive real estate banking solutions. His background at a real estate development firm gives him firsthand insight into his clients' challenges and priorities. Corey takes a hands-on, collaborative approach to every relationship, ensuring clients get the guidance and attention their projects deserve.

  • Brad Mazola Senior Vice President – Wealth Advisor

    As Senior Vice President – Wealth Advisor, Brad is responsible for creating, implementing and overseeing effective wealth management strategies. He provides valuable assistance to clients in areas such as investment management, retirement planning, estate and trust planning, business succession and charitable giving strategies. Brad takes a holistic approach by collaborating with clients to establish a well-defined roadmap towards accomplishing their personal and financial goals. His sincere dedication to helping individuals thrive financially is evident in his work.

  • Liz Pfeuffer Vice President Wealth and Estate Administrator

    As Vice President Wealth and Estate Administrator, Liz ensures the company fulfills its obligations as a corporate fiduciary during post-death trust administration and estate resolution. Her responsibilities include interpreting governing documents, managing estate assets and ensuring compliance with legal and tax requirements. With her legal background and interpersonal experience, she effectively handles both simple and complex estates, meeting clients' needs fully.
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