Showing 61 to 70 of 297 results for Succession

  • Alexis Wolff Vice President, Commercial Banking Relationship Manager

    As a VP Commercial Banking Relationship Manager, Alexis is responsible for maintaining and developing relationships with new and existing commercial clients. She works with clients to understand their unique banking needs and bring solutions that are tailored to their current and future needs. Alexis partners with experienced individuals across the bank to offer comprehensive solutions and financial tools to help businesses succeed.
  • 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.
  • Scott Cooney SVP Director of Commercial Banking

    As Senior Vice President, Director of Commercial Banking, Scott is responsible for leading the strategy and execution of the company’s commercial banking business across all markets. With a strong focus on middle market relationships, he is passionate about helping business owners achieve their goals. Scott takes the time to truly understand a client’s business in order to provide the best possible customized financial solutions to meet their needs.
  • Jason Saffert VP Commercial Banking

    As Vice President, Commercial Banking, Jason develops long-term, meaningful relationships with clients in Rice Lake and the surrounding communities. As a business owner himself, Jason understands the unique challenges his clients face. He enjoys connecting with business owners on their needs, aspirations, and long-term goals. Using his broad knowledge of commercial and agricultural banking, Jason serves as a strategic business partner providing tailored solutions to help clients grow and sustain their business.
  • Matt Haas VP Commercial Banking Relationship Manager

    As Vice President Commercial Banking Relationship Manager, Matt is dedicated to delivering exceptional service to businesses across Wisconsin. He focuses on developing and maintaining long-term, meaningful relationships with closely held businesses. Matt takes time to understand each client’s business, specializing in developing customized solutions to meet their comprehensive financial needs. He has experience working with a variety of industries, including manufacturing, real estate, healthcare, distribution, logistics, transportation, service and others. He has provided financing for business expansions, acquisitions, equipment and working capital.
  • David Dauchy, CFA® Senior Vice President – Senior Portfolio Manager

    As Senior Vice President – Senior Portfolio Manager, David oversees the management of assets for investors. David adopts a consultative and collaborative approach, viewing each situation as a unique problem that requires a tailored solution for every client. He excels at simplifying complex issues, ensuring that clients can easily comprehend and navigate through them. Additionally, David effectively communicates the investment approach to his clients and provides guidance during challenging market and economic conditions.
  • Karla Losey, CFP®, CWS® VP Wealth Advisor

    As Vice President Wealth Advisor, Karla dedicates herself to understanding the personal and professional aspirations of her clients. Drawing on her extensive background in banking, which spans from lending to business banking, she crafts tailored financial strategies to help her clients reach their goals. Karla is deeply committed to building strong, lasting relationships by actively listening and working closely with her clients to ensure their financial plans align with their unique needs and objectives.
  • Michael Miller, JD VP Wealth Advisor

    As Vice President Wealth Advisor, Michael excels in guiding clients to clarify and achieve their financial goals. With a deep passion for solving complex problems, he leverages his extensive background in tax law to craft strategic wealth solutions. Michael provides thoughtful, personalized service, ensuring that each client's unique financial aspirations are met with the highest level of care and support.
  • Joe Maestas Wealth Retirement Plan Services Advisor

    As Wealth Retirement Plan Services Advisor, Joe provides retirement plan advisor and compliance support to businesses. Working closely with plan sponsors, he reviews and provides guidance on plan design, ensures Employee Retirement Income Security Act (ERISA) and Internal Revenue Service (IRS) regulatory compliance and conducts fiduciary oversight. As a licensed advisor, Joe can also conduct participant education meetings, enrollments and provide individualized guidance to help employees maximize their retirement readiness. By combining his extensive technical knowledge with a client-focused approach, Joe helps businesses and their employees achieve their retirement goals.
  • 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.
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