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Showing 751 to 760 of 960 results for Planning for Retirement

  • Public Sector Banking

    Johnson Financial Group's public banking sector team delivers solutions for each client based on their unique deposit and debt needs. Our commitment to local decision-making allows us to offer quality solutions at a highly responsive pace.

  • 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.

  • Women in Business: Navigating Challenges and Leading with Purpose

    With decades of experience in male-dominated fields, Tamarra Coleman and Karla Krehbiel share insights on leadership, growth and creating opportunities for future women leaders.

  • Why One 69-year-old Woman Initiated a 'Gray Divorce'

    Mary, 69, initiated a 'gray divorce' due to growing political differences with her husband. Despite financial risks and social stigma, she prioritized her happiness. Now separated, she faces decisions about asset division and future living arrangements while rediscovering her passion for writing. Read her inspiring story.

  • Notable Women in Wealth Management: Kelly Mould

    Learn more about Kelly Mould, SVP at Johnson Financial Group, as she hosts the "Your Money. Your Mission" podcast and focuses on financial education for women and families, leveraging her law degree and expertise as a certified wealth strategist.

  • 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.

  • Ana Valle Gonzalez AVP Community Lending Relationship Manager

    As an AVP Community Lending Relationship Manager, Ana builds and leads relationships with housing agencies and nonprofit partners to expand homeownership access across Wisconsin. She is dedicated to helping individuals and families, especially those in underserved communities, achieve their dream of homeownership. Ana's passion for making homeownership accessible to diverse communities is deeply rooted in her own experience as a first-generation immigrant and she takes great pride in serving as a trusted resource for her clients.

  • Carissa Peterson VP Senior Mortgage Loan Officer

    As a Vice President Senior Mortgage Loan Officer, Carissa is dedicated to helping her clients choose the right loan for their unique needs. Whether you’re a first-time homebuyer or looking to downsize, she takes pride in making the homeownership journey seamless and stress-free. Carissa’s passion for her work and commitment to building lasting relationships ensures her clients receive exceptional service and guidance every step of the way — from application to closing.

  • Steve Greiff SVP, Director of Mortgage

    As Senior Vice President, Director of Mortgage, Steve leads Johnson Financial Group’s mortgage teams throughout the state of Wisconsin. With extensive mortgage industry experience, he is knowledgeable in all aspects of the mortgage process. Steve and his team focus on providing an exceptional home buying experience for clients.

  • Delafield Delafield Banking and Wealth in Delafield

    We’re proud to welcome our clients, local businesses and neighbors to our newest branch location in Delafield. Located in the heart of Delafield on the Southwest corner of Hwy 83 and I-94, our office is a convenient stop for your individual and business financial needs. Whether you live or work in Delafield or the surrounding Lake Country community, we have a dedicated team of local advisors to meet your needs. Visit our office for an enhanced experience which includes a state-of-the-art cash bar, welcoming offices, digital displays, a drive-up and a fee-free ATM. We look forward to seeing you!
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