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  • 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.

  • Pat Lawton SVP Director Commercial Real Estate

    As Senior Vice President, SVP Director Commercial Real Estate, Pat is responsible for managing and growing the commercial real estate portfolio and group in Madison and Milwaukee, Wisconsin in addition to Minnesota. He works with commercial real estate developers and investors to provide construction, acquisition and term financing. Growing up with six siblings, Pat has used his upbringing to understand how to relate to a variety of individuals. He is a strong collaborator who works well with others and enjoys sharing his knowledge and experience with both his team and clients.

  • Joe Guerin, CFA® VP Wealth Portfolio Manager

    As Vice President, Wealth Portfolio Manager, Joe works as part of the Institutional team and is responsible for building customized portfolio strategies for institutional clients. This includes investment policy review and development, portfolio construction, manager and security selection and performance reporting. Joe also serves as Portfolio Manager for our Retirement Plan Services team and leads the Retirement Plan Services Strategy group, driving best practices, identifying innovative investment solutions and enhancing retirement outcomes.

  • Alexis Wolff VP 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.

  • Kent Demien, CFA®, ChFC® SVP Director of Research and Financial Planning

    As SVP Director of Research and Financial Planning, Kent leads a dedicated team responsible for researching, selecting and monitoring investment strategies for clients. This team is also responsible for investment risk management and performance attribution analysis. Kent performs fixed income mutual fund manager due diligence for emerging markets, high-yield, bank loans, core plus bond, global bond and nontraditional/multi-sector bond funds.

  • Jack Paulson Financial Advisor AVP, Johnson Financial Group Financial Advisors

    As Assistant Vice President Financial Advisor, Jack Paulson is dedicated to assisting clients with their financial planning needs. With a focus on both short- and long-term goals, Jack works closely with his clients, empowering them to make informed decisions about their wealth. He believes that trust and compassion are the foundation of every client relationship, and he prioritizes building these close-knit connections from the start of the financial planning process. Jack aims to ensure each client feels valued and understood.

  • 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.

  • Angela Walton AVP Commercial Banking

    As Assistant Vice President, Commercial Banking, Angela partners with a team of financial professionals dedicated to providing exceptional service for businesses and families throughout her community. She follows a relationship-driven and consultative approach that’s focused on understanding her client’s goals and connecting them with the right products and solutions. Angela values building trusted relationships and providing thoughtful guidance that supports her client’s long-term success.

  • Katie Smyk VP Commercial Real Estate

    As Vice President in Commercial Real Estate, Katie enjoys meeting with clients to learn about their needs, wants and goals. She builds strong relationships and provides clients with the best financial solutions to meet their unique goals. Katie also serves as a trusted partner to the commercial real estate team and helps with the underwriting of commercial real estate loans.

  • 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.
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