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Showing 71 to 80 of 297 results for Succession

  • Grant Moll, CFP® VP Wealth Advisor

    As Vice President Wealth Advisor, Grant partners with clients to navigate their wealth with confidence and clarity. His approach centers on proactive communication and strategic foresight. Grant works closely with clients to anticipate opportunities and challenges before they arise. With a commitment to building lasting relationships, he takes the time to truly understand what matters most to each client, ensuring their financial plan evolves alongside their changing needs and goals.

  • Smart Money Moves: Financial Strategies for Early Career Success

    In this episode, Melissa Olson shares essential financial strategies for young professionals, highlighting the importance of early retirement savings, distinguishing needs from wants and effective debt management to achieve long-term financial stability and success.

  • Viktor Gottlieb SVP, Senior Commercial Banking Manager - Milwaukee

    As SVP, Senior Commercial Banking Manager for the Milwaukee region, Vik is responsible for overseeing the operational success of Commercial Banking in Milwaukee. He and his team partner with Commercial Banking clients to deliver comprehensive financial solutions, including banking, wealth and insurance services. Along with managing the Milwaukee team, Vik builds strong relationships with clients by taking time to truly understand the strategic goals and direction of their business. He develops partnerships with associates at all levels of an organization and aims to be a dependable financial partner that clients can trust.

  • Bruce Zak SVP Regional President, Northeast

    As SVP Regional President of the Northeast, Bruce serves businesses in a wide array of industries that are prevalent in Northeast Wisconsin. He approaches each client with a desire to understand their individual goals and priorities and works to find solutions that fit their unique situation. Bruce recognizes that each client has their own business opportunities and challenges and believes that the best part of his job is playing a role in their success. He works hard to understand what is most important to a client to build long-term relationships built on mutual trust and respect.

  • Barry Fries VP Commercial Banking

    As Vice President, Commercial Banking, Barry generates and manages commercial loan and deposit relationships with clients. His primary focus is working closely with privately held businesses to help provide financial solutions that will have a positive impact on their bottom line. He also handles loan inquiries and meets regularly with clients and prospects to discuss the best potential lending solutions to meet their unique financial needs. When consulting with clients, Barry takes a value-added approach, identifying strengths as well as areas for improvement. His experience in commercial credit sets him apart, enabling him to thoroughly analyze a company’s financial statements to fully understand his clients’ business as he supports and guides them to success.

  • Writing a Story Worth Retelling

    This is part of an ongoing series of articles about estate planning and succession planning, written by Joe Maier, JD, CPA, Senior Vice President, Director of Wealth Strategy

  • Divesting Your Business

    If you're considering divesting your business, you need a knowledgable partner who can help you understand your options and put together the right strategy to ensure a successful divestiture. 

  • Navigating Behavioral Investing: The Key to Financial Success

    Wondering how to make good decisions when it comes to investing amidst the daily barrage of negative news affecting the market? In this episode of Your Money. Your Mission., Kelly speaks with Joe Maier, Director of Wealth Strategy at Johnson Financial Group, to tackle the challenges of investing during turbulent market conditions. 

  • Ana Marino AVP Business Banking

    As Assistant Vice President, Business Banking, Ana provides lending solutions for businesses in the Hayward community. With more than 17 years of experience underwriting commercial loans, Ana understands the unique needs of companies in various industries throughout Northwest Wisconsin. As a financial professional truly invested in her clients’ success, Ana is dedicated to helping companies grow their business through flexible financing options.

  • Angela Walton AVP Business Banking

    As Assistant Vice President, Business 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.
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