Showing 791 to 800 of 960 results for Planning for Retirement

  • Itzel Alcala AVP Branch Manager

    As an AVP Branch Manager, Itzel is dedicated to building strong client relationships by offering tailored solutions that align with their unique financial goals. She’s passionate about developing her team and fostering a positive, productive work environment. Itzel values personal connections with clients, ensuring they feel comfortable and trusted, and uses her extensive experience to guide them in their financial decisions.
  • Tricia Condreva AVP Branch Manager

    As Assistant Vice President, Branch Manager, Tricia will work with you to review all of your finances and provide you with the best possible financial solutions. She leads a team of highly skilled and motivated professionals dedicated to serving the Hayward community.
  • David Frank AVP Branch Manager

    As Assistant Vice President, Branch Manager, David leads a team of knowledgeable financial professionals. He and his team are committed to building long-term relationships by providing tailored banking solutions.
  • The 30-Day Couples Saving Challenge: Save $300 Together This Month

    Try this 30-day couples saving challenge to put $300 in your pocket without the stress.

  • The US Dollar and Why International Stocks are Outperforming YTD

    In this week’s Wealth Insights, JFG’s Drake Dorfner answers a new question that investors nationwide are suddenly asking: “Why are international stocks doing so much better than US equities?”

  • From Quarters to Crypto: Why Value Matters

    In this week’s Wealth Insights, Jon Henshue, CFA, CAIA explains why we don’t allocate to either gold or Bitcoin—considering both more “speculation” than “investment” oriented.

  • 2021 Annual Report

    Fortunately, despite the challenges that came our way, with clients like you and the resilience of our associates, we experienced another very strong year. We can’t thank you enough for the trust and confidence you place in JFG and our associates to help you make some of the most complex and important decisions for you, your family and your business.

  • Jennifer Aceto AVP Branch Manager

    As Assistant Vice President, Branch Manager, Jen leads a team of knowledgeable financial professionals to provide exceptional service and help clients achieve their goals. Jen also works with clients to understand their complete financial picture and provide personalized solutions.
  • Mindy Robinson AVP Branch Manager

    As Assistant Vice President, Branch Manager, Mindy oversees the Waukesha branch. Together with her team, she works to ensure that each client is given the attention, knowledge, and high level of care they deserve. With a strong attention to detail, Mindy prioritizes the unique needs of each client to help them achieve their financial goals.
  • Nikki Luedtke Officer, Branch Manager

    As Officer, Branch Manager, Nikki leads a team of financial professionals at Johnson Financial Group’s Burlington office. Nikki is committed to collaborating with her team to provide an exceptional client experience. She is passionate about getting to know her clients on a personal level and helping them achieve their financial goals.
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