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Showing 851 to 860 of 960 results for Planning for Retirement

  • Benjamin Sanchez AVP Branch Manager

    As Assistant Vice President Branch Manager, Benjamin Sanchez oversees the West Milwaukee branch, where he and the team assist clients with their financial needs and provide financial services to local organizations and businesses to support their operations. Benjamin takes an interactive approach, delivering top-tier customer service and sharing his financial knowledge to help clients achieve their financial goals. With his effective communication skills, Benjamin provides solutions to both English- and Spanish-speaking clients and has dedicated over 20 years to serving the Hispanic community.

  • Jon Jones AVP Branch Manager

    As Assistant Vice President Branch Manager, Jon is dedicated to delivering exceptional service to his clients. With a strong focus on problem-solving, he approaches every client interaction with the goal of not only addressing immediate concerns but also identifying opportunities to enhance their financial well-being. Jon believes in building long-term relationships based on trust and transparency and he leads his team with a commitment to excellence and client satisfaction.

  • Lindsay Czekalski Officer, Assistant Branch Manager

    As Officer, Assistant Branch Manager, Lindsay leads with warmth and dedication, building trusted relationships with clients and business partners that stand the test of time. She is committed to cultivating an environment where her team can learn, grow and deliver outstanding client experiences at every interaction. What truly sets Lindsay apart is her genuine desire to listen — taking the time to understand each client’s unique goals and financial challenges so she can connect them with the right solutions and give them the confidence that someone is always in their corner.

  • Colleen Melnick AVP Branch Manager

    As Assistant Vice President, Branch Manager, Colleen oversees the team of financial professionals at Johnson Financial Group’s Delafield branch. Colleen is experienced in all aspects of finance, with a strong background in lending, investments and branch management. Through strong connections with her clients, Colleen enjoys getting to know every individual on a personal and professional level and finding out their unique goals to help them succeed.

  • Jake Hansen Officer, Branch Manager

    As Officer, Branch Manager, Jake oversees a team of financial professionals who work together to provide an exceptional client experience. Jake’s primary focus is to meet clients where they are on their life journey and to help them achieve their personal and financial goals. He's passionate about continuous growth and improvement, fostering a culture that promotes learning, professional development and trust.

  • Webinar: Midyear Market Outlook

    With the financial markets capturing daily headlines, it is easy to become overwhelmed and nervous about the state of the economy. To help clients make sense of it all, we recently hosted a discussion with two industry specialists, Brian Andrew of Johnson Financial Group and Quincy Krosby from LPL Research. Brian and Quincy discussed the markets and global economy—and the opportunities and challenges that may lie ahead.

  • “Always something exciting, always something damaged”— Q&A on alternative investment opportunities

    In this week’s investment commentary, Director of Alternative Investments Jonathan Henshue, CFA, CAIA answers your questions about alternative investments, including what the risk-return gap is, how big the alts space has grown over the last years or which asset class he finds personally interesting right now.

  • Alternatives Focus: Reinsurance Securities Now in the Mix

    In late June, our Wealth team introduced reinsurance securities as a new strategy for clients with alternative investments. This week, Jonathan Henshue, CFA, CAIA, explains the benefits of this strategy in our investment commentary.

  • Fed’s Warsh Era Begins with Hawkish Tone

    A hawkish start from Fed Chair Kevin Warsh signals a focus on inflation and independence. We’re watching closely and staying ready for what comes next. Read Portfolio Manager Brian Schaefer’s latest insights in this week’s article.

  • Confidence Booster

    Taxes are on investors' minds this time of year. While they're a fact of life and we shouldn't let the tax tail wag the dog, Portfolio Manager Kyle Tripp shares in this week’s investment commentary four strategies to help minimize them.

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