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Showing 81 to 90 of 297 results for Succession

  • Planning for Retirement

    As you get closer to retirement, we can help you figure out what comes next. We’ll help you assess your current plan and make adjustments to ensure you realize the retirement you’ve always imagined.

  • Russ Plewa SVP Commercial Banking

    Russ specializes in advising middle market businesses how to grow, finance expansion projects, complete dividend recaps and acquisitions. Russ is a creative person who truly considers how to solve problems from different angles. He helps clients grow their company through connections, unique ideas, and by providing proactive long-term advice with a sense of urgency. Russ has worked with over 500+ companies through high growth, transitions and large expansion projects, giving him insight on how to help companies navigate through a broad range of situations. He has a unique background in accounting, engineering, and finance giving him insights on how to offer a variety of solutions, especially for manufacturing companies.

  • Becoming a Business Owner

    Becoming a business owner is an opportunity of a lifetime that can bring great success, or many challenges. Find out how Johnson Financial Group can partner with you to make success a reality.

  • Becoming a Business Owner

    Becoming a business owner is an opportunity of a lifetime that can bring great success, or many challenges. Find out how Johnson Financial Group can partner with you to make success a reality.

  • Anisa Dunn SVP Senior Fiduciary Services Manager JD, CWS®

    As Senior Vice President, Senior Fiduciary Services Manager, Anisa leads a team of professionals who collaborate with clients to deliver high-quality fiduciary and financial services. Anisa leads our Estate Administration and Fiduciary Services team. She is an attorney with over fifteen years of legal and professional-level management experience. Since joining Johnson Financial Group, Anisa has served as a Wealth Fiduciary Advisor and Private Banking Regional Manager, gaining knowledge in both the investment and bank businesses. Formerly Racine’s Family Court Commissioner, Anisa served as the presiding court official over hundreds of cases dealing with complex financial situations and family dynamics.

  • Joe Maier, JD, CPA SVP Director Wealth Strategy

    As Senior Vice President, Director of Wealth Strategy, Joe is knowledgeable in helping clients with their business succession, financial and estate planning, and post-death administration needs. He has a breadth of experience serving family businesses and a deep understanding of wealth transfer strategies. Along with strong leadership and collaboration in corporate and private law practice environments, Joe is well-versed in working with family offices, business owners, and corporate executives to help them meet their wealth and legacy planning goals.

  • Jamie Wolf VP Private Banking

    As Vice President, Private Banking, Jamie builds relationships with clients while focusing on their complete financial picture. Additionally, she collaborates with fellow business partners to provide financial solutions to meet an individual’s unique needs. She takes pride in being a trusted advisor to her clients, offering a personalized level of service to ensure that a client is on the path to building financial success.

  • Starting Out

    Making smart financial decisions early on can set you up for success later in life. We're here to help you get started.

  • What Are Your Financial Priorities?

    No matter your situation, your financial success requires careful planning and professional guidance. Together, we’ll create a plan as unique as you. Download the checklist to start understanding and prioritizing what is most important to you. 

  • New Year Financial Planning: Key Strategies for 2026 Success

    In this episode of Your Money. Your Mission., learn the new year financial planning tips to help you achieve your goals.

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