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  • Paying for College

    We understand that you want to do everything you can to help your children succeed. Learn how you can prepare and save for the college costs you know are coming.

  • Kelly Mould and Kate Trudell Earn State Bar Award for Outstanding Service

    Kelly Mould and Kate Trudell are recipients of the Charles Dunn Wisconsin Lawyer Author Award.

  • What's going on in the financial markets right now with Jim Popp of Johnson Financial Group

    CEO Jim Popp joined a recent episode of the GoGedders podcast to share his thoughts on financial topics such as stimulus packages, PPP loans, the upcoming November election and the markets. To learn more about what’s happening behind the scenes in the financial industry during Covid-19, listen to Jim’s interview here.

  • Contact Us

    Contact us today for more information.

  • Navigating Risks: The Importance of Fraud Prevention Evaluations

    Discover how to protect your business through our fraud prevention evaluation for commercial business owners. Protect your company with these essential steps and safeguard your assets from fraudulent threats.

  • Savings, Money Market and Certificates of Deposit

    Grow your company with flexible savings options designed to put your excess cash to work. The larger the average balance, the higher the interest earned.

  • Milwaukee-area banks prep for next round of Paycheck Protection Program

    Milwaukee-area banks have started to prepare for the imminent return of the Paycheck Protection Program. President Donald Trump’s signature on a Covid-19 stimulus package means the Small Business Administration will have another $284.45 billion to disburse as forgivable loans. The program was the federal government’s main offer of financial support for businesses. Proceeds from the PPP were meant as an incentive for small businesses to keep employees on the payroll.

  • Evoking change within the Milwaukee community with Jim Popp, CEO of Johnson Financial Group

    Jim Popp, President and CEO of Johnson Financial Group speaks with Richie about their big move to a new office space overlooking Cathedral Square, what their future of FinTech looks like, leadership lessons, the city of Milwaukee, talent attraction and what they’re doing to give back to their community.

  • Bret Almstedt SVP Service & Product Leader – Retirement Plan Services

    As Senior Vice President, Service & Product Leader for Retirement Plan Services, Bret leads our team of experienced retirement plan relationship and education professionals. He and his team take the time to understand your organization and your goals. Their aim is to become your trusted advisor and plan consultant — offering tailored plan sponsor services and employee education solutions to help you attract, retain and grow your team. They believe that a successful retirement plan empowers your employees through meaningful, actionable education, guidance and financial planning.

  • What You're Feeling Is Normal, Biological and Curable: Loss Aversion, Regret Aversion and Herd Mentality

    It is hard to remember any time comparable to the last couple of weeks. We are faced with multiple types of fear: fear of the unknown (both medical and economic); fear for our loved ones, our lives and our lifestyle; fear of bad math and fear of scary math. This article will cover what it will cover are those fears our brains create that could have a detrimental impact on our economic future.

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