Search Results
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Market Call: The Changing Investment Environment & Your Portfolio
The last month has reminded everyone that the consequences of much higher rates and tighter financial conditions are not all behind us. Investors are left wondering what to do with their portfolios in this changing investment environment.
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January Wealth Insights – Achieving Financial Fitness in 2025
Dominic Ceci, Chief Investment Officer of Johnson Financial Group, recaps the team's recent insights on aligning financial behaviors with deeper purpose, offering practical steps to ensure your time and money are spent meaningfully, under the theme “Achieving Financial Fitness in 2025.”
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Thoughts for business executives on return-to-office technology
As chief information officer at Johnson Financial Group, it’s my job to make sure our team members have the technology they need to serve our customers. Like many of you, we’ve given a great deal of attention to how to do that best throughout the pandemic. The other big need is to take stock and plan for return-to-office scenarios. In this article, I’ll share three basic principles we are embracing at Johnson Financial Group. You may find them helpful for your business as well.
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Webinar: Understanding Estate Planning
Learn valuable insights on estate planning with Johnson Financial Group's SVP Director of Wealth Strategy, Joe Maier.
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Beyond Speed: The Real Benefits of Real-Time Payments for Your Bottom Line
The benefits of real-time payments aren't just about speed. Learn how early adopters can gain cash control and outpace competitors.
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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. -
Nicole Geniesse, ChFC®, CLU®, CWS® SVP Portfolio Manager
As Senior Vice President, Wealth Portfolio Manager, Nicole specializes in designing, structuring and managing investment strategies. She uses her knowledge of investments, trust, insurance, financial planning and banking to help clients achieve their financial goals. -
Broc Berge, CRPS® VP Wealth Retirement Plan Services Advisor
As Vice President, Wealth Retirement Plan Services Advisor, Broc develops and maintains long-term relationships with businesses seeking retirement solutions. His consultative, hands-on approach will help ensure you and your staff are comfortable with your plan. -
Professional Services Banking
Banking solutions built for professional services. Streamline cash flow, invoicing, payroll and lending with strategies tailored to your practice.
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Mike Fitzpatrick SVP Commercial Real Estate
As Senior Vice President, Commercial Real Estate, Mike is responsible for establishing Johnson Bank’s first commercial real estate production office in the Twin Cities market. He specializes in providing middle market clients with construction, bridge and term loans for properties including multi-family, retail, industrial, office, as well as hospitality.