Search Results
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Unwrapping What Matters: Aligning Holiday Spending with Your Values
Holiday spending is top of mind for most this December, but CIO Dominic Ceci shares that before you click the “Buy Now” button, you might want to think about how you spend money to create meaning, memories, and a legacy that lasts. Read more in this week’s Wealth Insights.
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Karen O'Brien AVP Senior Mortgage Loan Officer
As Assistant Vice President Senior Mortgage Loan Officer, Karen guides her clients through the homebuying process. Her passion lies in finding creative solutions to unique challenges, especially as it relates to securing the right financing. Karen believes in clear and honest communication every step of the way to ensure her clients feel informed and supported throughout the entire process. -
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. -
Jennilyn DiPiazza AVP Branch Manager
As an Assistant Vice President Branch Manager, Jennilyn is responsible for leading her team to uphold high-quality customer service. Jennilyn encourages her team to engage deeply with clients, learning about their personal stories and financial aspirations. By being committed to client needs, Jennilyn and her team can offer tailored solutions to help clients achieve their short- and long-term goals. -
Brandon Allison Officer, Branch Manager
As Officer, Branch Manager, Brandon provides personalized financial solutions that cater to his clients’ unique needs. With a client-first approach, he actively listens to their goals, offering tailored solutions to have a positive impact on their financial life. Brandon recognizes the power of investing in his relationships and understands how they meaningfully impact his local community. -
Hans Wiedenbeck AVP Branch Manager
As Assistant Vice President Branch Manager, Hans leads the personal banking team in downtown Madison. His passion lies in nurturing associates to reach their full potential, enabling them to deliver exceptional service to our valued clients. When it comes to clients, Hans adopts a personalized approach, striving to comprehend their financial requirements and aspirations. By doing so, he ensures that he can fulfill their short-term and long-term needs effectively. -
Andrew Tews Senior Relationship Banker
As Senior Relationship Banker, Andrew addresses his clients’ immediate banking and future financial needs. His ultimate objective is to assist individuals in achieving their unique vision of financial freedom. Andrew values a proactive approach, anticipating his clients' needs before they arise. -
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. -
What Is a Financial Plan?
Financial planning sets you up for success both short- and long-term. Learn what a financial plan is, along with the steps to creating one.