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  • Investment Basics: Rebalancing

    When we work with our pilot clients, we follow a disciplined process to make the most of their retirement plan over their lifetime. We follow a number of steps to develop a customized financial plan, and then build a portfolio that we believe will accomplish that plan.

  • SMAs and Cocktail-Party Cachet

    Direct indexing and separately managed accounts (SMAs) aren’t just a trend, they’re a strategy that can add value to your portfolio. In this week’s Wealth Insights article, Portfolio Manager Brian Schaefer shares the reasons you might consider using an equity SMA.

  • Bob Leibham, CWS® Financial Advisor VP, Johnson Financial Group Financial Advisors

    As Vice President, LPL Financial Advisor, Bob draws on 25 years of experience to prepare diversified investment portfolios to help meet his clients’ current and future financial needs. He also ensures clients are kept well-informed of their evolving financial status. Knowing clients’ goals change, along with the investment environment, Bob strives to keep investment portfolios efficient and his clients financially comfortable.

  • Scott J. Gregory, AIF®, CWS® Financial Advisor VP, Johnson Financial Group Financial Advisors

    As Vice President, Financial Advisor, Scott uses his diverse experience and background to connect with his clients and identify their individual needs. He will work hard to help clients towards their financial goals through a conservative and disciplined strategy.

  • Jess Dohner Program Manager SVP, Johnson Financial Group Financial Advisors

    As Senior Vice President, Program Manager, Jess leads the Financial Advisors team. He supports the team of advisors in developing business plans focused on building and deepening client relationships. With nearly 20 years of experience in the financial services industry, Jess actively listens to clients to create customized solutions to manage their unique needs. He has a strong record of developing and retaining talent while developing strategic relationships with industry executives throughout the country.

  • Eric Trousil, CFA® SVP Wealth Portfolio Manager

    As Senior Vice President, Wealth Portfolio Manager, Eric works with individuals and non-profit organizations to create customized investment solutions. With a strong emphasis on providing a personalized experience, Eric actively listens to each client’s unique needs to deliver the most relevant financial solutions.

  • Graham Kessel VP Wealth Advisor

    As Vice President, Wealth Advisor, Graham uses his knowledge of investments and experience with financial planning to help his clients work towards their financial goals both pre and post retirement. He enjoys building strong partnerships with his clients while servicing their financial planning and investment needs. He believes in getting to know his clients beyond their investment needs, learning about their growing families and aspirations. Graham’s greatest joy comes from knowing a client is happy and can rest easy knowing they have a plan.

  • Jill Fredericksen VP Wealth Fiduciary Administrator

    As Vice President, Wealth Fiduciary Administrator, Jill serves as the primary contact to the family office and the family’s external advisors. Her responsibilities encompass the establishment, execution and maintenance of family accounts, while diligently managing client files ensuring compliance with laws and regulations. Employing a collaborative approach, Jill fosters strong relationships with both clients and business partners, facilitating cooperation and delivering exceptional service.

  • Al McIlwraith VP Private Banking Certified Wealth Strategist®

    As Vice President, Private Banking, Al works directly with his clients to address all aspects of their financial life, from day-to-day banking and lending needs to longer term wealth management objectives. He has worked in the financial services industry since 1987 and brings diverse experience.

  • Brett Staaland AVP Wealth Advisor

    As Assistant Vice President Wealth Advisor, Brett partners with clients to align their financial strategies to their lives. His conversational approach opens discussions surrounding family dynamics and personal goals that clients haven’t considered before. Brett’s passionate about getting to understand his clients deeply, cutting through the complexity and building a financial plan that reflects their unique timeline and values.
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