Search Results

• 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.

• Derrick Meier, MBA Financial Advisor AVP, Johnson Financial Group Financial Advisors

  As Assistant Vice President, Financial Advisor, Derrick helps clients create unique financial plans around their life goals. He understands that every client is different, which is why he enjoys building relationships and learning what matters most to them. As a Financial Advisor, Derrick appreciates the opportunity to help clients financially prepare for every aspect of their life, including their families, careers and personal aspirations.

• Sara Whitley AVP, Senior Community Mortgage Loan Officer

  As Assistant Vice President, Senior Community Mortgage Loan Officer, Sara educates and supports her clients throughout the homeownership journey to ensure a seamless experience. She specializes in assisting first-time homebuyers and has vast knowledge of down payment assistance programs and various loan products. As an active member of her community, Sara builds relationships with local nonprofits and agencies to make sure local community members have the education they need to evaluate the options available to them. Sara prioritizes building trust with her clients and works to make sure they understand the ins and outs of homeownership and the mortgage loan process.

• Downtown Madison Downtown Madison Banking, Wealth and Mortgage Lending in Madison

  Located in the heart of downtown Madison on East Doty Street near Martin Luther King Jr. Boulevard, Johnson Financial Group is a full-service branch offering banking, wealth, and mortgage lending solutions. We are proud to serve individuals and businesses throughout Wisconsin’s capital and Madison’s surrounding suburbs in Dane County. Our associates live and work in the greater Madison-area, generously supporting various local community organizations like United Way of Dane County, UW Madison Family Business Center, and the Clean Lakes Alliance. We look forward to assisting you with tailored solutions to help you achieve your financial goals.

• Daniel Rolls Associate Financial Advisor Johnson Financial Group Financial Advisors

  As an Associate Financial Advisor, Daniel partners with clients to craft a comprehensive financial plan tailored to their unique goals. His approach brings a sense of security, clarity and understanding to their financial well-being. Whether clients are looking to manage existing investments, embark on their first investment journey, develop a long- or short-term investment strategy, plan for education or prepare for retirement, Daniel is dedicated to helping them achieve their financial aspirations.

• Susan Baran, CFP® VP Wealth Advisor

  As Vice President Wealth Advisor, Susan provides high-level financial guidance and strategic planning to help clients achieve their long-term goals and objectives. Additionally, she specializes in developing and implementing effective succession plans to ensure a smooth transition and continued success for business owners. Susan takes a collaborative approach to financial planning, ensuring her clients are fully engaged and motivated to achieve their goals.

• 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.

• Claire Wordell Wealth Portfolio Analyst

  As a Wealth Portfolio Analyst, Claire partners with advisors and clients to deliver guidance on portfolio allocations, strategic recommendations and market dynamics. She works to ensure that portfolios align with clients’ overall financial picture through asset-allocation guidance, strategic rebalancing and ongoing Investment Policy Statement evaluation. Claire is committed to demystifying the investment process through clear education and meaningful relationships, empowering clients to navigate their financial journey with confidence as they work toward their long-term goals.

• Aaron Spitzner, CFP® VP Johnson Financial Group Financial Advisor

  As Vice President Johnson Financial Group Financial Advisor, Aaron builds lasting relationships by truly understanding what drives his clients' financial goals. He brings clarity to complex decisions and collaborates with trusted professionals to ensure every aspect of his clients' financial lives works in harmony. Aaron treats every client like family, taking time to understand not just their numbers, but their values, aspirations and what legacy they want to create.

• Nathan Niewinski AVP, Johnson Financial Group Financial Advisors

  As Assistant Vice President, Financial Advisor, Nathan Niewinski delivers comprehensive financial planning and investment analysis across retirement, taxes, cash flow, debt and business planning — always with a relationship-first approach. He stays proactive through regular client reviews, thorough preparation and diligent follow-up, ensuring every recommendation is tailored to each client’s unique situation. Nathan’s goal is to be the financial quarterback his clients turn to first, knowing he always has their best interests at heart. He brings positivity to every interaction, helping clients stay focused and confident even during periods of financial uncertainty.