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  • Grace Anderson, AIF®, CTFA VP Wealth Advisor

    As Vice President Wealth Advisor, Grace establishes relationships with clients and delivers highly personal, strategic solutions for their individual needs. She views herself as a thoughtful collaborator and finds great satisfaction in helping clients navigate complex financial matters with an emphasis on seeing the bigger picture. In 2022, Grace earned the Accredited Investment Fiduciary designation from fi360, and in 2024, she earned the Certified Trust Fiduciary Advisor designation through the American Banker’s Association.

  • Samantha Kolb Wealth Education Coordinator, Retirement Plan Services

    As an education coordinator, Samantha is fortunate enough to help people reach their retirement goals and assist them in gaining a better understanding of various financial topics. She works with relationship managers and plan sponsors to develop a holistic approach to financial education and wellness for all participants. Samantha enjoys being a resource to guide others on the road to a fulfilling financial future.

  • Michael Rowley Associate Financial Advisor Johnson Financial Group Financial Advisors

    As an Associate Financial Advisor, Michael is committed to helping his clients achieve their life and retirement goals. With a proactive and personalized approach, he provides comprehensive investment and financial planning advice that anticipates and addresses his clients’ unique needs. Michael is dedicated to building long-term relationships with his clients based on trust, respect and open communication. He strives to empower his clients with the knowledge and tools necessary to make informed financial decisions.

  • Justin Mager Financial Advisor AVP, Johnson Financial Group Financial Advisors

    As a Financial Advisor, Justin believes that financial planning is foundational to his client relationships. He enjoys collaborating with clients to customize strategies that help them work toward achieving their goals. As part of his planning process, he specializes in income strategies, asset protection planning and tax-efficient investing.

  • Ana Valle Gonzalez AVP Community Lending Relationship Manager

    As an AVP Community Lending Relationship Manager, Ana builds and leads relationships with housing agencies and nonprofit partners to expand homeownership access across Wisconsin. She is dedicated to helping individuals and families, especially those in underserved communities, achieve their dream of homeownership. Ana's passion for making homeownership accessible to diverse communities is deeply rooted in her own experience as a first-generation immigrant and she takes great pride in serving as a trusted resource for her clients.

  • Joshua Legan VP Private Banking Relationship Manager

    As VP Private Banking Relationship Manager, Joshua distills complex financial situations into clear, executable strategies. Joshua’s patient, trust-based approach helps him understand their unique story before determining the right solutions for his clients. He builds partnerships rooted in problem-solving and genuine understanding.

  • The Basics: Budgeting

    Join us for a reality-based conversation to better understand how to prepare a balanced spending plan and maintain a personal budget. This session will provide you with the tools to manage your finances effectively.

  • The 5 C’s of Credit

    This webinar is designed to help you develop a foundational understanding of credit and its impact on your overall financial situation. We'll explore the 5 C's of Credit, providing you with the knowledge to navigate the world of credit and make informed financial decisions.

  • Mortgage Refinancing: When It Makes Sense and How to Make It Work for You

     Understand what mortgage refinancing is and if it makes sense for you and your unique financial situation.  

  • On the move? Your lender is your premier partner

    Job transfer? Joining your spouse‐to‐be? Returning to your family and hometown? You have plenty of company.

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