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Showing 221 to 230 of 322 results for Buying

  • Sell or Renovate: Unpacking Key Factors to Help You Decide

    Should you sell or renovate? Explore practical advice and real-life experiences to help you choose the right path for your home and budget.

  • “Always something exciting, always something damaged”— Q&A on alternative investment opportunities

    In this week’s investment commentary, Director of Alternative Investments Jonathan Henshue, CFA, CAIA answers your questions about alternative investments, including what the risk-return gap is, how big the alts space has grown over the last years or which asset class he finds personally interesting right now.

  • From Quarters to Crypto: Why Value Matters

    In this week’s Wealth Insights, Jon Henshue, CFA, CAIA explains why we don’t allocate to either gold or Bitcoin—considering both more “speculation” than “investment” oriented.

  • Monte Carlo: A Measure, Not a Goal

    One of the tools advisors use to help clients navigate the complex territory of financial planning is Monte Carlo simulations. This widely used method calculates a probability score that suggests how well your financial plan will stand up to varying market conditions. The critical question is what does a high Monte Carlo score mean?

  • Meghan Marciniak VP Private Banking

    As Vice President, Private Banking, Meghan assists affluent clients with creative solutions for their personal banking and wealth management needs. She partners with teams across Johnson Financial Group to provide her clients with a comprehensive strategy to manage their entire financial picture. With a diverse background in business and finance, she uses her unique skillset to build trusted relationships through a lighthearted approach. Knowing that every financial story is unique, Meghan takes time to understand and navigate each client’s individual needs with the highest level of care.

  • Ed Blaney SVP Private Banking Area Manager

    As Senior Vice President, Private Banking Area Manager, Ed leads a team of private bankers who serve clients throughout Wisconsin. He collaborates with his team to provide an exceptional client experience and identify opportunities to help every individual with their financial needs. Ed is passionate about putting clients at the center of everything he does. His goal is to listen and learn as much as he can about each client and their family, providing recommendations that are truly helpful in achieving their financial goals.

  • Becky McClelland AVP Private Banking

    As Assistant Vice President, Private Banking, Becky is a dedicated partner who goes above and beyond to help clients achieve their financial goals. With a deep commitment to personalized service, she understands each client's story is unique. She provides the highest level of care along with tailored recommendations and solutions to meet her clients' evolving plans.

  • Steven Reuhl SVP Wealth Sales Manager

    As Senior Vice President, Wealth Sales Manager, Steven leads a team dedicated to delivering tailored financial advice and solutions while continuing to serve clients directly. He draws on his wealth management background to help both his team and his clients navigate unique financial goals, risk tolerance and lifestyle aspirations to develop strategies that maximize wealth preservation and growth. Steve takes a proactive approach by staying current on industry trends and regulatory changes to keep his team informed and his clients well-advised. He believes in the power of collaboration and strong leadership to drive optimal outcomes and lasting, positive impact on the lives of those they serve.

  • Joel Bailey, CTFA SVP Wealth Advisor

    As Senior Vice President, Wealth Advisor, Joel assists clients in the areas of asset management, retirement planning, estate planning and trust administration. He also works closely with local businesses to design investment solutions for their corporate retirement plans.

  • Chuck Salzwedel SVP Private Client Services Relationship Manager Certified Wealth Strategist®

    As Senior Vice President, Private Client Services Relationship Manager, Chuck focuses on helping clients meet their goals and objectives through a holistic approach to personal finance. By being a good listener and sharing a genuine interest for his clients’ needs, Chuck believes the best financial recommendations and solutions come from devoting the time up front. With a solid understanding of the complex issues associated with wealth, Chuck translates this knowledge into solutions as clients go through different life stages.
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