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Showing 231 to 240 of 301 results for Succession

  • A New Year's Resolution

    One of our client's spouse spent the better part of 20 years—maybe even more—trying to convince her husband to get their estate plan in order.

  • Do you really know what your spouse wants in retirement?

    Retirement planning with a spouse is a shared venture that inevitably involves differing visions. Here are six questions you and your spouse can ask yourselves—and each other—to help navigate the pivotal pre-retirement phase as smoothly as possible. 

  • Timothy Foht SVP Portfolio Manager

    Tim is a good listener and shares a genuine interest for his clients’ needs. As Senior Vice President, Portfolio Manager, Tim uses a consultative planning approach to design and implement investment strategies for personal, institutional and corporate accounts. Tim draws on his investment experience to create tailored solutions designed to meet each client’s unique needs.

  • Dave McEvoy VP Portfolio Manager

    As Vice President, Portfolio Manager David helps clients achieve their financial goals through a conservative and disciplined strategy. His approach is designed to achieve the long-term growth objectives of each client portfolio he manages.

  • Pat Lawton SVP Director Commercial Real Estate

    As Senior Vice President, SVP Director Commercial Real Estate, Pat is responsible for managing and growing the commercial real estate portfolio and group in Madison and Milwaukee, Wisconsin in addition to Minnesota. He works with commercial real estate developers and investors to provide construction, acquisition and term financing. Growing up with six siblings, Pat has used his upbringing to understand how to relate to a variety of individuals. He is a strong collaborator who works well with others and enjoys sharing his knowledge and experience with both his team and clients.

  • Eric Bernal SVP Portfolio Manager

    As Senior Vice President, Wealth Portfolio Manager, Eric works with the wealth team to understand clients’ goals and objectives for investment savings. He also constructs portfolios while providing ongoing management to help clients reach their goals. Eric understands the importance of communication and asking questions to help clients identify what they are trying to accomplish. Once goals and expectations are determined, Eric enjoys building strategies and executing a plan to succeed.

  • Arnold Presser VP Portfolio Manager

    As Vice President, Portfolio Manager, Arnold specializes in designing and implementing investment strategies that help clients meet their life goals. He uses a consistent guided, managed approach and extensive knowledge, translating into a comprehensive and practical approach to wealth management.

  • 2024 Annual Report

    View Johnson Financial Group's 2024 annual report to learn more about how the company's financial performance, 2024 achievements and what to look forward to in 2025. 

  • Charitable Giving Series: Part VI of VI on Using Charitable Remainder Trusts to Defer Taxes and Maximize Wealth

    This is the fifth part of a six-part series on charitable giving. The previous articles all focused on the Howards, a couple that had a charitable mission inspired by their son James’ childhood cancer. The Howards were prototypical charitable donors; their philanthropy was driven by a cause, and they used the tax code to enhance their impact.

  • The Seven Deadly Sins of Wealth Management

    If you want a happy retirement, it’s critical to pay attention to these ‘sins’ — ignoring even one could put your dream retirement at risk.

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