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  • Jackie Ruppel SVP Private Client Banking Leader Certified Wealth Strategist®

    As Senior Vice President, Private Client Banking Leader, Jackie manages Johnson Financial Group's Private Client Banking team. Alongside her team, Jackie is dedicated to helping clients navigate their complex financial needs and provides customized solutions to help them achieve their financial goals. Jackie emphasizes a collaborative approach, leveraging the expertise and resources of bank and wealth advisors. As a Certified Wealth Strategist®, Jackie draws upon her extensive financial knowledge in banking and lending to guide her teams and deliver valuable solutions for clients.

  • Jeffrey Budzisz, CTFA, AWMA® SVP Wealth Advisor

    As Senior Vice President, Wealth Advisor, Jeff believes the best financial recommendations and solutions come from devoting the time up front to get a detailed view of each client’s unique situation. He focuses on designing and implementing investment strategies to help high net worth individuals and families, as well as corporations, meet their goals. His consultative planning approach includes helping people manage their investments and income at every stage of their lives.

  • Natalie Klika AVP Private Banking

    As Assistant Vice President, Private Banking, Natalie partners with a team of knowledgeable financial professionals to provide exceptional service and help clients achieve their goals. She works with clients to understand their unique financial picture and provides tailored solutions to meet their needs.

  • John Keller, CWS®, CTFA SVP Wealth Advisor

    As Senior Vice President, Wealth Advisor, John works with a team of knowledgeable portfolio managers, private bankers and other skilled professionals to provide custom wealth solutions, incorporating personalized financial and estate planning concepts to individuals and their families. In addition, John works with nonprofit organizations to identify the organizations' investment objectives and develop an investment policy statement that addresses both current spending needs and long-term objectives.

  • Mark Rose VP Private Banking Certified Wealth Strategist®

    As Vice President, Private Banking, Mark develops long-term, meaningful relationships with those he serves. Taking a holistic view of your personal finances, Mark makes sure that your money is working as hard for you as you work for it. Holding himself to a high standard of accountability, he acts with a sense of urgency and provides detailed solutions to help you achieve your financial goals. Mark goes above and beyond to truly understand your passions, aligning himself with you and your family members to be your “go to person” and trusted advisor. Many clients even view him as an extension of their own family. Through a disciplined and strategic approach, Mark coordinates services and builds a team of specialists to focus on the unique needs of you and your family. He helps his team create a financial plan based on where you are today and where you want to be in the future, identifying gaps and suggesting solutions to fill those gaps. This is not a “set and forget” strategy, but a fluid plan that is monitored and reviewed with you on a regular basis. 

  • Jon Wangerin SVP Private Banking Area Manager Certified Wealth Strategist®

    As Senior Vice President, Private Banking Area Manager, Jon assists affluent clients and families to identify financial solutions and lending options that fit their specific needs. He and his team, focus on building long-term relationships and providing a high level of service to ensure you receive the best possible client experience.

  • “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?

  • Should You Renovate or Move?

    If you're considering whether to renovate or move, it's crucial to understand the key considerations. Assessing these factors carefully will help you determine which option best enhances your living situation and financial health.

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