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• Kyle Tripp, CFA®, CFP® SVP Wealth Portfolio Manager

  As Senior Vice President, Wealth Portfolio Manager, Kyle is dedicated to understanding your financial goals and helping you reach them. He specializes in crafting plans and investment portfolios with a focus on limiting your exposure to risk. Kyle is also adept at explaining and adjusting that strategy based on the current financial environment.

• Jill Spielmann SVP Wealth Advisor

  As Senior Vice President Wealth Advisor, Jill excels in building long-term relationships and delivering personalized fiduciary and administrative services to our clients. Working alongside a team of seasoned professionals, she’s committed to collaborating closely with clients to align our services with their financial aspirations, ensuring their expectations aren’t only met but exceeded.

• Julie Grosso, CTFA AVP Wealth Fiduciary Administrator

  As Assistant Vice President, Wealth Fiduciary Administrator, Julie provides trusted support to individuals and families navigating trust and estate administration. She partners closely with clients, advisors and professional service providers to ensure fiduciary responsibilities are handled with accuracy, transparency and care. With a strong attention to detail and a thoughtful, client focused approach, Julie helps simplify complex administrative and tax related matters while keeping clients informed every step of the way. Her goal is to deliver dependable service and peace of mind throughout the fiduciary relationship.

• Anisa Dunn SVP Senior Fiduciary Services Manager JD, CWS®

  As Senior Vice President, Senior Fiduciary Services Manager, Anisa leads a team of professionals who collaborate with clients to deliver high-quality fiduciary and financial services. Anisa leads our Estate Administration and Fiduciary Services team. She is an attorney with over fifteen years of legal and professional-level management experience. Since joining Johnson Financial Group, Anisa has served as a Wealth Fiduciary Advisor and Private Banking Regional Manager, gaining knowledge in both the investment and bank businesses. Formerly Racine’s Family Court Commissioner, Anisa served as the presiding court official over hundreds of cases dealing with complex financial situations and family dynamics.

• Tyler Mosley, CTFA VP Wealth Advisor

  Tyler assists our clients with a variety of services including processing account distributions, creating performance reports and client presentations, as well as assisting clients in resolving their issues. He understands our clients come to us for a service, but they also see us as their partner. They are putting considerable trust in us, which Tyler takes very seriously. He has a very personal style, and loves listening to people to get a feel for what makes them tick. This allows him to build a rapport and ultimately a strong relationship with his clients.

• Bob Schneider SVP Advanced Planning Senior Manager CFP®

  Bob is a CERTIFIED FINANCIAL PLANNER™ professional with more than 25 years of experience helping individuals and families gain financial clarity and confidence through personalized, goal-based planning. Throughout his career, he has focused on building trusted relationships and delivering advice that aligns with each client's unique goals, values and vision for the future. As Senior Manager of Advanced Planning, Bob leads JFG's Financial Planning team, supporting the development of planners and helping advance the firm's commitment to exceptional advice and client experience. He is passionate about simplifying complex financial decisions, fostering professional growth and empowering both clients and advisors to make informed decisions with confidence.

• Jamie Wolf VP Private Banking

  As Vice President, Private Banking, Jamie builds relationships with clients while focusing on their complete financial picture. Additionally, she collaborates with fellow business partners to provide financial solutions to meet an individual’s unique needs. She takes pride in being a trusted advisor to her clients, offering a personalized level of service to ensure that a client is on the path to building financial success.

• Pam Stubler, AIF®, CWS® Financial Advisor SVP, Johnson Financial Group Financial Advisors

  As Senior Vice President, Financial Advisor, Pam works with individuals and families to develop personalized, comprehensive plans designed to work towards meeting their current and future financial planning goals and objectives. Additionally, she provides investment solutions that make sense for a client’s specific needs. Through regular reviews, Pam informs clients of any necessary adjustments to keep them on track and strives to ensure a comfortable transition through each phase of their lives.

• Wayne Gieseke Financial Advisor AVP, Johnson Financial Group Financial Advisors

  In 1996, Wayne decided on a career in insurance and investments and promised he would always communicate with his clients in a way that was relatable and easy to understand. It’s a promise Wayne continues to strive for today. Throughout each conversation on portfolio strategy or investment options, Wayne’s goal is to help educate and empower his clients. In his personal and professional relationships, Wayne draws on the lessons he has learned as one of seven siblings raised on a dairy farm in southern Minnesota: approach each business dealing with honesty and sincerity, and have a solid work ethic. He is committed to using the same philosophy when developing long-term strategies for his clients.

• Kyle J. Rossi, CFP®, EA, ChFC®, CDFA®, AIF®, BFA® Financial Advisor VP, Johnson Financial Group Financial Advisors

  As Vice President, Financial Advisor, Kyle uses his extensive knowledge of investments and financial planning to help clients work towards their short- and long-term financial goals. He builds strong relationships with clients while delivering comprehensive, tailored financial solutions to help them succeed.