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Showing 61 to 70 of 298 results for Succession

  • Writing a Story Worth Retelling

    This is part of an ongoing series of articles about estate planning and succession planning, written by Joe Maier, JD, CPA, Senior Vice President, Director of Wealth Strategy

  • Divesting Your Business

    If you're considering divesting your business, you need a knowledgable partner who can help you understand your options and put together the right strategy to ensure a successful divestiture. 

  • Wealth Strategy

    Develop a strategy that tells your story – a story designed to care for the people you love. A story that uses your income and assets to create a legacy. A story that, when it comes to life, has the potential to maximize your happiness.

  • Matt Haas VP Commercial Banking Relationship Manager

    As Vice President Commercial Banking Relationship Manager, Matt is dedicated to delivering exceptional service to businesses across Wisconsin. He focuses on developing and maintaining long-term, meaningful relationships with closely held businesses. Matt takes time to understand each client’s business, specializing in developing customized solutions to meet their comprehensive financial needs. He has experience working with a variety of industries, including manufacturing, real estate, healthcare, distribution, logistics, transportation, service and others. He has provided financing for business expansions, acquisitions, equipment and working capital.

  • Laurie Olson SVP Commercial Banking

    As Senior Vice President, Commercial Banking, Laurie serves as a trusted financial services partner for commercial clients. She works with the treasury management, wealth management, and leasing teams at Johnson Financial Group to help clients with their overall financial picture. Using a responsive, high touch approach for every client need, Laurie takes time to truly get to know her clients on both a business and personal level.

  • Scott Cooney SVP Director of Commercial Banking

    As Senior Vice President, Director of Commercial Banking, Scott is responsible for leading the strategy and execution of the company’s commercial banking business across all markets. With a strong focus on middle market relationships, he is passionate about helping business owners achieve their goals. Scott takes the time to truly understand a client’s business in order to provide the best possible customized financial solutions to meet their needs.

  • Jason Saffert VP Commercial Banking

    As Vice President, Commercial Banking, Jason develops long-term, meaningful relationships with clients in Rice Lake and the surrounding communities. As a business owner himself, Jason understands the unique challenges his clients face. He enjoys connecting with business owners on their needs, aspirations, and long-term goals. Using his broad knowledge of commercial and agricultural banking, Jason serves as a strategic business partner providing tailored solutions to help clients grow and sustain their business.

  • Alexis Wolff Vice President, Commercial Banking Relationship Manager

    As a VP Commercial Banking Relationship Manager, Alexis is responsible for maintaining and developing relationships with new and existing commercial clients. She works with clients to understand their unique banking needs and bring solutions that are tailored to their current and future needs. Alexis partners with experienced individuals across the bank to offer comprehensive solutions and financial tools to help businesses succeed.

  • David Dauchy, CFA® Senior Vice President – Senior Portfolio Manager

    As Senior Vice President – Senior Portfolio Manager, David oversees the management of assets for investors. David adopts a consultative and collaborative approach, viewing each situation as a unique problem that requires a tailored solution for every client. He excels at simplifying complex issues, ensuring that clients can easily comprehend and navigate through them. Additionally, David effectively communicates the investment approach to his clients and provides guidance during challenging market and economic conditions.

  • Karla Losey, CFP®, CWS® VP Wealth Advisor

    As Vice President Wealth Advisor, Karla dedicates herself to understanding the personal and professional aspirations of her clients. Drawing on her extensive background in banking, which spans from lending to business banking, she crafts tailored financial strategies to help her clients reach their goals. Karla is deeply committed to building strong, lasting relationships by actively listening and working closely with her clients to ensure their financial plans align with their unique needs and objectives.
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