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Showing 81 to 90 of 298 results for Succession

  • Becoming a Business Owner

    Becoming a business owner is an opportunity of a lifetime that can bring great success, or many challenges. Find out how Johnson Financial Group can partner with you to make success a reality.

  • Becoming a Business Owner

    Becoming a business owner is an opportunity of a lifetime that can bring great success, or many challenges. Find out how Johnson Financial Group can partner with you to make success a reality.

  • Navigating Behavioral Investing: The Key to Financial Success

    Wondering how to make good decisions when it comes to investing amidst the daily barrage of negative news affecting the market? In this episode of Your Money. Your Mission., Kelly speaks with Joe Maier, Director of Wealth Strategy at Johnson Financial Group, to tackle the challenges of investing during turbulent market conditions. 

  • Starting Out

    Making smart financial decisions early on can set you up for success later in life. We're here to help you get started.

  • What Are Your Financial Priorities?

    No matter your situation, your financial success requires careful planning and professional guidance. Together, we’ll create a plan as unique as you. Download the checklist to start understanding and prioritizing what is most important to you. 

  • New Year Financial Planning: Key Strategies for 2026 Success

    In this episode of Your Money. Your Mission., learn the new year financial planning tips to help you achieve your goals.

  • Angela Walton AVP Business Banking

    As Assistant Vice President, Business Banking, Angela partners with a team of financial professionals dedicated to providing exceptional service for businesses and families throughout her community. She follows a relationship-driven and consultative approach that’s focused on understanding her client’s goals and connecting them with the right products and solutions. Angela values building trusted relationships and providing thoughtful guidance that supports her client’s long-term success.

  • 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.

  • Joe Maier, JD, CPA SVP Director Wealth Strategy

    As Senior Vice President, Director of Wealth Strategy, Joe is knowledgeable in helping clients with their business succession, financial and estate planning, and post-death administration needs. He has a breadth of experience serving family businesses and a deep understanding of wealth transfer strategies. Along with strong leadership and collaboration in corporate and private law practice environments, Joe is well-versed in working with family offices, business owners, and corporate executives to help them meet their wealth and legacy planning goals.

  • Heidi Rollin Private Banking Officer

    As a Private Banking Officer, Heidi builds meaningful connections with her clients by understanding their unique financial stories and goals. Heidi excels in navigating complex financial situations, always striving to exceed client expectations. Her approach is both thorough and empathetic, ensuring her clients feel supported and valued every step of the way.
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