Newsroom

Women of Distinction 2024: Johnson Financial Group

Discover more about Milwaukee Magazine's Women of Distinction 2024, highlighting several of Johnson Financial Group's women leaders, including Evamarie Schoenborn, Alexis Wolff, Marlene Castillo and Jackie Ruppel.

Johnson Financial Group Breaks ground

Learn more as Johnson Financial Group breaks ground on the new branch in Sun Prairie, WI. 

Dominic Ceci: Three preelection topics for Wisconsin investors

Learn more as Johnson Financial Group's CIO Dominic Ceci shares why focusing on long-term goals and trends is crucial during election time.

4 Reasons Why Retirees Should Still Be Checking Their Credit Report

Learn more as Johnson Financial Group's Anita Rasch is featured in AARP, discussing why it's critical for retirees to continue to check their credit reports.

C-Suite Stars: Here are the Milwaukee Business Journal's top finance executives for 2024

Learn more as Johnson Financial Group's Chief Financial Officer, Mark Behrens is highlighted as one of Milwaukee Business Journal's top finance executives.

Johnson Financial Economist on the Election and the Economy

Learn more as CIO, Dominic Ceci, explains why presidential elections have little long-term impact on investments, discusses the current 'bifurcated' economy, and shares his optimistic outlook on the stock market.

Johnson's Ceci sees normalized earnings leading to a sideways market

Dominic Ceci, Chief Investment Officer, warns that the stock market's rapid gains are unlikely to continue indefinitely, suggesting a potential sideways or slightly down period in the coming year. Learn more here. 

Most Corporate Charitable Contributors in Wisconsin, JFG Ranks #16

Johnson Financial Group is proud to be recognized by Milwaukee Business Journal as a top corporate charitable contributor in Wisconsin. The list is ranked by total contributions to Wisconsin charitable organizations in 2023.

Deloitte ranks Wisconsin's 75 largest privately-held companies by revenue

Learn more as Johnson Financial Group is acknowledged in Deloitte's list of Wisconsin's top 75 largest privately-held companies.

Retirees, It’s Time to Give Yourself a Raise. How to Keep the Cash Flowing for Decades.

Discover why a 5% withdrawal rate is now considered "safe" for retirement savings with insights from Johnson Financial Group's Eric Trousil.

Notable Women in Wealth Management: Kelly Mould

Learn more about Kelly Mould, SVP at Johnson Financial Group, as she hosts the "Your Money. Your Mission" podcast and focuses on financial education for women and families, leveraging her law degree and expertise as a certified wealth strategist.

Coolest Thing Made in Wisconsin contest now open

Learn more about the Wisconsin Manufacturers & Commerce, as they have launched the ninth annual Coolest Thing Made in Wisconsin competition.

Shaping the future of wealth management with empathy and vision

Learn more about Evamarie Schoenborn, President of Wealth Management at Johnson Financial Group, as she excels in her role by focusing on empathetic, client-centered financial strategies, backed by over two decades of industry experience and a strong commitment to community service.

Life's financial milestones; expert shares formula to navigate challenges

Johnson Financial Group's Joe Maier, SVP Director of Wealth Strategy, give his insights about navigating financial milestones to Fox 6 News Milwaukee. 

What Is the Average Retirement Savings for Gen X?

Johnson Financial Group's Joe Maier, SVP Director of Wealth Strategy, give his insights about the retirement savings data for the Gen X generation.

Johnson Financial Group's CIO, Tim Brown, Nominated for Prestigious ORBIE Award

Congratulations again to Johnson Financial Group's CIO, Tim Brown, nominated as a finalist for the prestigious ORBIE Award. This recognition is a testament to his exceptional leadership, innovation, and vision—qualities that inspire and propel us toward excellence

Why one 69-year-old woman initiated a 'gray divorce'

Mary, 69, initiated a 'gray divorce' due to growing political differences with her husband. Despite financial risks and social stigma, she prioritized her happiness. Now separated, she faces decisions about asset division and future living arrangements while rediscovering her passion for writing. Read her inspiring story.

Johnson Wealth appoints former U.S. Bank exec as its president

Johnson Financial Group announced today the appointment of Evamarie Schoenborn to lead Johnson Wealth, Inc. as President.

The Power of Money with Kyle George

Tune in to hear Kyle George, CFP, Wealth Advisor, on the Money Alignment Podcast. In this episode, Kyle covers how to make wise financial choices, ways to begin investing, and the importance of establishing the right framework.

Johnson Financial Group Expands Wealth Management Team with David Dauchy and Brad Mazola

Johnson Financial Group is pleased to announce the addition of two highly experienced Senior Vice Presidents, David Dauchy and Brad Mazola, to its $10B Wealth Management division in Milwaukee.

Divorce rates among baby boomers are soaring, putting women’s financial security at risk

SVP Wealth Fiduciary Advisor, Kelly Mould, shares her insights on navigating through a grey divorce.

The Latest Tech Trends in Financial Services with Tim Brown, CIO at Johnson Financial Group

Listen in on CIO, Tim Brown's impactful discussion on balancing insights and innovation with trust, leveraging technology to enhance customer experience, and embracing the latest trends in Financial Services, like AI, responsibly.

Johnson's Ceci: Hard landing potential rises until rates start falling

Johnson Financial Group's CIO, Dominic Ceci, joins Chuck Jaffe on the Money Life podcast. In the show, Dominic discusses inflation, interest rates and a possible downturn in the market. Tune in today! 

Peter Speca Joins Johnson Financial Group

Johnson Financial Group recently appointed Peter Speca as Senior Vice President of Public Sector Banking. In this strategic role, Mr. Speca will spearhead the launch and development of the Public Sector Banking Business line.

When Retirees Give Away Too Much Money

Certain retirees give away too much of their savings, advisors lament. Others cling to their wealth more than necessary. Both can be a problem. What should advisors do to help their retiree clients achieve a happy medium?

$10bn shop's top gatekeeper gets ‘interesting’ with fixed income

After more than a decade doing actuarial work, Director of Investment Research, Kent Demien was looking for a change, and the refreshing unpredictability of finance caught his eye. Read more as he shares his insights on fixed income research. 

After ‘rock fight’ in 2023, banks see businesses taking wait-and-see approach

As 2023 was a "rock fight" for Wisconsin banks, Johnson Financial Group's CEO, Jim Popp, along with other Wisconsin bank executives, shares his insights on what banks anticipate from businesses in 2024.

What does your spouse want in retirement? 6 questions to ask.

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 preretirement phase as smoothly as possible.

When Retirees Give Away Too Much Money

Certain retirees can give away too much of their savings, and others just the opposite. Learn more as Johnson Financial Group's Joe Maier, Director of Wealth Strategy, gives his insights on how to achieve a well-rounded approach to your retirement finances.

Johnson Financial Group: Expands presence in Madison new West Towne location

Johnson Financial Group is hosting a construction renovation event as they announce expansion plans in Madison with the opening of their new full-service West Towne office, located at 448 S Gammon Road.

Johnson Financial Group Shares Tips for Buying a Home in 2024

It’s easy to get overwhelmed by the housing market. Tammy Klemmer, VP – senior mortgage loan officer at Johnson Financial Group, discusses her advice for potential buyers.

Advisors Urge Caution On Penalty-Free IRA, 401(k) Early Withdrawals

Johnson Financial Group's Anisa Dunn, Senior Vice President, gives her insights about withdrawing money from accounts such as IRA's and 401(k)s before the age of 59 ^1/2 . 

Donations of nearly $70K pour in following tool theft from Waukesha Habitat for Humanity

Just days following a theft that left a Habitat for Humanity housing site without critical tools to continue, donors and supporters have contributed nearly $70,000 worth of replacement equipment and funds.

Dominic Ceci appointed Chief Investment Officer for Johnson Financial Group

Johnson Financial appoints Dominic Ceci as Chief Investment Officer . As CIO, Ceci will lead the investment committee while also overseeing the firm’s investment decision-making and trading operations. 

Associated Bank, Johnson Financial partner to provide funding for affordable-housing project in Madison

Johnson Financial and Associated Bank partner to provide funding for affordable-housing project in Madison. 

Understanding Interest Rates and Unlocking Financial Power

Johnson Financial Group's Annette Hellmer, SVP Wealth Regional Manager gives insights on understanding interest rates and tips to unlocking your financial power. 

Benjamin Pavlik, Top Corporate Counsel

Johnson Financial Group's Ben Pavlik, SVP Chief Legal Counsel is awarded Top Corporate Counsel by Milwaukee Business Journal. 

Your Guide to Women’s Wealth Management

MilwaukeeMag.com asked four local experts to share their best advice for women looking to get a handle on their finances.

Tim Sheehy appointed to Board of Directors

Jim Popp, CEO of Johnson Financial Group, is pleased to announce the election of Timothy R. Sheehy to the Board of Directors for Johnson Financial Group, led by Chairman of the Board, Helen Johnson Leipold.

WMC, Johnson Financial Group: Announce 2023 Coolest Thing Made in Wisconsin

Wisconsin Manufacturers & Commerce (WMC) – the combined state chamber and manufacturers’ association – partnered with Johnson Financial Group to announce this year’s Coolest Thing Made in Wisconsin: the Bevi Bottleless Water Dispenser, manufactured by Plexus Corp.

Johnson Financial Group ready to serve Lake Country community

Johnson Financial Group held a grand opening for a new Delafield office on Oct. 6

Corporate Charitable Contributors in Wisconsin

Johnson Financial Group is proud to be recognized by Milwaukee Business Journal as a top corporate charitable contributor in Wisconsin. The list is ranked by total contributions to Wisconsin charitable organizations in 2022.

Preparing Clients For The Risk Of Cognitive Decline

Johnson Financial Group's Kelly Mould, SVP Wealth Fiduciary Advisor provides her insights on how advisors should prepare clients for the possibility of cognitive decline.

Johnson Financial Group Announces Plans to Acquire The Appleton Group

Johnson Financial Group announced they have signed an agreement to acquire The Appleton Group, a registered investment advisor with $210 million in assets under management based in Appleton, Wisconsin at the end of the month.

How Big A Gamble Is Monte Carlo For Advisors?

Johnson Financial Group's Joe Maier, Director of Wealth Strategy gives his insights about the popular Monte Carlo simulations and what it means for the future. 

Married … With Finances

Johnson Financial Group's Bob Schneider, SVP Director of Financial Planning gives his insights of couple finances to Financial Advisor. 

Johnson Financial Group CEO discusses branch strategy with one set to open and another in the works

Johnson Financial Group's CEO Jim Popp discusses branch strategy with a new branch set to open soon and another branch coming soon. 

Squire to retire after nearly two decades as Johnson Bank regional president

Johnson Financial Group's Regional Bank President Larry Squire is retiring after nearly two decades of serving his community. 

Bringing a Personal Touch to Digital Banking

Johnson Financial Group's CEO Jim Popp, discusses the importance of providing customers with a personal touch while navigating the complex and rapidly evolving financial services landscape.

At This Rate: Financial Institutions Dealing with Higher Interest Rates and Lower Loan Demand

Johnson Financial Group's CEO Jim Popp, gives his perspective on regional banks navigating the new market landscape. 

Table of Experts: Reading the tea leaves

Johnson Financial Group's Joe Maier gives his insights on how business owners and individuals can secure their legacy in uncertain times. 

Checking in on Wisconsin banks

Johnson Financial Group's CEO Jim Popp, gives his insights amid industry turmoil. 

Beyond Lip Service In DEI

Johnson Financial Group's Chief Human Resource Officer, Denise Domian, gives her insights on what it means for financial intuitions to be DEI inclusive. 

Johnson Financial Group to sell its insurance business to Boston firm

Racine-based Johnson Financial Group plans to sell Johnson Insurance Services to Boston-based Risk Strategies, a specialty insurance brokerage and risk management consulting firm.

Johnson Financial Group plans new branches, including in West Milwaukee

Johnson Financial Group is planning to build a 4,500-square-foot retail branch at 4319 W. National Ave. in West Milwaukee.

New Johnson Financial Group Branch Planned In West Milwaukee and Delafield

Johnson Financial Group is planning to build a 4,500-square-foot retail branch at 4319 W. National Ave. in West Milwaukee.

Johnson Wealth Fixed Income Tilts at Emerging Markets Debt, Mortgage Backed Securities

Ron Alberts, Director of Fixed Income Strategies, was recently featured in With Intelligence to provide his perspective on opportunities to prioritize emerging markets debt and mortgage backed securities.

Your Financial Foundation with Al Araque on the Lifeblood Podcast

Johnson Financial Group's Al Araque, SVP and Director of Consumer, Private and Small Business Banking, talks about setting a strong financial foundation, cutting through complexity and getting people simple answers to difficult questions, meeting people where they are, the value of a long-term perspective, and how to have your desired impact.

Unexpected health insurance surprise possible when pandemic insurance programs expire

Thom Mangan explains why employers could be shocked to discover that health insurance costs will grow as employees who took advantage of state health insurance programs, which were expanded due to the COVID-19 pandemic, will no longer qualify for those benefits after April 1.

Bond investors: Be a Prudent Pig, not a Yield Hog

Johnson Financial Group's Brian Schaefer discusses the current state of the markets for those inclined to focus on income and total returns. 

Women Insurance Pros on Balance, Community and the Future

Johnson Financial Group's President of Insurance, Joanne Szymaszek, discusses the positive things she sees happening for women in the insurance industry.

Financial Planning For Couples Who Totally Disagree

Money is said to be one of the top causes of marital distress. The disagreements it causes can go beyond day-to-day spending for cars, clothes and other creature comforts. Conflicting attitudes toward budgeting, savings, investing or even how to spend retirement money can scuttle the best-laid financial plans.

How To Help Clients Who Own Businesses in Declining Industries

Joe Maier discusses what to do when a client is in a declining industry. 

Johnson Financial Group presents 'Lightfield' coming to Cathedral Square Park

"Lightfield" presented by Johnson Financial Group will transform Cathedral Square park from January 19, 2023 to May 5, 2023. 

Wisconsin's Firms Top Human Rights Campaign's Best LGBTQ Workplaces Survey

Becky Crowley discusses the steps Johnson Financial Group has taken to get to a perfect score on LGBTQ Workplaces Survey. 

Financial advice is the midlife job that women want – but don’t know exists

When Kelly Mould left a corporate customer service management job in her 40s to earn a law degree, she never envisioned that she’d end up at age 50 as senior vice president and wealth sales team lead at Johnson Financial Group.

Expert Insight for Beginner Rental Property Investors

Pat Lawton shares his insights for beginner rental property investors in an interview by MoneyGeek.com. 

Coolest thing made in Wisconsin announced by WMC and Johnson Financial Group

Wisconsin Manufacturers & Commerce (WMC) – the combined state chamber and manufacturers’ association – partnered with Johnson Financial Group to announce this year’s Coolest Thing Made in Wisconsin on Wednesday at WMC’s annual Business Day in Madison event.

Corporate Charitable Contributors in Wisconsin

Johnson Financial Group is proud to be recognized by Milwaukee Business Journal as a top corporate charitable contributor in Wisconsin. The list is ranked by total contributions to Wisconsin charitable organizations in 2021.

'Coolest Thing Made in Wis.' voting begins

Voting officially kicked off on Monday in the seventh annual contest sponsored by Wisconsin Manufacturers & Commerce (WMC) and Johnson Financial Group.

Johnson Financial Group and Habitat for Humanity Kenosha work together to help homeowners

Johnson Financial Group and Habitat for Humanity have partnered together to help homeowners.

We have a responsibility to be solution providers for our customers

Jim Popp, president & CEO of Johnson Financial Group discusses his favorite success story, what failure he has learned the most from, what he believes is the most important responsibility to our customers and more with an interview with the BizTimes.

Being a leader is a team sport

Denise Domian, Chief Human Resources Officer of Johnson Financial Group discusses leadership through a team approach. "In order for positive culture, diversity, equity, and inclusion to be more than just another initiative, you must engage the entire company. Engaging associates who have the same passion to create positive culture reaps rewards for everyone."

Jason Herried Joins Chuck Jaffe on Money Life

Jason Herried, director of equity strategies at Johnson Financial Group, talks about investing in mutual funds and ETFs and balancing long-term portfolio plans with shorter-term market opportunities.

Have questions about "Gray Divorce"? Attorney Kelly Mould, CRP® can help.

Do you have questions about “Gray Divorce?” Join us for today’s episode of Margaritas with Marguerita Cheng, CFP® Pro and find answers from Kelly Mould, senior VP and Wealth Sales Team Lead, Johnson Financial Group.

Jazz in the Park Is Back Thursday Nights Starting July 21

From well-known jazz acts to up-and-coming stars, Jazz in the Park, newly presented by Johnson Financial Group, is back and has something for everyone to enjoy starting Thursday, July 21 at 5 p.m. Throughout the summer on Thursday nights at Cathedral Square Park, a feature band will be playing, running through September 29. There will be a great balance of entertainment for everyone to enjoy.

People in Business - Al Araque

Alvaro Araque, director of consumer and private banking at Johnson Financial Group, will serve as the 2022–2023 vice chair of the Wisconsin Bankers Association (WBA) Board of Directors, Madison.

2022 Housing Market Overview: Everything You Need to Know

In the ever-changing housing market, it’s hard to stay up to date on the latest news. Not to mention, getting accurate information from a credible source is a whole ‘nother ball game. That’s why GoGedders brought in financial expert Steve Greiff, Senior Vice President and Director of Mortgage at Johnson Financial Group, to give us the lowdown.

"Give Back More Than You Take"

As head of Johnson Outdoors and chair of Johnson Financial Group, Helen Johnson-Leipold is the fifth-generation - and first female - family leader of one of the most prominent business empires in Wisconsin. In an exclusive interview with the BizTimes, she reflected on how those values have shaped her own views and decisions on innovation, talent attraction and the next generation of workers.

A Brief History of Economic Crises, Crashes and Recoveries

Johnson Financial Group's Annette Hellmer discusses the short-term negative impact on the economy triggered by the failure of many savings an loan institutions in the 1981-82 recession. 

Kelly Mould and Kate Trudell Earn State Bar Award for Outstanding Service

Kelly Mould and Kate Trudell are recipients of the Charles Dunn Wisconsin Lawyer Author Award.

JFG Supports Affordable Housing through FHLBank Chicago

FHLBank Chicago is pleased to connect with Johnson Financial Group and Rawhide Youth Services, to learn about The Starr Youth Home. This newly constructed, 10,000 square-foot home will be specifically designed to increase safety, convenience, and much needed capacity to serve at-risk boys who suffer from severe trauma and abuse. $240,000 will be utilized to build a single site residential facility containing 16 total units.

Helen Johnson-Leipold shares business tips for success at Marquette speaker series

Helen Johnson-Leipold was Tuesday night’s keynote speaker during Marquette University’s 2022 June and Herman Loebl Women Business Leaders Speaker Series. Johnson-Leipold is the chairman and CEO of Racine-based Johnson Outdoors Inc., chairman of Johnson Financial Group, and chairman of The Johnson Foundation at Wingspread.

Notable Commercial Banking Leaders: Thomas Moore

As the commercial banking manager in the southeast Wisconsin region for Johnson Financial Group, Thomas Moore has played an instrumental role in the overall success of the regional team, said Kyle Vitkus, vice president of commercial banking.

Notable Commercial Banking Leaders: Viktor Gottlieb

With more than 30 years in the financial industry, Viktor Gottlieb brings a unique background to Johnson Financial Group and the clients his team serves, said Scott Cooney, senior vice president, senior commercial banking at Johnson Financial Group.

Johnson Financial Group partners with Racine Habitat for Humanity to service mortgages at no cost

Johnson Financial Group will partner with Racine Habitat for Humanit yand service  mortgages at no cost starting on April 1, 2022.

Upcoming Lineup Of Broadway Shows Announced At Marcus Performing Arts Center

Marcus Performing Arts Center (MPAC), Johnson Financial Group, and Broadway Across America are proud to announce the 2022-23 Broadway at the Marcus Center season, along with the new MPAC Presents series for 2022-23.

See the Milwaukee Business Journal's 2022 Real Estate Award winners

Johnson Financial Group’s Cathedral Place branch is among the winners of the Milwaukee Business Journal's 2022 Real Estate Awards. 

Joe Maier “Employers are going to have to rethink their practices”

Johnson Financial Group’s Joe Maier joined a recent episode of the GoGedders podcast to discuss how managing your investments–and emotions–amidst a volatile market can be stressful. Joe breaks down the consequences of making financial decisions solely based on emotion. He also discusses the psychology of loss aversion, regret aversion, and herd mentality and how these all factor into the decisions we make regarding our investments. Knowing how the brain works and how it affects your behavior can better equip you to handle your investments in a volatile market. Listen to Joe’s full interview.

Emotional Investments: Why They Happen and How to Avoid Them

Johnson Financial Group’s Joe Maier joined a recent episode of the GoGedders podcast to discuss how managing your investments–and emotions–amidst a volatile market can be stressful. Joe breaks down the consequences of making financial decisions solely based on emotion. He also discusses the psychology of loss aversion, regret aversion, and herd mentality and how these all factor into the decisions we make regarding our investments. Knowing how the brain works and how it affects your behavior can better equip you to handle your investments in a volatile market. Listen to Joe’s full interview.

Investors are a growing force in the residential real estate market, but how should sellers evaluate these offers? Here’s what you should know.

Bob Schneider discusses the most important factor for sorting out an investor offer is understanding your own goals for the sale.

Inflation advice for younger colleagues

Annette Hellmer discusses the differences that exist today versus prior eras of inflation and why we think that inflation will moderate.

Amber Krogman: 40 Under 40

Johnson Financial Group's Amber Krogman is recognized as a 40 Under 40 winner for In Business Madison Magazine.

Rising Stars in Wealth Management: Bob Schneider

Bob Schneider has been recognized as a Rising Star in Wealth Management by Biz Times in Milwaukee. 

Should You Sell Your House to an Investment Company?

Bob Schneider, director of financial planning for Johnson Financial Group discusses whether or not selling your house to an investment company is the right decision. Selling to a private investor can offer a smooth and efficient route to your next house—but only if you have a firm understanding of the price of convenience.

Evoking change within the Milwaukee community with Johnson Financial Group's Jim Popp

Jim Popp, President and CEO of Johnson Financial Group speaks with Richie about their big move to a new office space overlooking Cathedral Square, what their future of FinTech looks like, leadership lessons, the city of Milwaukee, talent attraction and what they’re doing to give back to their community.

A Shift in the Tech Landscape

Ron Lehmann, Director of Retirement Plan Services, was featured in Plan Adviser to discuss the essential role of cybersecurity and the changing tech landscape.

Evoking change within the Milwaukee community with Jim Popp, CEO of Johnson Financial Group

Jim Popp, President and CEO of Johnson Financial Group speaks with Richie about their big move to a new office space overlooking Cathedral Square, what their future of FinTech looks like, leadership lessons, the city of Milwaukee, talent attraction and what they’re doing to give back to their community.

The Rising Trend Of "Gray Divorce" with Kelly Mould of Johnson Financial Group

Financial experts say they are seeing a new trend in divorces. It’s called “Gray Divorce,” or Seniors, who after decades of marriage, are calling it quits. Host Len Iaquinta discusses the trend with Kelly Mould, Senior Vice President and Wealth Fiduciary Advisor for Johnson Financial Group.

Evoking change within the Milwaukee community with Jim Popp, CEO of Johnson Financial Group

Jim Popp, President and CEO of Johnson Financial Group speaks with Richie about their big move to a new office space overlooking Cathedral Square, what their future of FinTech looks like, leadership lessons, the city of Milwaukee, talent attraction and what they’re doing to give back to their community.

Johnson Financial Group Recognized on Financial Planning's 2021 RIA Leaders List

Johnson Financial Group has been named to Financial Planning’s RIA Leaders 2021 list. The wealth management division of Johnson Financial Group is ranked 36th on the Top 150 Fee-Only RIAs in AUM list.

Find out why these business leaders are 2021 Milwaukee-area power brokers

Johnson Financial Groups President and CEO Jim Popp is named among the executives who are new to the Milwaukee Business Journal's 2021 Power Brokers list.

Thoughts for business executives on future-proofing a business

Tim Brown, chief information officer at Johnson Financial Group, discusses "future-proofing" a business - though that may not mean quite what you'd expect. 

Jim Popp Joins Fox 6 to Announce the Milwaukee Holiday Light Festival

CEO Jim Popp joined Fox 6 to announce the launch of the 23rd annual Milwaukee Holiday Lights Festival presented by Johnson Financial Group. Watch Jim's interview here.

Milwaukee’s Holiday Lights Festival Kicks Off This Week!

Downtown Milwaukee will be illuminated starting Thursday with more than 500,000 lights and dozens of animated displays during the 23rd annual Milwaukee Holiday Lights Festival.

#FreeBritney: When Protections Turn Toxic

According to a 2018 estimate from the National Council on Disability, 1.3 million Americans currently live under the legal protection of a conservatorship or guardianship.1 The media coverage around the Britney Spears conservatorship shines a light on the role of guardians as they execute their fiduciary duties, the purpose of this protection, and the confusion and risks inherent in the legal process.

This articles uses the details of the Spears case to highlight issues relative to guardianship including a review of the similarities and differences that exist in the Wisconsin equivalent, possible alternatives to guardianship, and the newly galvanized effort in some states to explore less restrictive arrangements such as supported decision-making

WisBusiness: the Podcast with Jim Popp, president and CEO of Johnson Financial Group

Jim Popp, President and CEO of Johnson Financial Group, offers his perspective on the state’s economic rebound, and touches on the impact of supply chain issues on businesses in Wisconsin. He says the financial service provider’s customers are “chugging along and doing well” amid the ongoing recovery

WE Energies Customer Spotlight On Energy Efficiency

Johnson Financial Group’s vision for a sustainability program is driven by the value of social responsibility and the desire to reduce costs and pass those savings to customers. A path to environmental consciousness and practice was formed with a commitment to use energy more efficiently.

Johnson Financial Group donates $500,000 to United Way organizations across Wisconsin

Johnson Financial Group announced today their plan to donate $500,000 to United Way partner organizations across Wisconsin. This gift of $500,000 will be in addition to the dollar-for-dollar company match Johnson Financial Group honors for all associate pledges. Matching funds are allocated to local chapters of United Way within Wisconsin.

Madison’s Moving Business Forward Podcast

Each month Magic 98’s Lanette Hansen moderates a discussion with a local business owner and a Johnson Financial Group advisor. They discuss the owner’s business, their evolving financial needs, and gain an understanding of their business and personal goals. This month, dive in and learn more about Kate Reithel and her business, Mosquito Joe of Madison, along with JFG’s Amber Krogman, a Commercial Insurance Consultant.

Thoughts for business executives on return-to-office technology

As chief information officer at Johnson Financial Group, it’s my job to make sure our team members have the technology they need to serve our customers. Like many of you, we’ve given a great deal of attention to how to do that best throughout the pandemic. The other big need is to take stock and plan for return-to-office scenarios. In this article, I’ll share three basic principles we are embracing at Johnson Financial Group. You may find them helpful for your business as well.

First look: Johnson Financial Group's new Downtown offices and branch

Racine-based Johnson Financial Group is trading its vintage classic home in Milwaukee for a much newer, sleeker model.

Johnson Financial Group Shows Off High-Rise Office

Racine company aims to make a statement in Milwaukee with Cathedral Place offices.

Six Tips for Developing a Business Plan for Uncertain Financial Times

Lawyers should have a business plan and contingency financing in place to weather uncertain financial times that cannot be addressed with conventional strategic planning. State Bar of Wisconsin Law Practice Assistance Manager Christopher C. Shattuck and Courtney Searles, senior vice president and private banking regional manager for Johnson Financial Group, discuss best practices for business planning.

Is Bitcoin Here to Stay? An Assessment of Opportunities and Risk

The Bitcoin network is a digital creation established by a pseudonymous individual or group, whose ambition was to establish a medium of exchange beyond the control of any single entity or government. From this concept the Bitcoin network was born, a software protocol of interconnected computers operating together to facilitate activity on the network and maintain a permanent public record of transactions.

You may have a ‘huge edge over high-powered investors,’ says investing risk expert: Here’s why

Professional investors constantly think about short-term threats to their portfolios, assessing not only each investment they hold, but also how macroeconomic factors, such as growth in global economies and policies set by central banks, could affect returns. That’s because when things do head south, the pros must act — or at least explain to their clients why they didn’t.

Executive Insights with Jim Popp

Kira Lafond, Milwaukee Business Journal Publisher is joined by Jim Popp, President & CEO, Johnson Financial Group who lauds the bank’s employee group, and expresses his gratitude for bank’s position as an essential service provider during the pandemic.

CEO Jim Popp Honored as Distinguished Executive

CEO Jim Popp received a special award at the Wisconsin Business Hall of Fame ceremony on June 23. Jim was honored last year as a Distinguished Executive, but the ceremony was postponed due to the pandemic. He was recognized along with other notable figures in an outdoor ceremony at the JA Kohl Center.

Webinar: Cybersecurity Made Simple

On Thuusday, May 21 President & Chief Investment Officer, Brian Andrew and Director of Wealth Strategy, Joe Maier, discussed the potential implications that COVID-19 may have on the economy and your financial plan.

2021 Guide to Wealth Management: A War on Wealth?

The Milwaukee Business Journal recently sat down with experts, including Johnson Financial Group’s Joe Maier, to talk about the various proposals, which are the most likely to pass, how they will impact high-income earners and small business owners, and the things people can be doing now to protect their wealth.

Notable Alumni: Scott Cooney

A commercial banker with 23 years of experience in southeastern Wisconsin, Scott Cooney launched his career in 1998 with a BBA from the University of Wisconsin-Milwaukee. Today, as senior vice president and director, commercial banking, Cooney is responsible for leading the strategy and execution of Johnson Financial Group’s commercial banking business across all markets.

Jason Herried Joins Chuck Jaffe on Money Life Market Call

Jason Herried, SVP Director of Equity Strategies, joined Chuck Jaffe on Money Life - a daily financial talk show focusing on investing, handling, managing, planning for and protecting your money. Listen here.

Top Workplaces 2021: Q&A with three CEOs who were recognized for their leadership during a challenging year

Three executives were recognized with a special award for leadership in the 2021 Southeastern Wisconsin Top Workplaces. This year the winners for leadership are: Jim Popp, CEO of Johnson Financial Group, recognized for large employers, Susan Lovern, von Briesen & Roper s.c for midsize companies and John T. Thomas of Physicians Realty Trust in the small category.

How will Biden's new tax plan affect you?

With mortgage rates being so low, it may be the best time to find that new home-- if you're up to the challenge of battling other interested buyers in the competitive market. On the latest episode of The GoGedders Podcast, we talk about the crazy Milwaukee housing market with some of our local experts.

American Jobs Plan: Potential Implications for You and Your Business

Johnson Financial Group’s Melissa Olson and Kelly Mould joined a recent episode of the GoGedders podcast to share their thoughts on how to strengthen your financial picture, decrease your financial stress, and avoid financial pit-falls through different life stages. To learn more about how you can get on the right track to financial freedom, listen to their interview below.

Get on the Right Track to Financial Freedom with Melissa Olson and Kelly Mould of Johnson Financial Group

Johnson Financial Group’s Melissa Olson and Kelly Mould joined a recent episode of the GoGedders podcast to share their thoughts on how to strengthen your financial picture, decrease your financial stress, and avoid financial pit-falls through different life stages. To learn more about how you can get on the right track to financial freedom, listen to their interview below.

Greater Madison area Top Workplaces 2021

With mortgage rates being so low, it may be the best time to find that new home-- if you're up to the challenge of battling other interested buyers in the competitive market. On the latest episode of The GoGedders Podcast, we talk about the crazy Milwaukee housing market with some of our local experts.

The Crazy Housing Market: Buy, Sell or stay on the sidelines? With Jonathan Newby, Cameron Whyte and Tony Petrie

With mortgage rates being so low, it may be the best time to find that new home-- if you're up to the challenge of battling other interested buyers in the competitive market. On the latest episode of The GoGedders Podcast, we talk about the crazy Milwaukee housing market with some of our local experts.

UPAF Ride for the Arts series will take place over three June weekends

UPAF's annual fundraiser Ride for the Arts will be held over three weekends in order to employ social distancing practices recommended during the pandemic.

Milwaukee-area banks prep for next round of Paycheck Protection Program

Milwaukee-area banks have started to prepare for the imminent return of the Paycheck Protection Program. President Donald Trump’s signature on a Covid-19 stimulus package means the Small Business Administration will have another $284.45 billion to disburse as forgivable loans. The program was the federal government’s main offer of financial support for businesses. Proceeds from the PPP were meant as an incentive for small businesses to keep employees on the payroll.

Financial services industry helped guide businesses through sharp downturn: Banks hustled to meet massive PPP demand

At the onset of the pandemic, many business owners, including Werner, had more questions than answers. Like many other businesses, Carpet Town shut its doors. But it was unknown at the time how long the closure would last. If the business reopened, what would the day-to-day operation look like? If Carpet Town was not approved for a PPP loan, what would happen to the business, its employees and their families?

Johnson Financial Group matches food donations to help feed Wisconsin families

CEO Jim Popp joined Fox News to talk about Johnson Financial Group’s donation and $50,000 match to help feed Wisconsin families.

Johnson Financial Group: To donate $300,000 to help feed Wisconsin families

Johnson Financial Group announced today that it will partner with Feeding America, Second Harvest and Feed My People to feed families across several Wisconsin communities over the holidays. Johnson Financial Group’s gift coincides with the company’s 50th anniversary.

Woman in Leadership: Sharing & Celebrating Women's Stories

Johnson Financial Group's CHRO, Denise Domian, talks about her 20 plus year career leading HR for large companies and the lessons she has learned along the way.

2020 Milwaukee-area power brokers

Wisconsin Center District CEO Marty Brooks, Milwaukee real estate developer Stewart Wangard and community leader Betsy Brenner are among the executives who are new to the Milwaukee Business Journal's 2020 Power Brokers list. Check out the attached slideshow to see the second group of 50 power brokers, who are many of the key movers and shakers in the area's business community.

Dow Surges to Highest Level Since February on Vaccine Results, Biden Win

U.S. stocks jumped to fresh records Monday after progress on a Covid-19 vaccine and Democrat Joe Biden’s electoral victory ushered in a sea change in financial markets, reordering winners and losers.

Johnson Financial Group Named One of Wisconsin's Largest Corporate Charitable Contributors

Johnson Financial Group Named One of Wisconsin's Largest Corporate Charitable Contributors by the Milwaukee Business Journal. 

Don't forget about the "I" in D&I

Denise Domian, Chief Human Resources Officer for Racine, Wisconsin-based Johnson Financial Group, felt her firm had already been making strides in terms of diversity and inclusion. But she also thought they could be doing more. She asked herself, "How do you know you're working on the right things if you don't ask your employees?"

Johnson Financial Group to move Milwaukee offices to Cathedral Place

Johnson Financial Group plans to establish a new flagship office in Milwaukee in the space Husch Blackwell is vacating when it moves to the Huron Building. The Racine-based financial services firm signed a lease at Cathedral Place, 555 E. Wells St., and will consolidate its two downtown Milwaukee locations into one. Joel Lee’s Van Buren Management Inc. developed the building.

Pandemic Uncertainty Leaves Wisconsin Bankers Ready To Reserve

When the coronavirus pandemic took center stage this spring, many banks looked at their loan portfolios and wondered what impact such an unprecedented and unpredictable event was likely to have. 

What's going on in the financial markets right now with Jim Popp of Johnson Financial Group

CEO Jim Popp joined a recent episode of the GoGedders podcast to share his thoughts on financial topics such as stimulus packages, PPP loans, the upcoming November election and the markets. To learn more about what’s happening behind the scenes in the financial industry during Covid-19, listen to Jim’s interview here.

Downside risk is now a pit, not a chasm. Still, underweight stocks & overweight (some) bonds.

As we reflect on the first half of 2020, we are reminded of the fact that the economy and financial markets are not always in sync. While the rapid decline in asset prices during the first quarter was logical to reflect a lower profit outlook and heightened risks, the rapid rebound during the second quarter seems out of step with the economy.

Why You Want To Keep Your Politics Separate From Your Investing

As a financial advisor, there’s a trend I see every year, but it’s especially prevalent during election cycles: people making investment decisions based on their political inclinations.

Johnson Financial Group growing, still hiring on its 50th anniversary year

Talk about humble beginnings.

What was to become the Johnson Financial Group started out 50 years ago as a bank with three employees working in a double-wide trailer.

The company has since grown into a financial services firm that employs 1,200 and offers banking, wealth management and insurance services through its Johnson Bank, Johnson Wealth Inc. and Johnson Insurance Services, LLC.

The COVID Calculation: The current pandemic is upending many investment and estate-planning strategies

Up until March, many people viewed 2020 as potentially being one of the best years ever in terms of their investments. All of that changed with COVID-19.

Pleasant Prairie company gets boost from Paycheck Protection Program

For Ron Schaefer, the Paycheck Protection Program loan was a significant financial boost. “It’s hard to quantify how much we may have lost without it,” he said. “Johnson Bank was on the game right from the start. “It was really important to have a partner like them.”

Banks locally, statewide step up to help businesses obtain $8.3 billion in PPP

Kenosha County banks, and those across Wisconsin, stepped up last month to help 43,400 of the state’s small businesses obtain more than $8.3 billion in federal Small Business Administration Paycheck Protection Program funds.

Johnson Financial Group donates $200K to support United Way, other nonprofits during COVID-19 pandemic

Johnson Financial Group announced Wednesday, May 6 that they will donate $200,000 in their Wisconsin and Arizona markets to support the United Way and other nonprofit organizations responding to the challenges created by COVID-19.

Second round of PPP starts slowly as Milwaukee-area businesses still await loans

Milwaukee-area business owners who missed out on the first round of funding from the Paycheck Protection Program hope to see their applications approved as the second round opened with a rocky start.

Wisconsin lenders ready to shell out hundreds of millions in Paycheck Protection Program loans

Banks and other lenders through the U.S. Small Business Administration have been taking applications to the program since April 3. The Paycheck Protection Program was created through the Coronavirus Aid, Relief and Economic Security Act, a federal stimulus package that aims to address the financial impact of the COVID-19 pandemic.

Planning opportunities under the CARES Act

On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief and Economic Security Act (“CARES” Act). The CARES Act provides approximately $2.2 trillion of economic relief and stimulus designed to help the United States economy and its citizens endure the shutdowns and hardships caused by the coronavirus.

Karla Krehbiel: BizTimes Media’s Notable Women in Commercial Banking

Karla Krehbiel, President, Southeast Region, has more than 37 years of banking experience and has been with Johnson Financial Group for 13 years. She has been named as a notable woman in commerial banking by BizTimes.

Johnson Financial Group adviser honored

With internet-based and computerized systems playing a much larger role in how companies deliver products and services to clients and their customers, Milwaukee-area tech executives are thinking outside the budget to build a solid, tech-driven R&D pipeline that constantly yields and complements new products.

Tech-driven R&D goes beyond the budget. Some Milwaukee execs speak up

With internet-based and computerized systems playing a much larger role in how companies deliver products and services to clients and their customers, Milwaukee-area tech executives are thinking outside the budget to build a solid, tech-driven R&D pipeline that constantly yields and complements new products.

What would cause markets to react after Fed meeting

The bond market may get a boost after the Jan. 29‐30 Federal Open Market Committee meeting, according to observers who expect the panel to provide further signals of a pause in rate increases and a softening of its stance on balance sheet normalization.

Banking official remains confident in local economy's growth

While the southeastern Wisconsin economy has been in a growth mode, future economic and workforce progress may depend upon policymakers who set the tone for expansion and employers who embrace new ways to recruit and retain workers.

Rock County home prices continue to climb

The Rock County housing market continues to experience tighter-than-average inventories, and dips earlier this year in federal interest rates and recent gyrations in the stock market have begun to light the market’s fuse.

The coolest thing made in Wisconsin

The Coolest Thing Made in Wisconsin contest is back for a fourth straight year! Nick Novak and Mark Higgins joined Good Day Wisconsin to explain what the competition is all about. The annual contest is presented by Wisconsin Manufacturers & Commerce (WMC) and Johnson Financial Group.

Dan Defnet named president of Johnson Bank

Dan Defnet has been appointed president of Racine‐based Johnson Bank, Johnson Financial Group president and chief executive officer Jim Popp announced Thursday.

Future Returns: Ignore Politics When Investing

A slide that Brian Andrew, chief investment officer of Johnson Financial Group, likes to use at client presentations about the global economy and investing vividly illustrates how politics can get in the way of clear‐eyed decision making.

Local banker to get Forward Janesville's Lifetime Achievement Award

When Johnson Financial Group regional President Larry Squire moved to Janesville 28 years ago, he came here to do banking—and to run one of his family's pick‐your‐own strawberry farms in Roscoe, Illinois.

Wisconsin Could See Economic Slowdown This Year, Not Recession

The economic growth Wisconsin experienced in 2018 will likely slow down this year, but the state is not headed for a recession in 2019, says Brian Andrew, the chief investment officer with Racine‐based Johnson Financial Group.

When Corporate Bonds Are a Risky Investment

Bond Buyers are told to stay in the shallower end of the yield curve to avoid unnecessary duration risk in a low interest‐rate environment.

Johnson Financial Group becomes Broadway at the Marcus Center title sponsor

Johnson Financial Group signed on as the exclusive title sponsor in a multi‐year deal for the Broadway at the Marcus Center series.

Getting Ready to Exit: What Baby Boomers know and should know about getting their business ready for sale

Thousands of Baby Boomers are inching toward retiring every day and many of them have family or privately‐held businesses they have built and nurtured over the years.

Take Five: Putting some Popp in banking

James Popp, CEO of Johnson Financial Group in Racine, likes to recount how he got into banking after being “fired” by the San Francisco 49ers, the Chicago Bears, and the Houston Oilers [now the Tennessee Titans].

Jim Popp in the News

After almost three decades working at JPMorgan Chase & Co., most recently as market president for Chase Bank in Wisconsin and Minnesota and managing director for Chase Middle Market Banking in Wisconsin, Jim Popp made the move to Racine‐based Johnson Financial Group.

Jason Herried's Take on the 'Booms and Busts' of the Economy

Jason Herried, Director of Equity Strategies, joined Gene Mueller on Wisconsin's Morning News show to provide his perspective on the current state of the economy. Listen to the interview below.

Johnson Insurance creates new 'workplace of choice'

Mount Pleasant, Wis. – When the Olesens of O&H Danish Bakery decided to buy, then redevelop the 2‐acre property next to their flagship store and baking center, that plan eventually became a very good thing for 54 local Johnson Insurance employees.

Paul Ryan lauds Harvard award-winner Helen Johnson-Leipold

House Speaker Paul Ryan described Helen Johnson‐Leipold as someone who plays the long game, looking at the horizon and what makes life better, in running Johnson Outdoors Inc. and Johnson Financial Group.

Business Leader of the Year Helen Johnson-Leipold leads big parts of the Johnson family business

Ask Helen Johnson‐Leipold about success, and she is quick to steer the conversation toward the people who work at the businesses she leads

Johnson Financial investment expert: More growth, low inflation ahead

Even though inflation has accelerated with an improving U.S. economy, it will likely stay under control for some time to come, says Brian Andrew, Johnson Financial Group's chief investment officer.

Foxconn's Balance Sheet Tipped in Mt. Pleasant's Favor

A bit of insight into Foxconn's decision to move some L-C-D production to the US and Mt. Pleasant in particular came at a breakfast briefing in Kenosha Thursday from Johnson Financial's Chief Investment Officer.

JFG honored by Department of Defense

The Employer Support of the Guard and Reserve presented Deb Amann, a Johnson Financial Group, Racine, associate, with a Patriot Award to recognize the support she showed Josh Frazier, a member of the Wisconsin Air National Guard.

The Open Road comes to the Milwaukee Art Museum

This January, visitors to the Milwaukee Art Museum have the opportunity to explore art related to a quintessential American experience—the road trip. The Open Road: Photography and the American Road Trip presents photography of America along its highways and byways, capturing the changing landscape—both figurative and literal—shaped by car culture and the burgeoning tradition of the American road trip.

3 business lessons from the new Johnson Financial Group CEO

Jim Popp shares three lessons from nearly three decades in financial services:

Executive Q&A: Jim Popp takes the helm at Johnson Financial Group

James R. Popp has a new office at the headquarters of Johnson Financial Group in Racine, but don't expect to find him there every workday.

Banking exec Jim Popp named president of Johnson Bank

Longtime Milwaukee banking executive Jim Popp will soon be the new president of Johnson Bank and executive vice president of Johnson Financial Group, Racine‐based Johnson Financial Group said Wednesday.

Banker: Focus on millennials, not president

Business owners and investors concerned about the presidential election's impact on the country's economic growth need to focus their attentions elsewhere.

American Birkebeiner Legacy Lives on with Support from Johnson Bank and Johnson Family Foundation

The history of the American Birkebeiner, North America's largest cross‐country ski race, dates back to 1973 and the support of Johnson Bank (Johnson Financial Group) and the Samuel C. Johnson family has been a cornerstone of the event since the earliest days. It is in that foundational spirit that Johnson Bank and the Johnson Family Foundation continue their support as they aid in preserving the legacy and history of this American treasure with a combined $50,000 donation, $25,000 each respectively, to the recently opened Tony Wise Museum of the American Birkebeiner.

TEMPO Milwaukee

Join us Thursday, January 16 as EVP & Chief Investment Officer, Brian Andrew, speaks about the economic outlook for 2020.