Invest smarter. Build a plan. Leave a lasting legacy.
Whether you're looking to invest your money, build a financial plan or attract and retain quality employees, our advisors can help you and/or your organization with variety of investment solutions.
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Our dedicated team of advisors will collaborate with you to understand your personal story and develop a roadmap for our wealth management journey together. When the time comes to start our journey, we will use this roadmap as a guide and assist you in adopting one or more distinct asset allocation strategies along the way.
Who We Serve
Private Clients
Whether you’re saving for retirement, looking for lifetime income, or are interested in multi-generational planning, we have you covered.
Employer Sponsored Plans
Johnson Financial Group 401(k) is a professionally-managed, cost effective employer-sponsored retirement plan solution that you and your participants will love.
Financial Insights
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INVESTMENT COMMENTARY -
YOUR FINANCIAL LIFEBuilding a Legacy
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YOUR FINANCIAL LIFERoth IRA Conversions: What to know and how to use them
We Can Also Help You With
Retirement & Financial Planning
Developing a sound financial plan is essential to achieving your long-term retirement goals.
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Estate Planning
An estate plan is simply a strategy to take care of the people you care about – including yourself.
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Long-Term. Short-Term. Choose Your Term.
Earn more with a special Certificate of Deposit (CD) rate and choose a term to best fit your financial goals. Now is the perfect time to boost your savings for all of life's biggest moments.
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Relocating, Refinancing, Building or Buying a Home?
When you are ready to get started, our mortgage loan officers will guide you through the financing process to find the perfect mortgage for you. Plus, you'll receive discounted rates for having a relationship with us.
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Every Dream Needs a Blueprint
Maybe you’re considering a home improvement, a new vehicle or want to consolidate debt. Whatever your project or plans, we can help you achieve them using the equity in your home.
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Retirement Plan Services
Become an employer of choice with a retirement plan tailored to fit your organization's overall benefits program, combining world‐class open architecture investment options with local personal service and effortless administration.
LEARN MOREMeet Our Team
Mark Scheffler
SVP Wealth Senior Advisor
AIF®
Grace Anderson
VP Wealth Advisor
AIF®
Wendy Hoeft
VP Wealth Advisor
AIF®
Samantha Kolb
AVP RPS Account Manager
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Find a Location
Our lobbies are available for your walk-in financial needs. Lobbies will be open Monday - Friday and for select offices, Saturday by appointment.
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Find an Advisor
No matter your goals, our experienced advisors work closely with you to build the right path to success.
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