Grace Anderson is a financial advisor at Johnson Wealth Inc. in Green Bay, WI, holding a Series 65 credential with six years of industry experience. She has worked at Johnson Bank and Johnson Wealth Inc. since 2023 and previously spent four years at Appleton Group LLC. Johnson Wealth is an SEC-registered investment adviser and a wholly owned subsidiary of Johnson Financial Group, managing approximately $10.35 billion in client assets for a range of high-net-worth and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and specialized programs, employing a long-term, purpose-driven investment approach centered on asset allocation, model portfolios, and manager selection supported by qualitative and quantitative analysis.

Eric Trousil is a CFA® charterholder with eight years of industry experience, currently serving as a Senior Vice President and Wealth Advisor at Johnson Wealth Inc. and Johnson Bank in Green Bay, WI. Prior to this, he worked at Nicolet Advisory Services, LLC and Nicolet National Bank. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profits, foundations, endowments, and other entities. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies, offering strategies through model portfolios, mutual funds, ETFs, individual securities, and curated private investments for qualified clients.

Anita Resch is a CFP® professional with six years of industry experience. She has worked at Johnson Bank and Johnson Wealth Inc. since 2019 and previously spent twelve years at Nicolet National Bank. She holds the role of Senior Vice President and Wealth Regional Sales Manager at Johnson Bank. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base including high-net-worth individuals, families, trusts, and institutional entities. The firm emphasizes long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering specialized programs such as discretionary management for 401(k) participants like airline pilots.

Nicole Geniesse is a ChFC® credentialed financial advisor with 17 years of industry experience. She has been with Johnson Wealth Inc. since 2016 and holds a concurrent senior vice president role at Johnson Bank, where she has worked since 2014. Her professional focus includes wealth management, and she is licensed to refer certain insurance products when appropriate. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit organizations, foundations, endowments, and other entities. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies, and it offers specialized services such as a discretionary 401(k) management program for airline pilots and curated private investment options for qualified clients.