Johnson Wealth Inc.

Michael Cox is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Johnson Wealth Inc. since 2016 and concurrently serves as Senior Vice President and Wealth Advisor at Johnson Bank since 2012. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base including high-net-worth individuals, families, trusts, not-for-profit organizations, and institutional investors. The firm focuses on long-term, goal-driven asset allocation and manager selection using proprietary methodologies, offering services through various investment vehicles and maintaining a distinctive Pilot Program for airline pilots’ 401(k) accounts.

Robert Schneider is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Johnson Wealth Inc. in Milwaukee, WI. His prior experience includes roles at Wealth Enhancement Advisory Services and multiple positions within Johnson Bank and Johnson Wealth Inc. Johnson Wealth is an SEC-registered investment adviser managing approximately $10.35 billion in client assets, serving high-net-worth individuals, families, trusts, foundations, endowments, not-for-profits, business and government entities, and other advisers. The firm’s investment approach emphasizes long-term asset allocation, model portfolios, and manager selection guided by qualitative and quantitative analysis.

Joel Bailey is a financial advisor with Johnson Wealth Inc. in Janesville, WI, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. He has also served as Senior Vice President and Wealth Advisor at Johnson Bank since 2001. 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 focuses on long-term, goal-driven asset allocation and manager selection, employing proprietary methodologies and offering a range of investment strategies through model portfolios, mutual funds, ETFs, and private investments.

Justin Dahl is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding Series 65 and Series 66 licenses. He has over 20 years of industry experience, including roles at U.S. Bank, UMB Fund Services, and Associated Trust Company. Dahl is also a senior vice president and wealth advisor at Johnson Bank, an investment-related affiliate. 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 focuses on long-term, goal-driven asset allocation and manager selection, using proprietary methodologies and offering a range of investment strategies including private investments and 401(k) discretionary management for airline pilots.

Steven Reuhl is a financial advisor with Johnson Wealth Inc. in Madison, WI, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. He serves as a board member for West Madison Polar Cap Youth Hockey. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profits, foundations, endowments, business and government entities, and other advisers. The firm emphasizes long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering specialized programs such as discretionary 401(k) management for airline pilots.

Graham Kessel is a Series 66 registered financial advisor with 12 years of industry experience. He is currently with Johnson Wealth Inc. and Johnson Bank in Milwaukee, WI, where he serves as an assistant vice president and wealth advisor. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Johnson Wealth is an SEC-registered investment adviser and a wholly owned subsidiary of Johnson Financial Group, advising over $10 billion in client assets across high-net-worth individuals, families, trusts, foundations, and institutional clients. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection, supported by both qualitative and quantitative analysis.

Eric Zwicky is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding Series 63 and Series 65 credentials with two years of industry experience. He has been affiliated with Johnson Wealth Inc. since 2024 and concurrently serves as Vice President-Retirement Plan Services Advisor at Johnson Bank since 2014. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, foundations, endowments, business and government entities, and other advisers. The firm focuses on long-term, goal-driven asset allocation and manager selection, employing proprietary methodologies and offering specialized programs such as discretionary management for 401(k) accounts of airline pilots.

Jeffrey Budzisz is a financial advisor with Johnson Wealth Inc. in Madison, WI, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked at Johnson Wealth Inc. since 2017 and concurrently serves as Senior Vice President and Wealth Advisor at Johnson Bank since 2012. Johnson Wealth Inc. provides investment advisory and consulting services to a diverse client base, including high-net-worth individuals, families, trusts, nonprofits, foundations, and government entities. The firm employs a long-term, goal-driven approach to asset allocation and manager selection, utilizing proprietary methodologies and offering a range of investment strategies through model portfolios, mutual funds, ETFs, and curated private investments.

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.

Alex Pudlo is a CFP® and ChFC® with 13 years of industry experience. He currently serves as a wealth advisor at Johnson Wealth Inc. and Johnson Bank in Madison, WI, holding dual employment since 2022. His prior experience includes roles at State Bank of Cross Plains, LPL Financial, Union Bank & Trust, and MassMutual. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, foundations, and various institutional clients. The firm emphasizes long-term, goal-driven asset allocation and manager selection through proprietary methodologies and offers specialized programs such as discretionary management for 401(k) self-directed brokerage accounts for airline pilots and curated private investment options for qualified investors.

Adam Stern is a CFA® charterholder with one year of industry experience. He currently works at Johnson Wealth Inc. and Johnson Bank, and previously held roles at U.S. Bancorp Fund Services, the Milwaukee Bucks, and Delaware North. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profits, foundations, endowments, business and government entities, and other investment advisers. The firm focuses on long-term, goal-driven asset allocation and manager selection using proprietary scoring methodologies and offers a range of investment strategies including model portfolios, mutual funds, ETFs, and curated private investments.

John Kemnitzer is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked for Northern Trust Securities Inc. for 10 years before joining Johnson Wealth in 2022. Johnson Wealth Inc. serves high-net-worth individuals, families, trusts, nonprofits, foundations, and other entities with investment advisory and consulting services. The firm employs a long-term, goal-driven asset allocation approach using proprietary methodologies and offers specialized programs such as discretionary management for airline pilots’ 401(k) accounts and curated private investment options.

Jeffrey Pierce is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Dimensional Fund Advisors, Wipfli Financial Advisors, Creative Planning, LLC, The Mather Group, and Annex Wealth Management. He is also Executive Vice President at Johnson Bank, an investment-related affiliate of Johnson Wealth Inc. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, foundations, endowments, business and government entities, and other investment advisers. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies and offers a range of strategies including model portfolios, mutual funds, ETFs, and curated private investments.

Scott Wisnewski is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and Northwestern Mutual. Outside of his advisory role, he serves as President of Genevieves Garden Homeowners Association and as Secretary of the Classic Lanes Mixed Classic Bowling League. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, foundations, and other entities. The firm emphasizes long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering a range of investment strategies including private investments for qualified clients.

Nicole Farbo is a CFP® with 12 years of industry experience, currently serving as a wealth advisor at Johnson Wealth Inc. and Johnson Bank. Her prior roles include positions at LPL Financial, Johnson Financial Group, U.S. Bank, and PNC Bank. She is also a commissioned notary in Wisconsin. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, and various institutional clients. The firm emphasizes long-term, goal-driven asset allocation and manager selection, utilizing proprietary methodologies and offering a range of investment strategies including discretionary management and curated private investments.