Milwaukee, WI East Wells Street Office

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.

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.

Graham Kessel is a financial advisor with Johnson Wealth Inc. in Milwaukee, WI, holding a Series 66 designation and 12 years of industry experience. He has worked at Johnson Wealth Inc. since 2020 and is also an Assistant Vice President and Wealth Advisor at Johnson Bank since 2022. His prior experience includes roles at Wells Fargo Clearing and Merrill. Johnson Wealth is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, foundations, not-for-profits, and other entities. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection, and offers a range of services including discretionary and non-discretionary portfolio management, financial planning, and a specialized pre-retirement program.

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.

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.

Kelsey Ellsworth is a CFA® credentialed financial advisor with seven years of industry experience. She has worked at Johnson Wealth Inc. and Johnson Bank since 2019 and previously worked at Fifth Third Bank from 2016 to 2019. Ellsworth holds a dual role as Assistant Vice President-Wealth Advisor at Johnson Bank alongside her advisory work. Johnson Wealth is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, foundations, and various institutional clients. The firm focuses on long-term, purpose-driven investment strategies incorporating qualitative and quantitative analysis, and offers specialized programs including pre-retirement planning for airline pilots and curated access to private investments.

Bryant Shurn is a financial advisor with Johnson Wealth Inc. in Milwaukee, WI, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Raymond James & Associates, Merrill, Wells Fargo Clearing Services, and Scottrade. Outside of advising, he is a partner in Tranquil Partners LLC, a real estate investment business. Johnson Wealth is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, foundations, and institutions. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection using both qualitative and quantitative methods.

Ronald Lehmann is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding CFP® and Series 63 designations with seven years of industry experience. He has worked at Johnson Bank since 2016 and previously at Baker Tilly Investment Advisors from 2000 to 2005. Lehmann serves as Senior Vice President and Director of Retirement Plan Services at Johnson Bank. Johnson Wealth is an SEC-registered investment adviser affiliated with Johnson Financial Group, advising over $10 billion in assets for high-net-worth individuals, families, trusts, foundations, and institutions. The firm emphasizes a long-term, purpose-driven investment approach using asset allocation, model portfolios, and manager selection supported by quantitative and qualitative analysis, offering portfolio management, financial planning, retirement consulting, and access to private investments.

Breton Almstedt is a financial advisor at Johnson Wealth Inc. with one year of industry experience. He holds a Series 65 designation and has been a dual employee of Johnson Wealth Inc. and Johnson Bank since 2004, where he serves as Vice President and Service Manager for Retirement Plan Services. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, and institutional clients. 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) participants like airline pilots.

Jason Herried is a CFA® charterholder with 10 years of industry experience, currently serving as a portfolio manager at Johnson Wealth Inc. in Milwaukee, WI since 2016. He also holds a senior role as Director of Equity Strategy and portfolio manager at Johnson Bank, where he has worked since 2015. Johnson Wealth Inc. is an SEC-registered investment adviser and subsidiary of Johnson Financial Group, managing over $10 billion in assets for high-net-worth individuals, families, trusts, and institutional clients. The firm employs a long-term, purpose-driven investment approach focused on asset allocation, model portfolios, and manager selection through both qualitative and quantitative analysis.

Alexander Stemberger is a CFP® and Series 65 designated advisor with Johnson Wealth Inc. in Milwaukee, WI, bringing four years of industry experience. His prior roles include positions at Northland Securities and The Legend at Brandybrook. He is also employed full-time as a Wealth Operations Trade Specialist at Johnson Bank. Johnson Wealth Inc. is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, foundations, endowments, not-for-profits, business and government entities, and other advisers. The firm focuses on a long-term, purpose-driven investment approach that emphasizes asset allocation, model portfolios, and manager selection through qualitative and quantitative analysis.