Three new hires will join Johnson Financial Group expanding their Madison presence
MILWAUKEE, WI, May 24, 2022 /24-7PressRelease/ — Johnson Financial Group, announced today the addition of three new team members and the promotion of a fourth team member to their Madison wealth management team. In addition, Dan Wilson, will serve as a new market leader. The added professionals will bring the Madison wealth management business up to 11 professionals.
“I am excited to join Johnson Financial Group and lead our team in the region,” said Wilson, Senior Vice President, Wealth Regional Manager. “JFG offers all the services our clients expect from a leading RIA with the custom services of a private bank.”
Dan Wilson, who recently joined JFG from Midland Financial Advisors, Inc, will lead the team of wealth management associates in the Madison and Janesville markets. With more than 26 years of financial services experience, Wilson brings extensive knowledge in financial planning, estate planning, business planning and overall holistic management.
In addition to Wilson, Johnson Financial Group added the following professionals:
Alex Pudlo, CFP®, ChFC® – As Vice President, Wealth Advisor, Pudlo will work with clients to align their financial resources with their goals through financial and estate planning and investment management. Pudlo has more than ten years of experience in the financial services industry.
Jan Cliff, CFA® – As Senior Vice President, Wealth Portfolio Manager, Jan designs and delivers investment portfolios for clients that align with their short and long-term plans. Cliff has over 23 years of experience managing investment portfolios.
In addition to the new hires, Kyle A. George, CFP® , who was previously a part of Johnson Financial Groups’ Financial Advisory Team, has moved to new position as a Vice President, Wealth Advisor. George has worked in the financial services industry since 2012.
“We are thrilled to welcome Dan, Alex, Kyle and Jan to our expanding wealth management team as we grow our presence in Madison,” said Brian Andrew, CIO, Johnson Financial Group. “We already have a number of key leaders in the Madison market, and we look forward to the increased capacity, client offering and collaboration that these new hires bring to the team.”
About Johnson Financial Group
Johnson Financial Group is a privately owned financial services company offering banking, wealth and insurance solutions through its subsidiaries, Johnson Bank, Johnson Wealth, and Johnson Insurance Services. For 50 years, we have put our clients first by serving as a trusted advisor, with engaged family ownership, strong values and committed associates. Firmly rooted in our community, ensuring it is a better place by volunteering and providing support where needed. For more information visit www.johnsonfinancialgroup.com.
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