Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Heather joined J. Johnson & Associates in the fall of 2012. She is licensed in Health and Life & Accident lines of Insurance. She has been working in the Lakeshore Area in the insurance business since 2004. She currently works with...
Investment Advisor Representative
After graduating from St. Norbert College, John began working in financial services in 1980 with Prudential, and then moved to First Securities. In 1984 he founded J. Johnson & Associates in order to provide customized client...
Senior Vice-President Administration
Kathy has been with J. Johnson & Associates since 1989. In her capacity as Senior Vice-President of Administration she oversees daily operation of the business, working closely with all clients, coordinating appointments and preparing...
Director of Marketing/Database Manager
Tracy is the Director of Marketing and Database Manager at J. Johnson & Associates. Prior to joining our firm she worked for a non-profit and for a private school. She has a Bachelor's Degree in Business Administration from St. Norbert...