Philip Johnson

Philip Johnson

Financial Representative

As a Financial Representative, I assist our Wealth Planners so we can provide you with the highest level of service. My responsibilities include monitoring client accounts, assisting with client plans, and processing transactions. 

I graduated from the University of Wisconsin-Eau Claire in 2019, with a degree in Finance. While in college, I played on the Men’s Golf Team. Since graduating, I have worked in financial planning practices. During this time I acquired valuable experience in financial planning and customer service. 

Unsurprisingly, outside of work I love to golf. I also participate in an adult hockey league. Some of my other interests are cooking, attending comedy shows, and experiencing different activities with family and friends.