Agatha Johnson

Family Enterprise Office | Family Business Transitions| Ownership Coaching| Leadership Coaching| Wealth Planning and Management | 3rd Generation Partner | Proud Mom & Grandmother

Role
Founder and CEO at Willkate
Location
Sioux Falls, SD, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Agatha Johnson

My parents Wilfred and Catherine Kappenman worked hard running a second generation midwestern farming operation. As my siblings and I worked in the business with them (and eventually our children, too) they not only taught us the value of hard work, they instilled upon us their expanded view of success. They did well financially, but they defined wealth as much more than money. I learned from an early age that wealth meant time with family, honoring our heritage and faith, making time for fun, contributing to our community, and so much more. These strong values have carried this family enterprise into it 4th generation today. That\'s why I decided to honor my parents and rename my business(es) after them: Will and Kate. Through decades of work with families, I have seen too many struggle to find ways to realize what decisions could serve all aspects of their wealth. Our team designs a plan and strategy to give individuals, families, business owners, and succeeding generations competence, confidence, and empowerment to stand on the shoulders of the generation before them.

Experience

  1. Founder and CEO

    Willkate

    Feb 2013 — Present · Sioux Falls, SD, US

    We work with Family Enterprises that include their businesses, shared wealth and family relationships to become and remain strong to have continuity for many generation with a 100 year view. We specialize in the transitions from one generation to the next.Formerly Generations to Generations, LLC and Prosperity Wealth Management, we have rebranded to honor the story of our heritage.

Education

  • Northern State University Aberdeen, SD

    Economics and Finance

  • Bowen Center

    Family Systems and Family Systems in Organizations

Skills

  • Financial Planning
  • Family Business and Wealth Transition Consulting
  • Investments
  • Estate Planning
  • Public Speaking
  • Leadership
  • Retirement Planning
  • Behavioral Finance
  • Management
  • Team Building
  • Strategic Planning
  • Leadership Development
  • Family Wealth Consulting
  • Wealth Management Services
  • Financial Planners
  • Multi-Generational Wealth Transfer
  • Portfolio Management
  • Retirement
  • Finance
  • Customer Service
  • High Net Worth Individuals
  • Executive Coach
  • Wealth Management
  • Insurance

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Agatha Johnson — Founder and CEO at Willkate in Sioux Falls, SD, US | Unifers