Joe Maier
Senior Vice President Director of Wealth Strategy at Johnson Financial Group
- Role
- Senior Vice President Director of Wealth Strategy at Johnson Financial Group
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Joe Maier
We help our clients discover and achieve their wishes, hopes, and dreams. My team at Johnson Financial leads our clients through the difficult but rewarding challenges of business succession, financial planning and estate planning and administration. Our goal is to be a professional, empathetic, collaborator with our clients and their planning teams. Our purpose is to help our clients maximize their happiness and wealth while taking care of the people they care about. Connect with me today!
Experience
Senior Vice President Director of Wealth Strategy
May 2019 — Present
Helping clients discover and achieve their wishes, hopes, dreams and desires
Education
University of Wisconsin-Milwaukee
Bachelor of Business Administration (B.B.A.), summa cum laude, Accounting
1991
University of Wisconsin-Madison
Doctor of Law (J.D.),
1993 — 1995
Skills
- Mergers & Acquisitions
- Charitable Gift Planning
- Asset Protection
- Special Needs Trusts
- Estate Tax Planning
- Executive Compensation Planning
- Donor Advised Funds
- Charitable Remainder Trusts
- Multi-Generational Wealth Transfer
- Healthcare
- Wealth Preservation Planning
- Estate Administration
- Revocable Trusts
- Charitable Gift Annuities
- Probate
- Community Foundations
- Dynasty Trusts
- Green Technology
- Estate Planning
- Irrevocable Life Insurance Trusts
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