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Helen Wunderlich
Helen Wunderlich
Vice President | Johnson Financial Group
Wisconsin, Madison, United States
Helen Wunderlich
Summary
Helen Wunderlich is a seasoned financial professional with over 16 years of experience at Johnson Financial Group, where she serves as Vice President in Wealth Management. She specializes in a holistic approach to personal finance, helping clients navigate the complexities of financial planning, retirement strategies, and tax management. A Certified Financial Planner, Helen holds a degree in Accounting and Business Management from UW-Milwaukee and has completed the CFP Professional Education Program. Her focus on socially responsible investing sets her apart in the wealth management landscape. Helen is dedicated to empowering clients by providing tailored financial solutions that align with their personal goals. Outside of her professional endeavors, she is passionate about education and financial literacy. Her extensive background in finance is complemented by her commitment to responsible investment practices. Helen's leadership experience and adaptability make her a valuable asset in the financial sector.
Helen Wunderlich
Work Experience
Vice President at
Johnson Financial Group
May 2007 - Present
Helen Wunderlich
Education
College for Financial Planning, CFP Professional Education Program, Certified Financial Planner
January 1996 - January 1997
UW-Milwaukee, Bachelors of Science Degree, Accounting and Business/Management
January 1984 - January 1986
Frequently Asked Questions about Helen Wunderlich
What is Helen Wunderlich email address?
Helen Wunderlich's primary email address is ***********@johnsonbank.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Helen Wunderlich work for?
Helen Wunderlich is a Vice President at Johnson Financial Group.
Where Helen Wunderlich graduated from?
Helen Wunderlich holds a degree in null from College for Financial Planning.
How can I directly contact Helen Wunderlich?
To contact Helen Wunderlich directly, you can use the email address ***********@johnsonbank.com. Complete contact information is available upon registration with Muraena.
Who is Helen Wunderlich?
Helen Wunderlich is a seasoned financial professional with over 16 years of experience at Johnson Financial Group, where she serves as Vice President in Wealth Management. She specializes in a holistic approach to personal finance, helping clients navigate the complexities of financial planning, retirement strategies, and tax management. A Certified Financial Planner, Helen holds a degree in Accounting and Business Management from UW-Milwaukee and has completed the CFP Professional Education Program. Her focus on socially responsible investing sets her apart in the wealth management landscape. Helen is dedicated to empowering clients by providing tailored financial solutions that align with their personal goals. Outside of her professional endeavors, she is passionate about education and financial literacy. Her extensive background in finance is complemented by her commitment to responsible investment practices. Helen's leadership experience and adaptability make her a valuable asset in the financial sector.
Helen`s contact details
***********@johnsonbank.com
***********@johnsonfinancialgroup.com
Colleagues
Loan Officer
Vice President Commercial Banking
VP - Portfolio Manager, Commercial Banking
Central Proof Operator
President
VP Private Banking Relationship Manager
Assistant Vice President
VP Benefits & HR Services Manager
IMPLEMENTATION MANAGER NORTH AMERICA
VP/Senior Mortgage Loan Officer