Brian Andrew, President of Johnson Wealth and Chief Investment Officer at Johnson Financial Group, announced that Joe Maier has joined Johnson Financial Group as Senior Vice President, Director of Wealth Strategy.
“We believe Joe’s breadth of experience serving family businesses paired with his deep understanding of wealth transfer strategies make him an excellent addition to our team,” said Andrew.
With 22 years in legal wealth strategy, Maier has extensive experience serving high-net worth individuals, business owners, and corporate executives. He is knowledgeable in serving family businesses and helping ultra-high net worth individuals meet their wealth maximization and legacy goals. Most recently, Maier comes from Foley & Lardner where he led a team of professionals to design complex wealth maximization and transfer plans to accomplish client goals. Maier was a shareholder at O’Neil, Cannon, Hollman, DeJong & Laing, where he built an estate planning team and succession planning practice by collaborating with financial advisors, CPAs, and insurance agents. He also spent more than 10 years with Northwestern Mutual, serving as director of advanced planning and as regional director in the agency department with accountability for the revenue, recruiting and retention results of the sales division in the Midwest region.
“It’s an exciting time to join Johnson Financial Group. I admire the Johnson family’s heritage and commitment to doing what’s right for clients and communities,
and look forward to becoming part of Johnson Financial Group’s unique story,” says Maier.
A Certified Public Accountant, Maier holds a BBA in Accounting from the University of Wisconsin – Milwaukee. He also graduated first in his class and earned a JD
from the University of Wisconsin Law School. Additionally, Maier was retained as an adjunct professor at the University of Wisconsin Law School in 2018. Maier is also a prominent public speaker and author on estate and business planning topics.