Our Associates

William Johannes

10401 Innovation Drive, Suite 125
Wauwatosa, WI 53226

I help individuals and families create financial strategies designed to support their goals and provide confidence for the future. By taking the time to understand each client’s unique needs, values, and aspirations, I develop personalized insurance solutions that evolve as life changes.

I am passionate about building long-term relationships and helping clients better understand their financial lives so they can make informed decisions with confidence. My goal is to be a trusted resource as their needs evolve over time.

A graduate of the University of Illinois at Urbana-Champaign and former member of the men’s baseball team, I bring the same discipline, commitment, and teamwork to my practice that guided me as a student-athlete.

Outside the office, you’ll find me golfing, attending sporting events and concerts, staying active, hunting, and trying new things.

Main areas of Focus
  • Protection Planning
  • Disability Income Insurance
  • Life Insurance
  • Financial Education & Literacy
A professional headshot of a man wearing a navy blue suit, white shirt, and patterned blue tie.

Education

University of Illinois at Urbana-Champaign

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