• Today

    Because of engaged family-ownership, strong values and committed associates, you can expect us to be here for generations to come – providing expert advice combined with global resources to meet a lifetime’s worth of evolving financial needs. It’s all part of our promise to treat you like family.
  • 2004

    Sam passes away. His legacy of leadership, philanthropy and family values continues to inspire us all. Helen is named Chairman of Johnson Financial Group, representing the fifth generation of involved family leadership.
  • 2002

    Johnson Financial Group’s new headquarters is completed in downtown Racine. Planned with a commitment to the environment and community in mind, the project – like several of the company’s building and renovation projects – helped revitalize the City’s downtown area.
  • 1998

    Heritage Bank & Trust is renamed Johnson Bank, representing the family’s pride in the success and reputation of the business.
  • 1989

    Johnson Trust Company is established, solidifying the bank’s niche expertise in wealth management.

  • 1987

    Sam's daughter Helen Johnson-Leipold, begins working for the Bank.

  • 1985

    Johnson Insurance Services is established. Now one of the top independent insurance agencies in the nation, Johnson Insurance employs some of the industry's most respected specialists.

  • 1970

    Disappointed by the traditional transactional service offered by most financial services companies, Sam opens Heritage Bank in Racine. He pledges to provide unmatched service by treating clients like family.

  • 1967

    Sam is named Chairman of S.C. Johnson & Son, becoming the fourth generation to head the company. Under his leadership, the business grows more than 20-fold and builds a global reputation as a champion of social responsibility, employee happiness and consumer loyalty.

  • 1954

    Sam Johnson joins S.C. Johnson & Son, the oldest of the Johnson family’s businesses, as Assistant to the President. SC Johnson – along with Johnson Financial Group and Johnson Outdoors – are the Johnson family’s business enterprises headquartered in Racine, Wisconsin. Although they’re separate and independent companies, the businesses share the same core values and are leaders in their distinct, respective markets. Each is headed by a member of the fifth generation of Johnson family entrepreneurs.

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Who We Are

Expertise

Johnson Bank and Johnson Insurance are a part of Johnson Financial Group, a privately held, full service financial services company, based in Racine, WI. We offer expertise in banking, wealth, and insurance. We use a team approach to provide our personal and business customers with the most responsive and comprehensive custom solutions available. Our unique structure allows us to respond quickly, leveraging a wide range of products and services few other financial institutions can match.

Values

Our priorities and guiding values are simple:

We believe in acting with ethics and integrity in all we do.

We believe in the importance of focusing on our customers, and hold ourselves accountable for our interactions.

We believe in the dignity of all people and the strength of teams.

We believe in the importance of family and community.

Social Responsibility

Embedded in our culture is a genuine sense of mission to make our communities better because we're there. This philosophy is anchored in the philanthropic spirit of the Johnson family and demonstrated in the way we operate and the individual actions of our associates.

Our people collectively volunteer tens of thousands of hours of community service year after year. As an organization, we sponsor many local events and charities. In addition, we lobby for and participate in efforts to spur development and job creation in distressed communities.

People

We employ more than 1,000 talented associates. Our organization has unusually low turnover, extraordinarily high employee engagement and rigorous hiring standards.

Ownership

Johnson Financial Group, SC Johnson and Johnson Outdoors, are Johnson family business enterprises headquartered in Racine, Wisconsin. They are separate, independent companies headed by a member of the fifth generation of the Samuel C. Johnson family. They share the same core-set of values, and are leaders in their respective markets. Principal owners of Johnson Financial Group are members of the Samuel C. Johnson family including Helen Johnson-Leipold, who serves as Chairman of Board.

Our Story

In 1970, Samuel C. Johnson, fourth generation leader of one of the most successful privately-owned companies in the world (SC Johnson), recognized the need for a different kind of bank in his Racine, Wis., community. Not long after, he founded one based on his vision of unmatched personal service and a deep respect for each and every client.

Now led by Sam's daughter, Helen Johnson-Leipold, we've since grown from a single bank in Racine to a comprehensive financial services company with a reputation for making a positive impact in the communities we serve and in the lives of our clients and associates.

The underlying principles that have made Johnson Financial Group so successful are the same values that serve all of the Johnson family's enterprises. A high level of integrity and accountability and the strong belief in the dignity of all people are at the heart of everything we do; and, as a privately-held company, we also maintain the ability to focus on the next quarter century rather than the next quarter's earnings report. This way of doing business has stood the test of time, trends and challenges.

These ideals are put into action everyday by experienced, dedicated associates as they provide each client with an exceptional level of personalized service and responsible financial solutions. Their commitment to building meaningful, long-term relationships with our customers has set us apart in our industry. They are the inspiration behind what we call the "Johnson difference."

What Does Our Story Mean For You?

Our story translates into service, security and sustainability that you won't find anywhere else. When you work with us, feel confident knowing that you have a trustworthy financial partner who is truly invested in your success - today, tomorrow and for generations to come.

Johnson Bank

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