Lucareli is responsible for establishing strategy, direction and vision for the wealth management group. A strong advocate for a client-centric approach to wealth management, he has also been instrumental in fostering an environment that recognizes reps for their contributions, reflecting the attitude of the family-owned parent company.

Bank/TPM:Johnson Bank/ Invest Financial Corp.

Location: Racine, Wis.

No. of reps managed: 9

Avg. production per rep: $580,059

Total production 2011 (projected): $6m

Total production 2010: $5.2m

AUM 2011: $871.6m

AUM 2010: $847.4m

Years at the bank: 20

Years in the industry: 20

Age of program: 25

Total number of branches: 60

Product mix: Mutual funds 28%; UITs 28%; VAs 16%; fixed income 11%; equities 8%; managed accounts 4%; fixed annuities 2%; life insurance 1%; REITs 1%; ETFs 1%

Do you decide what products are on the shelf? Yes

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