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Contact me to learn how my team can help with your planning needs.

P: 602.769.5389  |  E: ejohnson@highland.com

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Registered Representatives and Investment Advisory Representatives offer securities and investment advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Highland and Osaic Wealth, Inc. are subsidiaries of Osaic, Inc. Other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

Eleanor Johnson provided expertise that proved invaluable. Her “Level Setting Conversation” strategy helped me close two significant cases. One case involved a $300 M company sale, resulting in substantial new AUM and commissions. In another, a $48 M business sale was secured in a single lunch meeting. Her unique approaches to financial strategies set her apart from her competitors. I highly recommend Eleanor and her team.


— Frank Hill, Partner & Senior Financial Advisor, Meritrust Wealth Management

Eleanor Johnson and her team excel in identifying needs, explaining options, and simplifying complicated processes. They secured excellent terms for our children’s trusts. I highly recommend Eleanor for wealth-related insurance solutions.

— Confidential Client

Eleanor I. Johnson, CPA, CLU®, CGMA®, serves as Founding Principal and Managing Director. She is a nationally known and highly respected member of the insurance industry. She currently serves as President on the Board of the Directors of Forum 400, an elite group limited to the nation's top-tier insurance professionals. This exclusive community fosters collaboration among high-performing life producers, cultivating an environment for sharing practical strategies and innovative ideas that positively impact client outcomes.

Johnson’s focus is on helping financial advisors, independent agents, and their clients identify and implement appropriate insurance strategies. Known for her leadership skills and technical expertise, Johnson is also highly appreciated for her ability to work with clients and their advisory teams to make complex planning concepts understandable. Clients who work with Johnson and her team are empowered to pinpoint and articulate their planning priorities, which reduces implementation time and results.

During her extensive insurance career, Johnson has served as a point-of-sale insurance professional, insurance company executive, founding partner, board member, as well as a major shareholder of Highland, where she worked for 25 years. Before returning to Highland, Johnson managed institutional account distribution at John Hancock, working across all channels.

In her spare time, Johnson enjoys skiing, hiking, golf, travel, and appreciating a great glass of wine with friends. She splits her time between her homes in Seattle and Scottsdale, Ariz., where her daughter, son-in-law, and grandsons live.

Member of the Forum 400 Board of Directors
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Trevor Davis

Business Development Associate
P: 813.296.8168
tdavis@highland.com

Michelle Konsky

VP, Chief Underwriter
P: 732.718.8495
mkonsky@highland.com

Lee Heidgerken, MBA, CLU®

Assistant VP, DI Distribution
P: 952.885.8621
lheidgerken@highland.com

Meet the Team

Debbie Samuelson

Signature Private Client Associate
P: 206.802.2658
dsamuelson@highland.com

Mike Raczkowski, J.D., CFP®

SVP, Head of Advanced Planning
P: 802.698.2774
mraczkowski@highland.com

Barb Pfeffer

Sr. Broker Contracting Analyst
P: 205.263.9276
bpfeffer@highland.com

Amy Norton

Relationship Case Manager
P: 813.296.8165
anorton@highland.com

Nancy Simm, CLTC®, LTCP, CSA

Director, LTC & Longevity Planning
P: 860.470.0220
nsimm@highland.com

Adrian Crosby

Commissions Accountant
P: 205.263.9282
acrosby@highland.com

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