Jessica Johnson, JD

Managing Partner, Wealth Strategies Group

Years at Punch:

7

Years in Financial & Estate Planning:

21

Personal Interests:
  • Photography
  • Biking

Jessica is involved in all aspects of our clients’ wealth planning. She brings a unique perspective to family conversations, having practiced trust, estate, and charitable planning law at a large local law firm for nearly a decade. Jessica is an advisor skilled in both family financial education and navigating complex planning opportunities. Above all, Jessica enjoys helping clients identify goals and feel organized and confident about their plan. 

Jessica received both her BA in Economics and JD from the University of Minnesota with honors.  She has been a frequent speaker at educational events for financial advisors, attorneys, and accountants. Jessica also served as an attorney advisor for the United States Tax Court. In her role at the court, she researched complex tax matters and wrote judicial opinions for estate, partnership, corporate, and individual tax cases. Prior to law school, Jessica began her career with a wealth management group.

Jessica grew up in Iowa and Wisconsin, and she now lives in Minneapolis with her husband and two children. She enjoys photography, foosball, and biking outdoors.

Andrea Barkley

Director & Senior Client Specialist, Wealth Strategies Group

Years at Punch:

8

Years in the Industry:

28

Personal Interests:
  • Volleyball
  • Reading
  • Board Games

Andrea joined the Punch Team in March of 2016. She began her career in the financial services industry in 1996 and has truly enjoyed growing and learning within it ever since. Her main responsibilities for Punch & Associates revolve around operations. She receives great satisfaction from getting to know clients while guiding them through transactions. Andrea’s priority is to provide efficient and effective, yet personal, client service because she genuinely values the relationships that she builds in the process.

When she’s not working, she enjoys spending time with her friends and family, working on projects around the house, reading, and playing volleyball. She loves the outdoors and games of all kinds.

Danielle Fischer

Senior Client Specialist, Wealth Strategies Group

Years at Punch:

12

Years in the Industry:

25

Personal Interests:
  • Painting
  • Walking
  • Yardwork

Danielle has a track record of operations experience that includes a variety of roles at Merrill Lynch and several years at Punch, where she puts her positive, can-do attitude to work for clients day after day. She’s a master of follow ups, follow throughs, and finding answers. Her actions speak volumes to clients, who know her to be their go-to advocate when issues arise. She cares deeply about the work she does and how it impacts everyone around her, which is why it’s statistically impossible to find someone who doesn’t like working with Danielle (we dare you to try).

Danielle resides in Zimmerman with her husband Mark and their two children—the loves and lights of her life. In addition to being an avid dog lover, Danielle likes a good hike or afternoon of painting with her kids. She also enjoys watching her kids grow into the wonderful people they are becoming.

Andy Matysik

Chief Executive Officer

Years at Punch:

22

Years in the Industry:

26

Firm Activities:
  • Board of Directors, Vice Chair
  • Chief Executive Officer
  • Compliance Committee
  • Operating Committee

As Chief Executive Officer, Andy provides vision and direction for Punch & Associates. He leads the firm’s culture, motivating the quality and character of the team and inspiring a relentless dedication to Punch’s clients. Andy remains closely involved in all aspects of advisory services at the firm while giving colleagues clarity and helping them focus within their strengths. Andy is passionate about alignment and an organizational design that enables clients and colleagues to achieve a vision that is beyond themselves.

Andy has been a managing partner of the firm since its founding in 2002, leading Punch to become a highly unique and differentiated advisory and asset management firm. Never content with the status quo, Andy insists on defining and delivering purposeful results, inspiring others with a rare combination of humility and humor.

Prior to Punch’s inception, Andy was an advisor with a major investment firm. He earned his BBA degree in Finance, Investments, and Banking from the University of Wisconsin–Madison. Andy purchased his childhood home to build a life in the Edina community with his wife, Jennifer, and their four children.

Punch & Associates Investment Management, Inc. All rights reserved.