Financial Professional Directory

At Savage and Associates, our financial professionals work hard to exceed your every expectation. Our team directory provides contact information, short bios, and descriptions of experience and education for each financial professional.

Find a financial professional by name:

Need help finding a financial professional? We’ll match you to a professional who can best help you achieve your goals. Contact Us.

Filter

Employee Benefits Financial Professionals

Julie Fullerton

Benefits Advisor*

Joshua Holzemer

Employee Benefits Consultant*

Bill Kanary

Investment Advisor Representative

Ryan Dauterman

Investment Advisor Representative

Mikayla Becker

Insurance and Senior Benefits Consultant*

Dennis Rife

Financial Advisor

Joel Tschantz

Financial Representative

Tom LeStrange

Investment Advisor Representative

Robert Savage

Past President*

Curtis W. Frisch ChFC® CFP®

Certified Financial Planner™

Wayne Milewski

Financial Advisor

Scott Toland

Financial Advisor

Katie Hire

Financial Representative

Connor McCann

Financial Advisor

Kelly Savage

Financial Advisor

Tony Desch

Financial Advisor

Connor Judy

Financial Advisor

Tamy Pfaff

Financial Advisor

Matt Holzemer

Employee Benefit Consultant*

Jerry Brandman

Financial Representative

Jimmy Fuleky

Financial Advisor

Steve Milewski

Financial Advisor

Russ Karban

Financial Advisor

Mark Smigelski

Financial Advisor

Jeffrey A. Turner

Investment Advisor Representative

Dan Finkel

Financial Advisor

Pat Paule

Employee Benefit Consultant*

David Cornwell

Wealth Advisor

Jake Cox

Group Benefits Consultant*

Damian Ogrodowski

Investment Advisor Representative

Joan Canning

Human Resource Consultant

Kaden Sanford

Financial Advisor

Steve Howard

Investment Advisor Representative

Joey Hoppenjans

Financial Advisor

R.J. Rajner

Employee Benefits Consultant*

Chandler Fitzgerald

Financial Advisor

Chris Buck

Employee Benefit Consultant*

Lou Ramirez

Investment Advisor Representative

Monica Thomas

Insurance Professional

Scott Walsh

Emeritus, Vice President of Employee Benefits; Investment Advisor Representative

Brian McCabe

Financial Advisor

Gary LeSage, AIF®, CFP®

Investment Advisor Representative

Mark Smith

Financial Advisor

Tom Lindsay

Financial Advisor

Jamie Monagan

Financial Advisor

Lincoln Boyle

Financial Advisor

Kevin Intagliata

Employee Benefits Advisor*

Dennis Brun, AAMS^®, AWMA^®, CRPC™

Financial Advisor

Mickey Rosenberg

Investment Advisor Representative

Lily Phommalee

Financial Advisor

Kyle Schimming

Investment Advisor Representative

Ryan Savage CFP^®

Certified Financial Planner^®

Jeff Marchal

Employee Benefit Consultant

Sean Savage CFP^®

Certified Financial Planner^®

Steve Morr

Financial Professional

Braden Dauterman

Financial Advisor

Nick & Megan Rightnowar

Financial Advisors

Hannah Crites

Associate*

Steve Cochran

Investment Advisor Representative

John Metzger

Financial Advisor

Drew Paule

Financial Advisor

Lauren Myers

Financial Advisor

Jonathan J. Brimley AIF®

Financial Advisor

Jason Elchert

Investment Advisor

Phil Johnson

Financial Advisor

Carleton “Holly” Hollister

Financial Advisor

Andrew Smigelski

Financial Advisor

John Woeste

Financial Advisor

J.R. Toland

President and CEO

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

We offer securities in the following states: AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at those websites.

Osaic Wealth Form CRS

*Not affiliated with Osaic Wealth, Inc.

Privacy Notice