Joel Tschantz joined Savage and Associates right after graduation from The University of Toledo in 1984. He specializes in individual estate and retirement planning along with providing business owners and professionals with employee benefit plans.
Joel specializes in pre and post investment retirement planning. Joel helps individuals and business owners prioritize their financial goals. In addition to holding a management position at Savage and Associates, Joel qualifies annually for the Million Dollar Round Table**. His commitment to service and quality has earned him the loyalty of his clients.
Joel and his wife, Patty, live in Maumee, Ohio. They have three children: Niklas, Mikenzie, and Danielle. Joel is active in his children’s lives including coaching summer baseball at Central Catholic. He also supports local charities, and is a board member of the Northwest Ohio Ronald McDonald House.
Registrations and Designations
Securities Registered in CA, DE, FL, IL, IN, LA, MI, MN, NC, NJ , OH, PA, SC, TN, VA, WI
Securities Registration Series 6, 7 and 63
AIF® Accredited Investment Fiduciary