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

All Employee Benefits

Dan Finkel

Financial Advisor

Pat Paule

Employee Benefit Consultant*

Katie Hire

Financial Representative

Mickey Rosenberg

Investment Advisor Representative

Wayne Milewski

Financial Advisor

Gary LeSage, AIF®, CFP®

Investment Advisor Representative

Julie Fullerton

Benefits Advisor*

Jimmy Fuleky

Financial Advisor

Mike Snyder

Financial Advisor and Benefits Consultant

Sean Savage CFP^®

Certified Financial Planner^®

Steve Milewski

Financial Advisor

Dennis Rife

Financial Advisor

Drew Paule

Financial Advisor

Lauren Myers

Financial Advisor

Jonathan J. Brimley AIF®

Financial Advisor

Adam Glaser

Financial Advisor

Jeffrey A. Turner

Investment Advisor Representative

Joel Salazar

Investment Advisor Representative

Ryan Dauterman

Investment Advisor Representative

J.R. Toland

President and CEO

Joshua Holzemer

Employee Benefits Consultant*

Phil Johnson

Financial Advisor

Tamy Pfaff

Financial Advisor

Jeff Marchal

Employee Benefit Consultant

Lincoln Boyle

Financial Advisor

John Metzger

Financial Advisor

Tom Lindsay

Financial Advisor

Connor Judy

Financial Advisor

Scott Walsh

Investment Advisor Representative

Bill Kanary

Investment Advisor Representative

Nick Rightnowar

Financial Advisor

Matt Holzemer

Employee Benefit Consultant*

Chris Buck

Employee Benefit Consultant*

Steve Howard

Investment Advisor Representative

Scott Toland

Financial Advisor

Jerry Brandman

Financial Representative

Mark Smigelski

Financial Advisor

Steve Morr

Financial Professional

Wayne Peck

Investment Advisor Representative

Lou Ramirez

Investment Advisor Representative

Jason Elchert

Investment Advisor

Damian Ogrodowski

Investment Advisor Representative

Carleton “Holly” Hollister

Financial Advisor

Curtis W. Frisch ChFC® CFP®

Certified Financial Planner™

Megan Rightnowar

Financial Advisor

R.J. Rajner

Employee Benefits Consultant*

Jamie Monagan

Financial Advisor

Connor McCann

Financial Advisor

Bob Koenigbauer

Financial Advisor

Steve Cochran

Investment Advisor Representative

Tom LeStrange

Investment Advisor Representative

Mark Smith

Financial Advisor

Lily Phommalee

Financial Advisor

Robert Savage

Past President*

Ryan Savage CFP^®

Certified Financial Planner^®

Jake Cox

Group Benefits Consultant*

Kyle Schimming

Investment Advisor Representative

Joel Tschantz

Financial Representative

Kevin Intagliata

Employee Benefits Advisor*

Russ Karban

Vice President, Investment Advisor

Brian McCabe

Financial Advisor

Mikayla Becker

Insurance and Senior Benefits Consultant*

Kelly Savage

Financial Advisor

Andrew Smigelski

Financial Advisor

Braden Dauterman

Financial Advisor

Chandler Fitzgerald

Financial Advisor

Tony Desch

Financial Advisor

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