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:

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Jake Cox

Group Benefits Consultant*

Ryan Savage CFP®

Certified Financial Planner®

Joel Tschantz

Financial Representative

Tom Lindsay

Financial Advisor

Jamie Monagan

Financial Advisor

Jimmy Fuleky

Financial Advisor

Katie Hire

Financial Representative

Joshua Holzemer

Employee Benefits Consultant*

Jason Elchert

Investment Advisor

Jerry Brandman

Financial Representative

Curtis W. Frisch ChFC® CFP®

Certified Financial Planner™

Ryan Dauterman

Investment Advisor Representative

Steve Morr

Financial Professional

Jonathan J. Brimley AIF®

Financial Advisor

Lily Phommalee

Financial Advisor

David Cornwell

Wealth Advisor

Steve Howard

Investment Advisor Representative

Connor Judy

Financial Advisor

Mikayla Becker

Insurance and Senior Benefits Consultant*

J.R. Toland

President and CEO

Braden Dauterman

Financial Advisor

Phil Johnson

Financial Advisor

Joan Canning

Human Resource Consultant

Chris Buck

Employee Benefit Consultant*

Tony Desch

Financial Advisor

Kevin Intagliata

Employee Benefits Advisor*

Drew Paule

Financial Advisor

Brian McCabe

Financial Advisor

Robert Savage

Past President*

Sean Savage CFP®

Certified Financial Planner®

Bill Kanary

Investment Advisor Representative

Matt Holzemer

Employee Benefit Consultant*

Mike Snyder

Financial Advisor and Benefits Consultant

Joey Hoppenjans

Financial Advisor

Megan Rightnowar

Financial Advisor

Steve Milewski

Financial Advisor

Steve Cochran

Investment Advisor Representative

Jeff Marchal

Employee Benefit Consultant

Jeffrey A. Turner

Investment Advisor Representative

Julie Fullerton

Benefits Advisor*

Mark Smigelski

Financial Advisor

Wayne Milewski

Financial Advisor

Andrew Smigelski

Financial Advisor

Kyle Schimming

Investment Advisor Representative

Mickey Rosenberg

Investment Advisor Representative

Bob Koenigbauer

Financial Advisor

Connor McCann

Financial Advisor

Tamy Pfaff

Financial Advisor

Dennis Rife

Financial Advisor

Nick Rightnowar

Financial Advisor

Damian Ogrodowski

Investment Advisor Representative

Lou Ramirez

Investment Advisor Representative

Mark Smith

Financial Advisor

Kelly Savage

Financial Advisor

Russ Karban

Vice President, Investment Advisor

R.J. Rajner

Employee Benefits Consultant*

John Metzger

Financial Advisor

Scott Walsh

Emeritus, Vice President of Employee Benefits; Investment Advisor Representative

Lauren Myers

Financial Advisor

Tom LeStrange

Investment Advisor Representative

Dan Finkel

Financial Advisor

Gary LeSage, AIF®, CFP®

Investment Advisor Representative

Chandler Fitzgerald

Financial Advisor

Pat Paule

Employee Benefit Consultant*

Lincoln Boyle

Financial Advisor

Scott Toland

Financial Advisor