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.

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J.R. Toland

President and CEO

Tom Lindsay

Financial Advisor

David Cornwell

Wealth Advisor

Steve Morr

Financial Professional

Matt Holzemer

Employee Benefit Consultant*

Steve Milewski

Financial Advisor

Kelly Savage

Financial Advisor

Curtis W. Frisch ChFC® CFP®

Certified Financial Planner™

Ryan Savage CFP®

Certified Financial Planner®

Brian McCabe

Financial Advisor

Jake Cox

Group Benefits Consultant*

Connor McCann

Financial Advisor

Kyle Schimming

Investment Advisor Representative

Jason Elchert

Investment Advisor

Scott Toland

Financial Advisor

Chris Buck

Employee Benefit Consultant*

Katie Hire

Financial Representative

Phil Johnson

Financial Advisor

Mark Smith

Financial Advisor

Gary LeSage, AIF®, CFP®

Investment Advisor Representative

Joel Salazar

Investment Advisor Representative

Joel Tschantz

Financial Representative

Scott Walsh

Emeritus, Vice President of Employee Benefits; Investment Advisor Representative

Joan Canning

Human Resource Consultant

Braden Dauterman

Financial Advisor

Tom LeStrange

Investment Advisor Representative

Mike Snyder

Financial Advisor and Benefits Consultant

Drew Paule

Financial Advisor

Tamy Pfaff

Financial Advisor

Connor Judy

Financial Advisor

Jeff Marchal

Employee Benefit Consultant

Bill Kanary

Investment Advisor Representative

Dan Finkel

Financial Advisor

Mikayla Becker

Insurance and Senior Benefits Consultant*

John Metzger

Financial Advisor

Lily Phommalee

Financial Advisor

Steve Cochran

Investment Advisor Representative

Chandler Fitzgerald

Financial Advisor

Pat Paule

Employee Benefit Consultant*

Steve Howard

Investment Advisor Representative

Megan Rightnowar

Financial Advisor

Lauren Myers

Financial Advisor

Bob Koenigbauer

Financial Advisor

Andrew Smigelski

Financial Advisor

Wayne Milewski

Financial Advisor

Lou Ramirez

Investment Advisor Representative

Jerry Brandman

Financial Representative

Russ Karban

Vice President, Investment Advisor

Carleton “Holly” Hollister

Financial Advisor

Tony Desch

Financial Advisor

Mark Smigelski

Financial Advisor

Lincoln Boyle

Financial Advisor

Joshua Holzemer

Employee Benefits Consultant*

Robert Savage

Past President*

Jamie Monagan

Financial Advisor

Mickey Rosenberg

Investment Advisor Representative

Jimmy Fuleky

Financial Advisor

R.J. Rajner

Employee Benefits Consultant*

Nick Rightnowar

Financial Advisor

Julie Fullerton

Benefits Advisor*

Ryan Dauterman

Investment Advisor Representative

Damian Ogrodowski

Investment Advisor Representative

Kevin Intagliata

Employee Benefits Advisor*

Sean Savage CFP®

Certified Financial Planner®

Dennis Rife

Financial Advisor

Joey Hoppenjans

Financial Advisor

Jonathan J. Brimley AIF®

Financial Advisor

Jeffrey A. Turner

Investment Advisor Representative