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The Savage Blog

Savage announces hiring of four area college students

Savage and Associates has hired four college students to join the advisor internship program this summer which provides formal training, access to mentors, opportunity to acquire professional licenses, and other valuable experiences.

Joining the program are the following students:

  • Cody Bartels – student from Bowling Green State University, majoring in finance
  • Lauren Hehl-Myers – student from Bowling Green State University, majoring in finance
  • Kirby McLoughlin – student from University of Toledo, majoring in finance
  • Lily Powell – student from University of Toledo, majoring in finance and professional sales

“As a major regional financial services company with more than 120 associates, many of them started at Savage right out of college,” stated J.R. Toland, president and CEO, Savage and Associates. “So we know all too well the importance of growing from within as well as ensuring the talent pool that is cultivated here in our area … stays in our area.”

Along with working to acquire their life and health license, the students will learn some of the basic risk products, meet regularly with industry experts, learn the importance of ensuring clients are well rounded in their portfolio of bank accounts, investments and insurance, as well as grow in several areas to enhance their industry knowledge. The internship program runs through mid-August.

Students interesting in learning about the advisor internship program should contact Liz Harmon, practice development and recruitment coordinator, Savage and Associates, at 419-725-7211 or liz.harmon@savageandassociates.com.

Savage and Associates adds three advisors

Savage and Associates announced the addition of three advisors to its team, bringing the total number of associates to its highest level in company history:

  • Craig Bruning, financial professional
  • Julie Fullerton*, benefits advisor
  • Joshua Holzemer, employee benefits consultant

“More than ever, Savage has the resources to service clients to a wider area and through a larger scope with the addition of Craig, Julie and Joshua,” stated J.R. Toland, president and CEO, Savage and Associates. “They each have a unique skill set and expertise that will provide great value to our clients.”

As part of his responsibilities, Bruning will assist clients in a holistic way through investments, risk management, and group health. Fullerton has more than 15 years of experience in health insurance, specializing in Medicare supplements and individual health insurance. Joining his father’s practice, Holzemer will primarily focus on employee benefits, in addition to offering investment services and individual strategies.

Founded in 1957, Savage is a full-service financial, insurance, and group benefits services firm partnering with clients across the nation.

(* Julie Fullerton is not affiliated with Royal Alliance Associates, Inc.)

Brimley earns AIF designation

Investment advisor representative Jonathan Brimley of Brimley & Frisch Wealth Management, a part of Savage and Associates, achieved his AIF® (Accredited Investment Fiduciary) designation from the Center for Fiduciary Studies. This certifies that Brimley has reached expert fiduciary care standards (a fiduciary acts on behalf of an individual or more to manage assets) – and how to apply those standards in their investment management practices. Earning this professional certification involves participating in a rigorous training program, passing a comprehensive exam, satisfying experience requirements, and agreeing to abide by the Center’s code-of-ethics and conduct standards.

Jonathan and his family

“Jonathan always talks about putting his clients first, and this designation is another great example of his unwavering dedication toward those he serves,” stated Russ Karban, vice president and managing executive, Savage and Associates. “For those in the Findlay area, and surrounding communities, are in very good hands with Jonathan as their advisor. It’s no wonder his practice continues to grow each year through so many pleased clients.”

Brimley specializes in comprehensive goal-based planning for his clients, largely in the Findlay, Ohio market, striving to give them increased confidence and maintainable wealth. To learn more visit: https://www.facebook.com/BrimleyFrischWealth/

Leading health care strategist to visit northwest Ohio

Known as one of the nation’s most prominent and respected speakers in the health care industry, Bradford Koles, vice president and national spokesperson, Advisory Board – a best practices firm helping health care organizations worldwide – will speak on the current and future status of the industry, Wednesday, April 1, 2020 from 8:30 to 10 a.m. at The Pinnacle in Maumee, Ohio, sponsored by Savage and Associates.

“Savage is thrilled to have Mr. Koles present to our region, particularly with the strong attention the health system will receive with the upcoming presidential election,” stated Scott Walsh, vice president of employee benefits and partner, Savage and Associates. “This will be an outstanding value added to our clients, as well as others who would like to gain some fascinating insight.”

Based in Washington, D.C., Koles has significant expertise in health care economics, strategy, and reform initiatives including coverage expansion, vertical integration and physician partnership models, managed care and payer contracting, and quality-based payment.

There is no cost to attend, and a free continental breakfast will be provided. Doors open at 8 a.m. for check-in and networking. Advanced registration is required at savageandassociates.com/rsvp/.

Savage’s Frisch earns ChFC® designation

Curtis FrischCongratulations to Savage’s own Curtis Frisch, CFP®, for earning yet another professional designation. He achieved his ChFC® (Chartered Financial Consultant) designation from The American College of Financial Services – the leader in financial services education.

Estate, special needs clients, divorce, business succession, behavioral finance and financial plan development are all part of the preparation for this designation, which prepares an advisor to assist clients on a highly diverse set of financial matters.

Frisch is an owner of Brimley & Frisch Wealth Management – a part of Savage. Their company focuses efforts on individuals and businesses in the Findlay, Ohio market.

Frisch’s niche in the industry is spending necessary, focused time on comprehensive financial plans that analyze cash flow, risk management, investments, taxes, employee benefits, retirement planning, estate planning and education planning.

To learn more visit: https://www.facebook.com/BrimleyFrischWealth/

 

Savage and Associates named a 2020 top workplace

Savage and Associates has been named one of the region’s top workplaces for the fourth consecutive year by the Toledo Blade.

For the second time in four years, Savage was the highest-ranked business on the list of midsize companies in the region (those employing 75-299).

“We are humbled and honored to receive this distinction for the fourth year in a row,” stated J.R. Toland, president and CEO, Savage and Associates. “The award is a direct result of the incredible passion from our advisors and staff.”

Being named a top workplace is based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner Energage, LLC.

The Blade partnered with Energage to conduct the anonymous survey that uniquely measures 15 drivers of engaged cultures that are critical to the success of any organization: including alignment, execution, and connection, to name a few.

“For more than a decade, the Top Workplaces award has helped organizations stand out among their competitors to attract talent,” said Eric Rubino, CEO, Energage. “This differentiation is more important than ever in today’s tight labor market. Establishing a continuous conversation with employees so you have a deep understanding of your unique culture is proven to help achieve higher referral rates, lower employee turnover, and double the employee engagement levels. No longer is recognition simply a much-deserved cause for celebration, but it’s fast becoming mission-critical to establish a competitive advantage for recruitment and retention.”

Third-party rankings and recognition are no guarantee of future investment success and do not ensure that a client—or a prospective client—will experience a higher level of performance or results. The rankings mentioned on this web page should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client evaluation.

 

Savage earns national recognition for leadership in corporate philanthropy

Savage and Associates has been announced as one of only 20 financial advisory firms in the nation selected for the Invest in Others Charitable Foundation’s Charitable Champions List.

The Charitable Champions List recognizes advisory firms for their exemplary efforts to give back to their communities by promoting a culture of philanthropy amongst employees and financial advisors. Applications were evaluated by an expert judging panel on criteria including employee benefits, company contributions, and philanthropic events and programs offered by the firms.

“This honor represents the work of our many dedicated advisors and staff that give so much of their time to help others,” stated J.R. Toland, president and CEO, Savage and Associates. “We feel privileged to serve those in need across northwest Ohio and beyond.”

Savage and Associates holds several programs and events throughout the year, including the Savage Foundation Golf Classic, Savage 5K, and many other notable philanthropy endeavors. The Golf Classic alone has raised more than $1.3 million for charities since 2003.

John Metzger and Kyle Schimming Earn Accreditations

John and Kyle Photo

Savage is proud to announce that Investment Advisor Representatives John Metzger and Kyle Schimming have received the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies®.

The AIF® designation certifies that recipients have obtained expert knowledge about fiduciary care standards—and how to apply those standards in their investment management practices. Earning the AIF professional certification involves participating in a rigorous training program, passing a comprehensive exam, satisfying minimum experience requirements, and agreeing to abide by the Center’s code-of-ethics and conduct standards.

“Achieving the AIF designation demonstrates how dedicated John and Kyle are to their professions and their clients,” says Russ Karban, Savage’s Managing Executive. “Their commitment—at such young ages—to the fiduciary standard of always doing what’s in a client’s best interest is impressive.”

Having joined Savage in 2016, John Metzger helps individuals and families with their insurance protection, investments, and retirement plans.

Kyle Schimming joined Savage in 2015. He focuses on retirement planning for businesses and individuals, and he works with local employers to establish retirement plans for their employees.

John Metzger

John Metzger

Headshot Photo of Kyle Schimming

Kyle Schimming

What the CFP® Credentials Mean to You

Advisors with CFP credentials

Working with the right investment advisor representative can be critical to accomplishing your overall financial goals. Finding a financial planner with training and competency is essential; so, too, is identifying someone with the demonstrated ability to apply that knowledge to real-life financial planning situations.

Administered by the CFP Board, the CFP® certification process helps the public discern financial planners who have met rigorous professional standards. No wonder the requirements to use the Certified Financial PlannerTM and CFP® designations require so much hard work.

Certification involves a two-part education requirement. First, advisors must complete college-level financial planning coursework approved by the CFP Board. Second, certified planners must also possess a bachelor’s degree or higher from an accredited college or university.

After meeting the education requirements, advisors are eligible to take the CFP® Certification Examination. The comprehensive six-hour exam assesses a financial planner’s ability to apply coursework to on-the-job situations.

Because CFP® credentials indicate an advisor’s ability to provide financial planning services, certification requires up to 6,000 hours of professional financial-planning-related experience. Advisors may acquire the necessary experience through various roles, activities, and professional settings.

Finally, CFP® professionals must agree to adhere to high ethical and professional standards—and to provide personal financial planning in each client’s best interest.

Finding the right financial planner can be difficult. CFP® credentials can be a good indication of a planner’s commitment to high professional standards and ethical behavior.

Savage associates who have pursued and earned CFP® certification are Dan Finkel, John Campbell, Russ Karban, and Curtis Frisch. You can learn more about each by clicking on his photo below.

Headshot Photo of Dan Finkel

Dan Finkel

Headshot Photo of John Campbell

John Campbell

Headshot Photo of Russ Karban

Russ Karban

Curtis Frisch

Curtis Frisch

Farmers Market Comes to Savage

Savage Farmers Market

When Liz Harmon read an article describing the growing popularity of hosting Farmers Markets at work, she thought her coworkers would love the idea. Liz, Savage’s Practice Development and Recruitment Coordinator, also saw a connection to the company’s longtime commitment to encouraging healthful habits.

“As a company, we try hard to focus on work-life balance and employee wellness, and we had done so long before it became in vogue,” says Liz. “So the idea for a weekly fruit and vegetable stand on the Savage campus was well-received by management.”

For more than 40 years, Savage has made fresh fruit available to associates each workday. Providing easy access to fresh local produce at our office entryway is an extension to that employee benefit.

Supporting our local communities is one of Savage’s core values, so we made certain to partner with a produce vendor with strong area ties.

“So far, it’s been popular with our employees,” reports Liz. “Everyone has been excited to take a quick break and soak up some sunshine while checking out the delicious options available each week.”

The Farmers Market takes place every Thursday afternoon from 3:00-5:00 p.m. in the Savage parking lot throughout the growing season.

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