The Savage Blog

St. Francis High School in Toledo, OH  has a tradition of celebrating athletes and service-oriented successes.  On October 27, 2016, Savage & Associates advisor, Damian Ogrodowski was selected to be inducted into the school’s Hall of Fame.

Inductees are chosen from former athletes who demonstrate leadership and serve as role models for students.  They are nominated by alumni and friends of St. Francis.  Damian was chosen for his service, athletic excellence, and community involvement.

Damian’s daughter Lily was the highlight of the evening, giving an incredible introduction speech for her Dad. Her clear and composed words impressed the crowd of 350.

Among Damian’s accomplishments as an athlete, he is tied for #1 spot all time for total varsity letters at St. Francis. He was a standout student athlete and represented Savage and Associates extremely well.

Savage & Associates sponsored a table for the event and several associates attended along with President and CEO, JR Toland.

Kelly Savage surrounded by her Savage & Associates Co-workers (L to R): Emily Boyle, Megan McNamara, Kelly Savage and Michelle Schroeder

TOLEDO, OH—Advisor Group, one of the largest independent broker-dealer networks in the nation, hosted the 2016 W Forum in Salt Lake City, June 5-7. The event was the firm’s 10^th annual women’s conference to provide educational and networking opportunities, to support female advisors as they grow their financial services practices.  As part of the event, The Community Leadership Award (established in 2013) is presented to a female advisor who has demonstrated outstanding commitment to helping women grow personally, professionally or financially within her community.

This year’s winner is Kelly Savage of Savage & Associates in Toledo, Ohio.  Kelly is a trailblazer—both as a financial advisor and as a role model for young professionals.  Her leadership efforts are well known in the community and with local charities.  Whether it was as a mentor for young women at her high school alma mater, Notre Dame Academy or by promoting the University of Toledo Women’s basketball program, Kelly values the opportunity to share the wisdom and experience she has gained to help other women build a path for success.

The American Cancer Society Making Strides is one of her favorite charity events.  For 6 years she has served in different roles such as: chairperson for their annual fund drive, team captain for participants, event speaker as well a flagship sponsor.

Kelly also serves as tournament head for the Savage Foundation Golf Classic (SFGC) which is recognized as the largest one-day golf fundraisers in Northwest Ohio.  Kelly and her committee hand pick local charities as benefactors for the event. This year, one of the benefactors is The Bethany House, a local battered women’s shelter that provides a long term solution to help women get back on their feet and become contributing members of society.

Advisor Group recognized Kelly during their event and made a donation to Grace Community Center which is one of the charitable organizations she serves.

May 17, 2016 – Savage & Associates is pleased to announce that Kyle Schimming, has joined the firm as its newest agent. Kyle is excited to bring his unique approach to financial services.

“Whether you’re recently out of college and paying down student loan debt, getting ready to start a family or dreaming about retirement, my goal is to help others grow and protect their income while creating a complete financial plan.”

Kyle attended Genoa High School and graduated in 2008.  He went on to get his degree in 2012 at Bowling Green State University.  He has obtained his Series 7 securities registration and is licensed in both life and health.

Kyle and his wife Kala are expecting their first child in June of 2016. They make their home in the Genoa area and love to spend time with family and friends. In his spare time, Kyle loves to golf and follow his favorite Cleveland sports teams, even though they break his heart every season.

Savage & Associates is proud to have Kyle join the Savage team!

Kyle Schimming
419-725-7246
[email protected]

On Sunday, April 10, 2016 an unexpected surprise awaited our Savage “Sisters with Soule” team who ventured to the University of Toledo to walk in the Annual Walk for MS. When the team arrived, they found out that the 5 mile walk route was cancelled due to the weather conditions. Who would have thought we’d get the biggest snowfall of the season the day before? Since the walkers were still willing to brave the weather conditions and complete the walk,  officials decided to allow participants to walk a one mile route on campus grounds instead of the 5 mile route.

Some of the “Sisters” decided that one mile was not enough, so they walk the route more than once . But, by the entire team finished, the snow was falling pretty good. The weather was tough, but it brought to mind the obstacles that people who suffer from MS face daily.

Donations are still coming in but in the end, our Sisters with Soule team will have raise upwards of $3500 for the MS Society. Savage employees alone have donated over $2500, which will be matched by the company. The team spokesperson, Laura Fulop has lead this event for the past several years and is extremely grateful and proud on how supportive her co-workers are in helping to find a cure for Multiple sclerosis.

What better way to test health and wellness initiatives for clients than by trying them out with our own employees?

At Savage & Associates, we encourage our employees to maintain a healthy lifestyle with a variety of fun activities to promote wellness. SavageFit creates wellness programs that are designed to improve the overall well-being of employees. Using social outreach with Twitter, Facebook and email marketing newsletters, SavageFit keeps a constant eye on what is trending in healthcare and health education. A great way to keep the wellness message in the daily feed.

In the office, a challenge is always good way to kick start good, healthy habits. In line with the 2016 NCAA Tournament, SavageFit created a March Madness wellness activity challenge. Each work day, employees are challenged to complete and track specific healthy activities from three different category lists: Free Throw, 2-points, and 3-points. The goal is to complete four activities from each of the three categories every day. Sheets are turned in and become eligible for a drawing for a gift card at the end of the tournament.

Health management is a business strategy. In today’s climate, companies need plan design options to arrest and reduce health care costs. Helping employees have the tools to live a healthy lifestyle is imperative. Here at Savage & Associates, we want to be a role model for the culture of wellness and prevention, promoting personal responsibility in maintaining a healthy lifestyle. The end result of these good habits are:

• Reduced Worker’s Compensation Days
• Reduced Absenteeism
• Improvement in Morale
• Reduced Disability
• Increased Productivity
• Social Responsibility
• Decreased Healthcare Cost
• Increased Healthy Lifestyle Awareness
• Improved Disease Management
• Healthier, happier employees…

All this translates into lower costs for employers and employees.

Check out Savage Fit on social media

Excellence continues to shine at Savage & Associates

We pride ourselves on excellence through continuous improvement and learning at Savage & Associates. In honor of this achievement, the “Glass Awards for Excellence” are presented at our annual agency banquet. The award tradition is to present an exceptional piece of glass from The Toledo Museum of Art to the advisor who achieves and exceeds their annual goals in production. We honored six advisors this year who demonstrated excellence in their category and a commitment to our core values of integrity, client focus, accountability, excellence and balance. The 2016 awardees are:

Excellence in Securities – Jason Elchert, presented by Russ Karban
Excellence in Risk Management – Jamie Monagan, presented by Mark Smigelski
Excellence in Group Insurance – Matt Holzemer, presented by Scott Walsh
Rising Star – Tamy Hagan, presented by Phil Johnson
Lifetime Achievement Award – Roger Peluso, presented by Joel Tschantz
1st time Million Dollar Round Table Qualifier – Tom Lindsay, presented by Bill Kanary

Rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client evaluation.

Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.

Roger Peluso honored with the Lifetime Achievement Award

The evening was highlighted with a special recognition award for Roger Peluso, who has been with Savage & Associates for over 40 years.  Roger and wife Lillian were presented with a special glass award, flowers and video testimonials from their fellow agents, family and friends.  It was a moment of pride and thanks for a great career.

Award Recipients