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Savage & Associates Among Top Workplaces in 2018

Named #1 Midsize Employer in Northwest Ohio

For the second year in a row, The Blade has ranked Savage & Associates among the Top Workplaces in the Toledo region. And this year, Savage topped the list of midsize companies—those employing 75-299 people. The honors are part of The Blade’s annual Top Workplace survey, which collects feedback from thousands of area employees.

This is the fifth year The Blade has partnered with Energage—a Philadelphia-based employee research and consulting firm—to conduct the workplace survey. Seventy-two Toledo-area companies participated in the competition, each having a requisite 35 or more employees. In all, more than 7,400 respondents scored their employers on factors ranging from leadership to employee engagement.

Savage & Associates has participated in the survey twice, making the Top Workplaces list both times.

“It really is about the culture,” explains J.R. Toland, the company’s president and CEO. “It’s a very positive and supportive work environment.”

In their anonymous survey comments, Savage & Associates employees conveyed similar beliefs about the firm’s culture. Respondents expressed appreciation for leaders who make them feel cared for and valued, and who genuinely model Savage’s vision and values.

“Savage is just different,” says Marianne Peters, director of people and performance. “John Savage, who founded the company with his brother Bob, affected people here in such a positive manner. Twenty-five years after John’s passing, I think everyone wants to keep that culture going for him.”

Preserving John Savage’s legacy culture while also inspiring young employees who never met him presents a bit of a challenge. But throughout the years, says Toland, Savage has never deviated from its basic business philosophy.

“It’s all about relationships and caring about people. That constant will always be there.”

Robert & Susan Savage Receive Outstanding Philanthropist Award

Few individuals impact philanthropic efforts in Northwest Ohio as greatly as Robert and Susan Savage, who work tirelessly to make our community a better place.

In recognition of their generosity, Bob and Sue Savage are 2017 recipients of the Outstanding Philanthropists Award presented by the Northwest Ohio Chapter of the Association of Fundraising Professionals (AFP).

Bob and Sue contribute their time and treasure to countless area organizations, including the University of Toledo, Imagination Station, Toledo Lucas County Public Library, and Toledo-area Christ Child Society—just to name a few.

Bob and Sue will be recognized at AFP’s 30th Annual National Philanthropy Day luncheon on November 9. The event will be held from 11 a.m. to 1:30 p.m. at Premier Banquet Hall in Toledo.

Savage and Associates Celebrates Groundbreaking

Rain can’t stop Savage and Associates’ staff, business associates, and area public officials from kicking off new headquarters construction.

From left to right: Mark Smigelski, Joel Tschantz, J.R. Toland, Russ Karban, Scott Walsh, and Kelly Savage break ground for the new headquarters.

Savage and Associates held a groundbreaking ceremony for its new headquarters on Tuesday, September 19th. Savage advisors, employees, representatives from NAI Harmon Group, local politicians, and the news media gathered on the site of the future headquarters. Government and business leaders spoke about the new building and why Savage and Associates’ continued presence in the community is so important to northwest Ohio.

U.S. Representative Bob Latta joined in to express that having successful businesses like Savage in the area is vital to the continued resurgence of the region. Maumee Mayor Rich Carr added that Savage’s commitment to the community over its 60-year history is what sets the business apart. He noted the Savage Foundation and the more than $1 million it has raised for charity in the community.

Ed Harmon, CEO NAI Harmon Group, spoke about how the partnership between NAI Harmon Group and Savage allowed the project to happen. J.R. Toland, President and CEO of Savage and Associates, wrapped up the festivities by speaking about the success of Savage and how the new building will allow our clients to continue to receive unparalleled service.

The new headquarters will be located between US 23 North and Arrowhead Road, just south of West Dussel Drive. Savage’s 55 advisors and 45 employees are expected to move into the new building in Fall 2018.

Follow along on Facebook and SavageAndAssociates.com for construction updates in the coming months!

Savage & Associates and the Toledo Zoo Team up for Dart Frog Dash

Savage & Associates joins the team for the Dart Frog Dash 5k Race at the Toledo Zoo


The Dart Frog Dash 5K at the Toledo Zoo is one of Toledo’s favorite annual run. The run/walk begins and ends in the zoo and draws a large crowd each year. This year’s event is being held on May 20, 2017.  Savage & Associates is proud to be a sponsor for this family friendly event. In a recent lunch and learn event, associates learned helpful running techniques to avoid injury from a representative from Dave’s Running. Then spokespersons from the Toledo Zoo gave a presentation explaining how the race is bringing awareness to conservation in the community. By supporting the Toledo Zoo’s Medical Mutual Dart Frog Dash, you are supporting local and global conservation initiatives, including:

• Planting native prairies on 30+ acres throughout the community
• Increasing regional biodiversity while filtering rainwater run off before it enters rivers, streams, and Lake Erie
• Raising and releasing thousands of pollinators
• Partnering with AZA zoos to research and conserve endangered species and their habitats around the world
• Providing educational programming on and off Toledo Zoo grounds

This family-friendly event has something for everyone. For the runner, this is a 5k competitive race on a USTAF certified course but is also open to those who just want to walk the route. There is also a kids Fun Run for children ages 0-12.

Our Savage family will be there in force. Information for sign up can be found here. We invite everyone to register and enjoy your Zoo on race day.

Savage & Associates Named a Top Workplace for 2017


Savage & Associates is proud to be honored by the Toledo Blade as one of the Top Workplaces for 2017 in Toledo. The announcement came at the Toledo Blade Top Workplace Award dinner, at the Toledo Club, on January 26, 2017.  This is the first year Savage & Associates participated in the four years the awards have been given by The Blade. Top companies were determined from employee surveys completed by 5,732 participants. The results were overseen by Philadelphia-based WorkplaceDynamics, an employee research and consulting firm. In addition to winning in the Top Workplace for Mid Size Companies category, CEO, JR Toland was also named the top company leader in all of Northwestern Ohio.

Savage & Associates co-founder, Bob Savage attended the awards event and said, “Most of us have known for a long time this is a great place to work, but it is a very significant honor to have the major local newspaper, make it official.” Our President & CEO, JR Toland commented, “Our deepest appreciation goes out to every Savage associate for voting us a Top Workplace in the Greater Toledo Area. It is all of our advisors and employees that make Savage such a great place to work. We work hard to continue on the principals and culture that we were founded on 60 years ago.”

Damian Ogrodowski Inducted to St. Francis Athletic Hall of Fame

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 Wins Award for Charitable Leadership

Advisor Group acknowledges Kelly Savage’s charitable leadership, crowning her the winner of the 2016 Advisor Group Women’s Community Leadership Award.

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 10th 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.

Savage & Associates Welcomes Kyle Schimming

Headshot Photo of Kyle Schimming

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
Kyle.Schimming@savageandassociates.com

Savage Team Participates in a Snowy Walk for MS

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.

Savage Fit Program Serves up Healthy Fun

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

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