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Encore Financial Group joins Savage and Associates

Encore Financial Group
Encore Financial Group

Savage and Associates has announced the acquisition of northern Michigan-based firm, Encore Financial Group, following a successful three-year relationship between the two firms during which Savage supported Encore’s compliance and back-office operations, including technology support.

Under the new agreement, the transaction does not affect Encore’s day-to-day operations, staffing, or client service model. The firm will continue to operate under their existing name, with Encore principal and founder, Dennis Hesselink, remaining actively involved in client relationships.

“Savage has been a trusted partner to Encore Financial Group for the past three years, and this next step allows me to focus on what I love most — working directly with my clients,” said Hesselink. “Nothing changes for the people who count on us. Our team, our approach, and our commitment to our clients remain exactly the same. I’m excited about what this means for our continued growth in a rapidly changing industry.”

The acquisition reflects Savage’s continued investment in financial professionals and firms it has long supported, providing additional resources for growth while preserving the independence and client relationships that have defined Encore’s success.

“It is not every day when Ohio and Michigan come together, however, we are extremely excited to have Encore Financial Group join Savage,” stated J.R. Toland, president and CEO, Savage. “Dennis has built something special over the last couple decades. This acquisition is a natural next step in our relationship. Our goal is to give Dennis and his team the resources to keep growing, while staying true to what has made Encore Financial Group successful for so many years.”

Encore provides personal protection and wealth management planning for clients, including wealth building, financial goal planning, life insurance, disability insurance, health insurance, estate planning, and more.

Savage and Associates
In Employee News, Savage News, Savage Team

Savage Names Tom Lindsay New Partner

Headshot of Tom Lindsey

Savage and Associates announced today the addition of Tom Lindsay, financial advisor, as a partner of the financial, insurance, and group benefits services firm.

Lindsay has more than 22 years of experience at Savage, assisting clients in personal investment and retirement strategies, as well as life insurance planning for families and individuals.

“Tom embodies everything we want in a financial professional and leader,” stated J.R. Toland, president and CEO, Savage. “His dedication to his clients, first and foremost, has been nothing short of phenomenal. He lives closely by our core values and fully believes in our mission to improve the lives of all we serve. We look forward to our company’s ongoing growth and having Tom assist on this journey.”

Lindsay becomes one of 16 financial professionals who are partners of the 69-year-old company.

He is active in the community and supports organizations and charities across the region. A lifelong resident of northwest Ohio, Lindsay is a graduate of Bowling Green State University with a degree in business administration. He and his wife, Crystal, have a son, James.

Savage and Associates
In Savage News, Working at Savage

Savage Named Top Workplace For 10th Straight Year

Top Workplace Ad 2026
Top Workplace Ad 2026

For the 10th consecutive year, Savage and Associates has been named one of the region’s top workplaces by the Toledo Blade. Additionally, the company received a specialty award for exemplifying core values.

“Ten years doesn’t happen by accident, it is about a culture created by a very large team of people who take great pride and joy to serve our clients and communities,” stated J.R. Toland, president and CEO, Savage. “Nearly 70 years later, and now, with more than 170 associates, our clients are the ones to benefit with our size, growth, and an atmosphere that lends toward a great environment.”

Being named a top workplace is based 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, such as alignment, execution, and connection.

Third-party 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’s evaluation.

The Savage Blog
In Employee News, Savage News, Savage Team, Working at Savage

Local students join Savage internship program

Savage and Associates announced the hiring of seven college students with northwest Ohio ties to join the advisor internship program this summer.

The program provides formal training, access to mentors, opportunities to acquire professional licenses, and other valuable experiences. Joining the program are the following students:

  • Hannah Crites – Bowling Green State University (junior); finance major; Bowling Green, Ohio (hometown).
  • Katelyn Maloney – Bowling Green State University (junior); finance major; Perrysburg, Ohio (hometown)
  • Stephanie Miller – Bowling Green State University (junior); finance major; Waterville, Ohio (hometown).
  • Chase Monaghan – University of Dayton (junior); finance major; Perrysburg, Ohio (hometown).
  • Teddy Perozek – Ohio State University (junior); marketing major; Ottawa Hills, Ohio (hometown).
  • Megan Reiter – Bowling Green State University (junior); finance major; Forest, Ohio (hometown).
  • Kaden Sanford – University of Toledo (junior); finance major; Lyons, Ohio (hometown).

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 progress 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, director of recruiting and practice development, at 419-725-7211 or [email protected].

The Savage Blog
In Employee News, Savage News, Savage Team, Working at Savage

Savage named top workplace for ninth straight year

For the ninth consecutive year, Savage and Associates has been named one of the region’s top workplaces by the Toledo Blade. Additionally, the company received a specialty award for exhibiting clear direction toward the future.

“Nine straight years receiving this honor speaks directly to our team and their conscious choice to come to the office with such positive energy,” stated J.R. Toland, president and CEO, Savage. “Across offices in Maumee, Bowling Green and Findlay, our team is the reason for this prominent recognition. They have helped define our culture, which in turn continues to spur our growth.”

Being named a top workplace is based 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, such as alignment, execution, and connection.

Savage has offices in Maumee, Bowling Green, and Findlay, Ohio.

Third-party 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’s evaluation.

The Savage Blog
In Employee News, Savage 5k, Savage News, Savage Team, Working at Savage

Savage receives national recognition for giving back

Savage and Associates has been announced as one of only 10 financial advisory firms across the country selected for the Invest in Others 2024 Charitable Champions List.

The list recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy amongst their financial professionals and employees.

Applications were reviewed and evaluated based on criteria that included leadership and culture, events and activities, incentives, contributions, and impact.

“Our growing and enthusiastic team across multiple locations is the reason we’re being recognized,” stated J.R. Toland, president and CEO. “The passion from our 170+ associates is helping shape a brighter future for our communities.”

Savage holds several programs and events each year, including the Savage Foundation Golf Classic, Savage 5K, and many other notable philanthropy endeavors. The Golf Classic alone has raised more than $1.6 million for charities since 2003.

About Invest in Others Charitable Foundation
The Invest in Others 501(c)(3) Charitable Foundation is supported by the financial services industry to amplify the charitable work of financial advisors, employees, and their firms. Invest in Others is a catalyst to channel philanthropy and volunteerism to where it is needed most.
The Invest in Others 2024 Charitable Champions List is an award that recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy amongst their financial advisors and employees. The award is evaluated by a panel of financial advisors based on criteria including leadership, culture, events and activities, incentives, contributions and impact. The firm must have been in business for a minimum of one year, have at least three employees, and be a financial advisor or wealth management firm providing direct financial advise to house holds or organizations. Nominees must be in good standing with state and federal regulators. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
The Savage Blog
In Employee News, Savage News, Savage Team, Working at Savage

Savage announces five area students have joined internship program

Savage Building Exterior

Savage and Associates announced the hiring of five college students with northwest Ohio ties to join the advisor internship program this summer.

The program provides formal training, access to mentors, opportunity to acquire professional licenses, and other valuable experiences.

Joining the program are the following students:

  • Blaise Beier – junior from Miami University; finance major; hometown is Toledo, Ohio.
  • Andrew Boros – junior from University of Cincinnati; insurance and risk management major; hometown is Perrysburg, Ohio.
  • Joey Hoppenjans – junior from Ohio State University; finance major; real estate minor; hometown is Sylvania, Ohio.
  • Gabriel Nitschke – junior from University of Cincinnati; finance major; hometown is Toledo, Ohio.
  • Lily Phommalee – junior from Bowling Green State University; finance major; hometown is Pemberville, Ohio.

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 progress 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, director of recruiting and practice development, at 419-725-7211 or [email protected].

The Savage Blog
In Employee News, Savage News, Savage Team

Savage names new partner

Jeff Marchal

Savage and Associates announced today the addition of Jeff Marchal, LUTCF®, ChHC®, GBA, an employee benefit consultant, as a partner of the financial, insurance and group benefits services firm.

Marchal has more than 20 years of experience at Savage, assisting business clients in designing, managing, and promoting their employee benefit plans.

“Consistent, reliable, disciplined and organized are just a few qualities that have made Jeff a very respected professional within Savage for more than two decades,” stated J.R. Toland, president and CEO, Savage. “We are excited to have him as a partner as we grow and continue to improve the lives of those we serve.”

Marchal becomes one of 17 financial professionals who are partners of the 67-year-old company. He is a lifelong resident of the Toledo area, where he and his wife, Alison, have three children.

The Savage Blog
In Employee News, Savage News, Savage Team, Working at Savage

Savage named 2024 top workplace

For the eighth consecutive year, Savage and Associates has been named one of the region’s top workplaces by the Toledo Blade. Additionally, Savage received the superior values award. Additionally, J.R. Toland, president and CEO, Savage, received the superior leadership award for the fourth time in eight years.

“Our people help define our culture, and we are fortunate to have an outstanding team that places clients first,” stated Toland. “When we place clients first, good things happen. This has been a hallmark of Savage since the very beginning in 1957. Now, across more than 170 associates and three locations, we’re more driven than ever.”

Being named a top workplace is based 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, such as alignment, execution, and connection.

Savage has offices in Maumee, Bowling Green, and Findlay, Ohio.

Third-party 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’s evaluation.

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