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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Need help finding a financial professional? We’ll match you to a professional who can best help you achieve your goals. Contact Us.

Evan Moncur

Evan Moncur

Associate

Headshot Photo of Steve Morr

Steve Morr

Financial Professional

Headshot Photo of Zach Lucas

Zach Lucas

Investment Advisor Representative

Headshot Photo of Gary LeSage

Gary LeSage

Investment Advisor Representative

Bob Koenigbauer

Bob Koenigbauer

Investment Advisor Representative

Headshot Photo of Tom Lindsay

Tom Lindsay

Investment Advisor Representative

Headshot Photo of Mike Snyder

Mike Snyder

Employee Benefit Consultant

Headshot Photo of Dan Finkel

Dan Finkel

Investment Advisor Representative

John Metzger

John Metzger

Investment Advisor Representative

Headshot Photo of Mickey Rosenberg

Mickey Rosenberg

Investment Advisor Representative

Dan Turnwald

Dan Turnwald

Associate

Curtis Frisch

Curtis W. Frisch CFP®

Certified Financial Planner™

Headshot Photo of John Campbell

John Campbell

Investment Advisor Representative

Headshot Photo of Nick Rightnowar

Nick Rightnowar

Financial Advisor

Headshot Photo of Lou Ramirez

Lou Ramirez

Investment Advisor Representative

Headshot Photo of Matt Holzemer

Matt Holzemer

Employee Benefit Consultant

Headshot Photo of Russ Karban

Russ Karban

Investment Advisor Representative

Joshua Holzemer

Joshua Holzemer

Employee Benefits Consultant

Benjamin Klopping

Benjamin Klopping

Financial Representative

Ryan Savage

Ryan Savage

Financial Advisor

Headshot Photo of Tom LeStrange

Tom LeStrange

Investment Advisor Representative

Headshot Photo of R.J. Rajner

R.J. Rajner

Employee Benefits Consultant

Andrew Smigelski

Andrew Smigelski

Investment Professional

Headshot Photo of Scott Walsh

Scott Walsh

Investment Advisor Representative

Monica Miller

Monica Miller

Associate

Jonathan J. Brimley

Jonathan J. Brimley

Investment Advisor Representative

Headshot Photo of Steve Milewski

Steve Milewski

Financial Advisor

Julie Fullerton

Julie Fullerton

Benefits Advisor

Headshot Photo of Damian Ogrodowski

Damian Ogrodowski

Investment Advisor Representative

Headshot Photo of Ryan Dauterman

Ryan Dauterman

Investment Advisor Representative

Headshot Photo of Kelly Savage

Kelly Savage

Investment Advisor Representative

Jason Elchert

Jason Elchert

Financial Professional

Headshot Photo of Larry Klotz

Larry Klotz

Investment Advisor Representative

Megan Savage Rightnowar

Investment Advisor Representative

Carleton

Carleton “Holly” Hollister

Investment Advisor Representative

Brian McCabe

Brian McCabe

Financial Advisor

Scott Toland

Scott Toland

Associate

Headshot Photo of Kyle Schimming

Kyle Schimming

Investment Advisor Representative

Headshot Photo of Wayne Peck

Wayne Peck

Investment Advisor Representative

Headshot Photo of Jerry Brandman

Jerry Brandman

Financial Representative

MiKayla Becker

Mikayla Becker

Insurance Agent

Lincoln Boyle

Lincoln Boyle

Investment Advisor Representative

Nick Frisbee

Nick Frisbee

Associate

Headshot Photo of Mark Smigelski

Mark Smigelski

Financial Advisor

Headshot Photo of Jeff Marchal

Jeff Marchal

Employee Benefit Consultant

Joel Tschantz

Joel Tschantz

Financial Representative

Headshot Photo of Steve Cochran

Steve Cochran

Investment Advisor Representative

Headshot Photo of Phil Johnson

Phil Johnson

Financial Professional

Headshot Photo of Robert Savage

Robert Savage

Past President

Headshot Photo of Sean Savage

Sean Savage

Financial Advisor

Headshot Photo of J.R. Toland

J.R. Toland

President and CEO

Tony Desch

Tony Desch

Financial Advisor

Headshot Photo of Mark Smith

Mark Smith

Financial Advisor

Adam Glaser

Adam Glaser

Investment Advisor Representative

Headshot Photo of Jake Cox

Jake Cox

Group Benefits Consultant

Toni Douglas

Toni Douglas

Employee Benefits Advisor

Headshot Photo of Chris Buck

Chris Buck

Employee Benefit Consultant

Headshot Photo of Pat Paule

Pat Paule

Employee Benefit Consultant

Headshot Photo of Wayne Milewski

Wayne Milewski

Financial Professional

Photo of Bill Kanary

Bill Kanary

Investment Advisor Representative

Headshot Photo of Steve Howard

Steve Howard

Investment Advisor Representative

Headshot Photo of Joel Salazar

Joel Salazar

Investment Advisor Representative

Headshot of Tamy Hagan

Tamy Hagan

Financial Representative

Katie Hire

Katie Hire

Financial Representative

Headshot Photo of Jeffrey Turner

Jeffrey A. Turner

Investment Advisor Representative

Craig Bruning

Craig Bruning

Financial Professional

Headshot Photo of Dennis Rife

Dennis Rife

Financial Advisor

Headshot Photo of Jamie Monagan

Jamie Monagan

Financial Advisor