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.

Find a financial professional by name:

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Steve Morr

Financial Professional

Joel Tschantz

Financial Representative

Kyle Schimming

Investment Advisor Representative

Joan Canning

Human Resource Consultant

Julie Fullerton

Benefits Advisor*

Lincoln Boyle

Financial Advisor

Katie Hire

Financial Representative

John Metzger

Financial Advisor

Mike Snyder

Financial Advisor and Benefits Consultant

Ryan Savage CFP®

Certified Financial Planner®

Andrew Smigelski

Financial Advisor

Lily Phommalee

Financial Advisor

Steve Howard

Investment Advisor Representative

Damian Ogrodowski

Investment Advisor Representative

David Cornwell

Wealth Advisor

Mark Smigelski

Financial Advisor

Tom Lindsay

Financial Advisor

Brian McCabe

Financial Advisor

Lauren Myers

Financial Advisor

Mickey Rosenberg

Investment Advisor Representative

Dennis Rife

Financial Advisor

Mark Smith

Financial Advisor

R.J. Rajner

Employee Benefits Consultant*

Connor McCann

Financial Advisor

Bill Kanary

Investment Advisor Representative

Jimmy Fuleky

Financial Advisor

Kelly Savage

Financial Advisor

Drew Paule

Financial Advisor

Curtis W. Frisch ChFC® CFP®

Certified Financial Planner™

Jason Elchert

Investment Advisor

Kevin Intagliata

Employee Benefits Advisor*

Ryan Dauterman

Investment Advisor Representative

Lou Ramirez

Investment Advisor Representative

Tamy Pfaff

Financial Advisor

Jonathan J. Brimley AIF®

Financial Advisor

Chris Buck

Employee Benefit Consultant*

Russ Karban

Vice President, Investment Advisor

Jerry Brandman

Financial Representative

Jamie Monagan

Financial Advisor

Bob Koenigbauer

Financial Advisor

Pat Paule

Employee Benefit Consultant*

Scott Walsh

Emeritus, Vice President of Employee Benefits; Investment Advisor Representative

Matt Holzemer

Employee Benefit Consultant*

Megan Rightnowar

Financial Advisor

Gary LeSage, AIF®, CFP®

Investment Advisor Representative

Steve Milewski

Financial Advisor

Joshua Holzemer

Employee Benefits Consultant*

Braden Dauterman

Financial Advisor

Wayne Milewski

Financial Advisor

Tony Desch

Financial Advisor

Jeff Marchal

Employee Benefit Consultant

Dan Finkel

Financial Advisor

Phil Johnson

Financial Advisor

Mikayla Becker

Insurance and Senior Benefits Consultant*

Nick Rightnowar

Financial Advisor

Chandler Fitzgerald

Financial Advisor

Sean Savage CFP®

Certified Financial Planner®

Jake Cox

Group Benefits Consultant*

Tom LeStrange

Investment Advisor Representative

Joel Salazar

Investment Advisor Representative

Joey Hoppenjans

Financial Advisor

Scott Toland

Financial Advisor

Connor Judy

Financial Advisor

J.R. Toland

President and CEO

Jeffrey A. Turner

Investment Advisor Representative

Robert Savage

Past President*

Steve Cochran

Investment Advisor Representative