Client-centered approach, and a passion to serve

Kelly Savage's passion is listening to individuals talk about their dreams and goals, and then using her expertise to help them achieve those things. Since 1993, she's been privileged to help individuals develop sound financial plans and incorporate tools into those plans that protect their families should something unexpected happen along the way. Kelly is a life and qualifying member of the Million Dollar Round Table and an accredited Investment Fiduciary.

Kelly loves giving back to the community that has done so much for her. Growing up, she heard her father say time and again, “Your job is to serve, not to be served.” John Savage's message resonated with Kelly and became the words by which she lives.

Kelly has served on numerous boards throughout the years including The American Cancer Society, Harbor Behavioral Health Care, and the Million Dollar Round Table Foundation’s Worldwide Grant Committee. Currently, she serves on the University of Toledo’s Athletic Committee and is the chairperson of the Savage Foundation Golf Classic.

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.


Kelly graduated from Notre Dame Academy in 1986, and from The University of Toledo in 1990 with a bachelor’s degree in marketing. Kelly played college basketball at UT, and she is the Rockets’ all-time scoring leader with 1,677 points.


Securities Registered in AZ, CA, CO, FL, GA, HI, IA, IL, IN, KY, MD, MI, NY, OH, VA

Securities Registration Series 7 and 63

Securities Designations
AIF® Accredited Investment Fiduciary
Life and Health License


Kelly and her husband, Kim, live in Maumee, Ohio. They enjoy golfing and watching all types of sporting events as well as helping the less fortunate. Kelly is especially active with the University of Toledo women’s basketball program.

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.
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