Savage announced today the addition of new partners to our firm. Each with more than 20 years of experience with Savage, the new partners include:
- Tony Desch, financial advisor
- Jason Elchert, financial professional (Findlay)
- Matt Holzemer, employee benefit consultant
- Gary LeSage, certified financial planner
- Steve Milewski, financial advisor
- Steve Morr, financial professional
- Pat Paule, employee benefit consultant (Bowling Green)
- Lou Ramirez, investment advisor representative
- Mark Smith, financial advisor
Savage sought to create a new structure that would create viability for a more robust future for the company. Just as the firm expanded from insurance to securities four decades ago, group benefits shortly after, added mortgage services nearly 20 years ago, and entered an exciting era when the new headquarters was completed in January 2019, evolution has taken place at numerous other milestones throughout the 64-year history.
The change ensures a bright outlook with continued advancement and progress in all facets of the firm.
“As Savage continues to grow, we have an even brighter future ahead as this partnership and relationship with these seasoned and very well respected professionals in our industry ensures the legacy of our firm will thrive for another 60 years,” stated J.R. Toland, president and CEO, Savage and Associates. “This is an exceptionally talented group of individuals, each with unique skills sets and areas of expertise, who will help us continue to provide great value to our clients. This partnership ensures that our independent firm, remains just that – independent years into the future just as we have been since our start in 1957. The partnership creates consistency, broadens the ownership structure, and helps us preserve the strength and future of the firm.”
Together, the new partners provide an extensive list of services and products to clients across the nation including specialization in investment and wealth management, trust and estate planning, financial wellness, tax planning, life insurance, retirement plans, employee and individual benefits, and more.
They join current partners, J.R. Toland (Savage President and CEO), Phil Johnson, Russ Karban, Kelly Savage, Mark Smigelski, Joel Tschantz, and Scott Walsh.