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What’s on our mind? You can read about it in our blog and get to now us better. Whether it’s something new at Savaglia Financial Advisors or ideas from the financial industry, you can read about it here. And once in a while, we may throw in a book review or some other surprise. So keep checking in. We’re glad to have you reading along.

Meet Dawn Ellis

Meet Dawn Ellis

By Jessica Reiff

This month's SFA Spotlight, we’re excited to feature Dawn Ellis, one of our Client Services Representatives whose caring personality, attention to detail, and commitement to building lasting relationships help every client feel welcomed, supported, and valued. 

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Meet Miguel Estrada

Meet Miguel Estrada

By Jessica Reiff 

This month's SFA Spotlight, we're excited to introduce Miguel Estrada, our Financial Planning Intern. While he's only been with SFA for a few short weeks, his enthusiasm for learning, passion for helping others, and genuine curiosity about the financial planning profession have already made a lasting impression on our team.

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Meet Ron DuKatz

Meet Ron DuKatz

By Jessica Reiff

This month's SFA Spotlight, we're excited to feature Ron DuKatz, our Chief Operations Officer, whose problem-solving mindset, steady leadership, and genuine care for people help keep SFA running smoothly behind the scenes.

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Meet Larry Dreher

Meet Larry Dreher

By Jessica Reiff

This month's SFA Spotlight, we're excited to feature Larry Dreher, one of our experienced Financial Advisors who brings wisdom, warmth, and decades of perspective to our team.

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Meet Heidi Janiszewski

Meet Heidi Janiszewski

By Jessica Reiff

This month's SFA Spotlight, we’re excited to feature Heidi Janiszewski, one of our Client Services Representatives whose warmth, patience, and smile set the tone the moment you walk through our doors or call our office.

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We've Been Featured in a Local Magazine

We've Been Featured in a Local Magazine

By Crystal Sdano

Oak Creek Neighbors Magazine recently published an interview with me which included the story of  Savaglia Financial Advisors.   To read more, click the button below. 

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The Start of a New Era at Savaglia Financial Advisors

The Start of a New Era at Savaglia Financial Advisors

By Don Savaglia

I have exciting and important news to share with our clients!  I'm thrilled to announce that on January 1 2023, Crystal Sdano has become the new owner and CEO of Savaglia Financial advisors.

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How a Radio Commercial "Tuned" into a Valuable Life Lesson

How a Radio Commercial "Tuned" into a Valuable Life Lesson

By Crystal Sdano

I recently recorded a radio commercial about my work with Savaglia Financial Advisors with Carrie Wendt, the news director for the “Bob and Brian” show on 102.9 FM the HOG...

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What Does Legacy Mean to You?

What Does Legacy Mean to You?

By Larry Dreher

One definition of legacy is: “A gift of property, especially personal property, as money, by will; a bequest.”

While a will and an estate plan are important to your overall financial picture, I believe a second definition of legacy is more insightful: “Anything handed down from the past, as from an ancestor or predecessor.” ...

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