Team
At Savaglia Investments and Planning, we believe our team approach to financial planning adds a broader perspective to all we do, providing increased benefits for our clients. Our experienced, accessible professionals have helped many people just like you with many different issues and concerns, financially related and otherwise. We can help you create a planned approach that is designed to address your individual situation, at any stage in life.
Don Savaglia
CEO and Financial Advisor
I started this company in 1999 after working at a place that pressured advisors to push people into certain investments, even if that went against what the advisor thought was in the best interest of the client. I wanted to build a...
Tim Windler
Financial Advisor
Having been a teacher and a coach, I am deeply passionate about educating people on their financial well-being. In helping identify your needs and goals, I strive to talk you through the ‘what,’ ‘why’ and...
Crystal Sdano
Financial Advisor
After graduating from UW-Whitewater with a degree in finance with an emphasis in insurance, I spent 6 years in the public sector, working with school districts and municipalities on their life and disability insurance and helping...
Larry Dreher
Director of Client Services
414-768-1987
I had a successful, 31-year career in IT with a financial services company. When I was thinking about a second career, I wanted something that nurtured my passion for solving problems and helping people. When I combined that with my...
Karen Savaglia
Operations Compliance Manager
Heidi Janiszewski
Client Relationship Manager
I have been at Savaglia Financial Advisors since day one when it was only Don and me. There have been a lot of changes, (including a new millennium) since I started, but what hasn’t changed is that I still love taking care of our...
Jill Heise
Client Relationship Manager
Jake Brusewitz
COO - Chief Operating Officer
I was a long-time client before I came to work with Savaglia Financial Advisors. I spent a couple of decades with for a Fortune 500 company and have a Master's in International Business from Marquette University. I spend about 25...
Mike Goodwin*
Tax Manager
414-768-1987
*Mike Goodwin is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Mike is no way related to Cetera Advisor Networks LLC or its registered representatives.
Gracie Rose
Office Princess / Lap Warmer