Broker Check

Team

At Savaglia Financial Advisors, 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

414-768-1984

don@savaglia.com

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...

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Crystal Sdano

Financial Advisor

414-768-1984

crystal@savaglia.com

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...

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Karl Weizenicker

Financial Advisor

414-768-1984

Karl@savaglia.com

I’ve always valued customer service. I’ve always wanted to help people. When I was a kid, it was at my grandfather’s bait shop. Later, I managed a restaurant. Today, I bring that passion to life by ensuring clients...

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Karen Savaglia

Vice President of Client Services

414-768-1984

karen@savaglia.com

Most of my career has been spent in the financial industry and that is how I met my husband, Don. I am currently the Vice President of Client Services...

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Larry Dreher

Director of Client Services

414-768-1984

larry@savaglia.com

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...

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Jake Brusewitz

COO - Chief Operating Officer

414-768-1984

jake@savaglia.com

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...

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Heidi Janiszewski

Client Relationship Manager

414-768-1984

heidi@savaglia.com

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...

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Mikaela Grosz

Executive Assistant

414-768-1984

Mikaela@Savaglia.com

I recently graduated from Xavier University in the spring of 2021 with a degree in human resources and a minor in economics. I worked here as an intern in December of 2020 and knew this is where I wanted to begin my career. The...

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Mike Goodwin

Tax Manager

414-774-2343

414-774-1846

mike.goodwin@savaglia.com

Mike is not affiliated with Woodbury Financial Services, Inc. Any information provided by Mike is no way related to Woodbury Financial Services, Inc. or its registered representatives.

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Saber

Office Greeter

If I’m not busy napping or chewing on a bone, my job as an office greeter is to bark when you come in. I make sure everyone knows you are here so they can offer you a beverage and take care of you.

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Fido (Pronounced Fee-Do)

Lap Dog

If you'd like me to sit on your lap during a review I'm here for your support.

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Our office is located in Oak Creek, WI. We'd love to meet with you for a complimentary review of your portfolio. Please give us a call at 414-768-1984.