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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Tim Windler

Financial Advisor

414-768-1984

tim@savaglia.com

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...

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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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Larry Dreher

Director of Client Services

414-768-1984

414-768-1987

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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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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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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Jill Heise

Client Relationship Manager

414-768-1984

jill@savaglia.com

After 18 years as a Senior Corporate Recruiter in the insurance industry, and years of being a Savaglia client, I joined the Savaglia team in 2013. I enjoy forming good relationships with our clients – or should I say...

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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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Mike Goodwin

Tax Manager

414-768-1984

414-768-1987

mike.goodwin@savaglia.com

Mike Goodwin is not affiliated or registered with Woodbury Financial Services. Any information provided by Mike is no way related to Woodbury Financial Services 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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Gracie Rose

Office Princess / Lap Warmer

I’m Gracie Rose. I’m a hypoallergenic Teddy. If you need someone to warm your lap, you won’t have to ask me twice. Since I only weigh about 4 pounds, (A lady is allowed to tell a little lie about her weight.) you may...

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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.