Team

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...

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...

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...

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...

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...

Client service at Savaglia Financial Advisors is a team approach that has multiple points of engagement.As the Chief Operating Officer, I (Ronald DuKatz) am one of those critical points of client services that you may overlook but that...

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...

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.

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.

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