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 414-768-1984 [email protected] 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... Read more Tim Windler Financial Advisor 414-768-1984 [email protected] 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... Read more Crystal Sdano Financial Advisor 414-768-1984 [email protected] 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... Read more Larry Dreher Director of Client Services 414-768-1984 414-768-1987 [email protected] 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... Read more Karen Savaglia Operations Compliance Manager 414-768-1984 [email protected] Most of my career has been spent in the financial industry and that is how I met my husband, Don. I am currently the Compliance OSJ Branch Manager for the office and you’ll likely see me when coming in for paperwork signings.... Read more Heidi Janiszewski Client Relationship Manager 414.768.1984 [email protected] 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... Read more Jill Heise Client Relationship Manager 414-768-1984 [email protected] 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... Read more Jake Brusewitz COO - Chief Operating Officer 414-768-1984 [email protected] 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... Read more Mike Goodwin* Tax Manager 414-768-1984 414-768-1987 [email protected] *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. Read more 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. Read more 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... Read more 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.