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 Company Founder and Financial Advisor 414-768-1984 firstname.lastname@example.org 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 Crystal Sdano CEO and Financial Advisor 414-768-1984 email@example.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... Read more Larry Dreher Financial Advisor 414-768-1984 firstname.lastname@example.org 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 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... Read more Karen Savaglia Vice President of Client Services 414-768-1984 email@example.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... Read more Ron DuKatz Chief Operations Officer (414)768-1984 firstname.lastname@example.org 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... Read more Heidi Janiszewski Client Relationship Manager 414-768-1984 email@example.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... Read more Mikaela Grosz Executive Assistant 414-768-1984 Mikaela@Savaglia.com The first person you may hear when calling Savaglia Financial Advisors (SFA) is me, Executive Assistant Mikaela Grosz … Kenosha native, graduate of Xavier University (class of 2021), helpful and welcoming, and recent fur mom to... Read more Mike Goodwin Tax Manager 414-774-2343 414-774-1846 firstname.lastname@example.org 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. 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 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. 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.