Broker Check

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 x110

[email protected]

Don Savaglia started this company in 1999 and has over 20 years of experience as a Financial Advisor. Don has a passion for making an impact on the lives of his clients and helping them secure a future through retirement...

Read more

Tim Windler

Financial Advisor

414-768-1984

[email protected]

As a personal financial advisor, Tim seeks to assist, empower, and educate his clients along their financial journey. Tim is an avid golfer, referees high-school and college basketball games, and coaches high-school soccer.

Read more

Crystal Sdano

Financial Advisor

414-768-1984

[email protected]

Crystal is an avid gardener, keeper of chickens, and a novice wine-maker.

Read more

Larry Dreher

Director of Client Services

414-768-1984

414-768-1987

[email protected]

Larry is the newest member of the financial staff. He came to us after a first career in IT.Larry's hobbies include reading about finance, thinking about finance, talking about finance, and fireworks.

Read more

Karen Savaglia

Operations Compliance Manager

414.768.1984

[email protected]

Karen is co-owner of Savaglia Investment & Planning and is the Compliance OSJ Branch Manager for the office.

Read more

Heidi Janiszewski

Client Account Administrator

414.768.1984

[email protected]

Heidi has been a staple at Savaglia Investments & Planning since 1999. Clients feel at home and well taken care of with Heidi's client centric approach. Heidi has lived in Oak Creek all of her life and has been happily married to her...

Read more

Jill Heise

Director, Marketing and Client Services

414-768-1984

[email protected]

Jill graduated with her Bachelors degree from the University of Milwaukee with a double major in Human Resources and Marketing and a minor in Economics. After years of being a client at Savaglia, she decided to join the team in 2013!...

Read more

Jake Brusewitz

COO - Chief Operating Officer

414-768-1984

[email protected]

Jake was a client years before he came to work with Savaglia Investments and Planning in the summer of 2017. He has his Master's in Business from Marquette University and worked for years in global information technology management.

Read more

Mike Goodwin

Tax Manager

414-768-1984

414-768-1987

[email protected]

Mike joined us in 2015 as our Tax Manager and he helps us provide tax preparation and E-Filing services. Mike recently retired from NML after 35 years as a Finance Manager. He has prepared taxes for over 31 years. If you (or your...

Read more

Saber

Office Greeter

Saber is our six year old, hypoallergenic, Labradoodle. As an office greeter, he is great with clients ......when he isn't napping.....or chewing on a bone......
Read more

Gracie Rose

Office Princess / Lap Warmer

Gracie Rose is a three year old, hypoallergenic, 10 pound Teddy. She loves to greet you at the door and jump on your lap. She is such a lover and just wants you to feel welcome.
Read more

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