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Team

At Savaglia Investments and Planning, we believe our team approach 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 | Financial Advisor | Wealth Manager

414.768.1984 x110

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

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Jake started with Savaglia Investments and Planning in the summer of 2017. He has his Master's in Business from Marquette University and has worked for years in global information technology management. You may recognize him from our...

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As a personal financial advisor, Tim seeks to assist, empower, and educate his clients along their financial journey. A 2012 graduate of the University of Wisconsin–Whitewater, Tim joined the Savaglia team in 2015 after beginning...

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Crystal is dedicated to growing personally and professionally within the finance industry. Her undergrad was spent studying finance with an emphasis in insurance at The University of Wisconsin-Whitewater. She started with Savaglia...

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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...

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

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Jill Heise

Director, Marketing and Client Services

414-768-1984

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!...

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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...

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Saber

Office Greeter

Saber is our hypoallergenic office greeter. He came highly recommended and is great with clients ......when he isn't napping.....or chewing on a bone......

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Gracie Rose

Office Princess / Lap Warmer

Gracie Rose is a one year old, 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.

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