Broker Check

Your Team

*Individual is not affiliated with Osaic Wealth.

Michael  Savolt

Michael Savolt

Founder, Wealth Advisor

Bryan  Grant, ChFC

Bryan Grant, ChFC

Partner, Wealth Advisor

Chase  Vande Yacht

Chase Vande Yacht

Partner, Wealth Advisor

Dominic  Reinerio

Dominic Reinerio

Partner, Wealth Advisor

*Jill  Schoenwalder, EA

*Jill Schoenwalder, EA

Director of Tax Services

*Kris Mlinar

*Kris Mlinar

Human Resources Manager

Adam Katch, MBA

Adam Katch, MBA

Strategy and Operations Director

Brian Hermes

Brian Hermes

Wealth Advisor

*Chris Thelen

*Chris Thelen

Licensed Agent / Retirement Risk Analyst

Melissa Jones, CRPC

Melissa Jones, CRPC

Retirement Advisor

Debbie  Moore

Debbie Moore

Senior Assistant

Abbey  Pilgrim

Abbey Pilgrim

Senior Assistant

*Laura De La Torre

*Laura De La Torre

Administrative Services Team Leader

*Ellen  DeKeyser

*Ellen DeKeyser

Facilities and Events Planner

*Leslie Ireland

*Leslie Ireland

De Pere Office Coordinator

*Abby Savolt, CPA

*Abby Savolt, CPA

Certified Public Accountant

*Barb Lewis, CPA

*Barb Lewis, CPA

Certified Public Accountant

*Cheryl  Alderson, CPA

*Cheryl Alderson, CPA

Certified Public Accountant

*Nikki Coolman, CPA

*Nikki Coolman, CPA

Certified Public Accountant

*Ross Helein, CPA

*Ross Helein, CPA

Certified Public Accountant

*Tom  Servais, CPA

*Tom Servais, CPA

Certified Public Accountant

*Eric  Jensen, EA

*Eric Jensen, EA

Enrolled Agent

*Tammy  Baldwin, EA

*Tammy Baldwin, EA

Senior Accountant

*Colleen Srnka, CMA

*Colleen Srnka, CMA

AFSP Tax Professional

*Dawn  Heckmann

*Dawn Heckmann

Tax Professional

*Diane Shea

*Diane Shea

Tax Professional

*Jacci Nickel

*Jacci Nickel

Tax Professional

*Jody  Duckart

*Jody Duckart

Tax Professional

*Kelsey Wickstrom

*Kelsey Wickstrom

Tax Professional

*Alex Green

*Alex Green

Tax Administrator

*Ann Rosenberg

*Ann Rosenberg

Tax Administrator

*Bob Dunkel, EA

*Bob Dunkel, EA

Tax Administrator

*Jan Kasper

Tax Administrator

*Mark Goltz

*Mark Goltz

Tax Administrator

*Olga Kamschulte

*Olga Kamschulte

Tax Assistant

*Ann Shefchik

*Ann Shefchik

Payroll Administrator

Katie Weinschenk

Katie Weinschenk

Registered Investment Assistant

Jake  Vande Voort

Jake Vande Voort

Investment Operations Associate

Amy Luckeroth

Amy Luckeroth

Investment Assistant

Janelle Sundquist

Janelle Sundquist

Investment Assistant

Jessica Eschelweck

Jessica Eschelweck

Investment Assistant

Julie  Christensen

Julie Christensen

Investment Assistant

Kim Keehan

Kim Keehan

Investment Assistant

Kristine Grzybowski

Kristine Grzybowski

Investment Assistant

*Carissa Baeb

*Carissa Baeb

Client Relations

*Cathy  Ruben

*Cathy Ruben

Client Relations

*Dawn Daul

Client Relations

*Jana Ostrowski

*Jana Ostrowski

Client Relations

*Jessica Aldrich

*Jessica Aldrich

Client Relations

*Heidi Garner

*Heidi Garner

Client Relations

*Sandy Matthews

*Sandy Matthews

Client Relations

*Stacy Baeb

*Stacy Baeb

Client Relations

*Reese Darga

Tax Intern