Our Partnership with Savage & Associates

R. L. Dauterman Wealth Management is proud to partner with the firm, Savage & Associates. Savage has a long history of excellence dating back to its founding in 1957 by the late John F. Savage. We share similar core values of Integrity, Client Focus, Accountability, Excellence, and Balance. Savage provides us with the tools necessary to provide a championship level of service, with facilities and staff support in important areas such as information technology, operations, compliance, investment processing, and risk management. Additionally, our partnership with Savage provides the ability to collaborate with advisors specializing in key financial areas such as group health insurance, individual health Insurance, Medicare supplements, mortgages, and company retirement plans, and allows us to provide a wide variety of expert services.

Specialists

Tamy Pfaff

Tamy (Hagan) Pfaff

Individual Health Insurance and Medicare Supplement Specialist

Patrick Paule**

Patrick Paule**

Employee Benefit Consultant - Group Benefits and Individual Health Insurance Specialist

Jeff Marchal

Jeff Marchal

Employee Benefit Consultant

Damian Ogrodowski

Damian Ogrodowski

Individual Health Insurance Specialist

Russell Karban

Russell Karban

401(k) Plan Specialist – Savage & Associates Vice President and Managing Executive

Kyle Schimming

Kyle Schimming, AIF^©

Investment Advisor Representative, Associate Wealth Advisor

(419) 725-7752

kyle.schimming@savageandassociates.com

Operations

JR Toland

JR Toland

Savage & Associates President & CEO

Marianne Peters*

Marianne Peters*

Director of People and Performance

Dan Dunphy*

Dan Dunphy*

Controller

Compliance and Supervision

Melissa Humm

Melissa Humm

Senior Supervision and Compliance Officer

Investment Department

Emily Boyle

Emily Boyle

Investment Department Administrator

Information Technology

Matt Matuga*

Matt Matuga*

IT Director

Risk Management

Kevin Baumeier*

Kevin Baumeier*

Internal Risk Management Specialist

Mortgage Services

Billy Horn**

Billy Horn**

Mortgage Loan Officer

*Individual is not registered with Royal Alliance Associates, Inc.

**Individual is not affiliated with Royal Alliance Associates, Inc.