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
Patrick Paule*
Employee Benefit Consultant - Group Benefits and Individual Health Insurance Specialist
Jeff Marchal
Employee Benefit Consultant
Damian Ogrodowski
Individual Health Insurance Specialist
Julie Fullerton *
Individual Healthcare Benefits and Medicare Supplements
Kyle Schimming, AIF©
401(k) Plan Specialist
Operations
Compliance and Supervision
Melissa Humm
Senior Supervision and Compliance Officer
Investment Department
Emily Boyle
Investment Department Administrator
Information Technology
Ken Foster
IT Support Specialist
Risk Management
Kevin Baumeier
Internal Risk Management Specialist
Mortgage Services
Billy Horn*
Mortgage Loan Officer
*Individual is not affiliated with Osaic Wealth, Inc.