SJS Team
Meet Your Team
Our team of wealth management professionals and financial advisors in Toledo, Perrysburg, Chicago, and Scottsdale have deep expertise, diverse perspectives, and a shared passion for putting your interests first. Each team member is committed to delivering personalized advice and exceptional service. Get to know the people who will guide your financial journey and learn more about their backgrounds, credentials, and how they’ll work together to help you achieve your goals.
Scott J. Savage
Founder & CEO*
Kevin Kelly, CFA
President, Chief Compliance Officer*
Jennifer Smiljanich, CFP®
Managing Director, Senior Advisor - Arizona*
Jeff Yost
Managing Director, Client Services Director
Thomas Kelly, CFA
Chief Investment Officer, Senior Advisor*
Meredith Sleet
Executive Assistant
Kirk Ludwig, AIF®
Senior Advisor, Director of Institutional
Investment Management*
Gary Geiger, CLU®, AIF®
Senior Advisor
Andrew Schaetzke, CFP®
Senior Advisor*
Bobby Adusumilli, CFA
Advisor, Compliance Director
Austin Grizzell, CFP®, CPWA®
Advisor*
Lisa Denstorff
Client Services Manager
Ryan Walter
Client Services Specialist
Katie Cristofoli
Associate Advisor
Katie Floyd
Associate Advisor
Molly LaClair
Associate Advisor
Rae Navarre
Marketing Director
* Investment Committee Member
If you are interested in joining our Team, please see our Careers page.
Schedule a Discovery Meeting
We’re here to help you live the life you love, care for the people you cherish, and achieve your dreams. Reach out today to schedule your complimentary discovery meeting and take the first step toward achieving your financial goals.
Call (800) 434-4406, fill out the form below or visit our Contact page for more information.