OsborneKlein

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for OsborneKlein
Team photo for OsborneKlein

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Advisors

Jason Klein

APMA

Financial Advisor

Managing Partner of OsborneKlein
Visit Jason Klein's website

Shaun Osborne

CFP®, CFS®

Private Wealth Advisor

Managing Partner of OsborneKlein
Visit Shaun Osborne's website

Paul Mysliwiec

ChFC®, CLU®, CRPC

Private Wealth Advisor

Visit Paul Mysliwiec's website

Gregory J Chimner

CRPC, CLTC®, RICP®

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Gregory J Chimner's website

Jackie Antone

APMA

Financial Advisor

Investment Manager
Visit Jackie Antone's website

Carla Grimes-Ooyevaar

Financial Advisor

Visit Carla Grimes-Ooyevaar's website

Cyrus Clausen

BFA, CRPC, APMA

Financial Advisor

Visit Cyrus Clausen's website

Ted Himelhoch

CRPC

Financial Advisor

Visit Ted Himelhoch's website

Julie Powers

Financial Advisor

Visit Julie Powers's website

Shane D Winkelmann

Financial Advisor

Visit Shane D Winkelmann's website

Jeff Wynder

CRPC

Financial Advisor

Operations Manager
Visit Jeff Wynder's website

Jacob Miller

CFP®, APMA

Financial Advisor

Visit Jacob Miller's website

Jeffrey Neill

Financial Advisor

Business Development Manager
Visit Jeffrey Neill's website

Jared Mysliwiec

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Jared Mysliwiec's website

Ben Whitaker

APMA

Financial Advisor

Financial Planning Analyst
Visit Ben Whitaker's website

Austin Willson

Financial Advisor

Visit Austin Willson's website

Chassity Hood

CFP®

Financial Advisor

Visit Chassity Hood's website

Eric Fitzwilliams

Associate Financial Advisor

Visit Eric Fitzwilliams's website


Team

Donald Stoner

Donald Stoner

Operations Director,

Senior Vice President of OsborneKlein

Qualifications

  • Licensed in series 7, 63, 65, 24, 9, 10 and various insurance licenses
  • 20 years in the financial services industry

Roles & Responsibilities

  • Chief Operating Officer
  • Provides leadership to the design, enhancement, reporting and oversight of the Firm's systems, processes, workflows, procedures, human resources, recruiting and training
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Anissa Kindt

Anissa Kindt

Practice Manager

Qualifications

  • Baker College – Business Administration Management/Marketing
  • 20+ years experience in the financial services industry

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Client service and transactions
  • Answering account related questions and assist with processing needs
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Krissy Greiner

Krissy Greiner

Practice Manager

Qualifications

  • Davenport University – Management
  • 7 + years experience in the Customer Service Industry

Roles & Responsibilities

  • Develops and implements plans to ensure compliance of workers with established programs, procedures and practices
  • Reviews recapitulation of daily transactions to ensure accordance with rules and regulations of government agencies, regulatory bodies, and securities exchanges
  • Analyze and improve overall operations within the practice to provide outstanding customer service to our clients
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Kelli Felmeden

Kelli Felmeden

Client Relationship Manager

Charles Frieler

Charles Frieler

Insurance Specialist

Qualifications

  • Chartered Life Underwriter
  • Series 7, 65, 63, 6 Life and Health
  • Over 20 years of experience as an Advisor, Insurance Wholesaler and Leader

Roles & Responsibilities

  • Design insurance policies and provide risk management advice to Advisors and Clients.
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Randy E Orwig

Randy E Orwig

Paraplanner

Qualifications

  • BAA-Bachelor Business Administration - Western Michigan University - Kalamazoo, MI, 1977

  • CRPC™ Chartered Retirement Planning Counselor™

  • RICP© Retirement Income Certified Professional©

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Michael Bevins

Michael Bevins

Client Service Specialist,

Paraplanner
Frederique Pfeiffer-Buongiorno

Frederique Pfeiffer-Buongiorno

Executive Assistant,

Client Relationship Manager

Roles & Responsibilities

  • Scheduling and Confirming Client Meetings
  • Meeting Materials & Performance Report Preparations
  • Client Relationship Based Communications, Seasonal Cards, and Facebook/Social Media Page Management
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Amy Hamp

Amy Hamp

Client Service Manager

Qualifications

  • 20 + years experience in the Customer Service Industry

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Client service and transactions
  • Answering account related questions and assist with processing needs
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Joellen Croft

Joellen Croft

Client Service Manager

Qualifications

  • Michigan State University
  • 20+ years of experience in the financial services industry

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Client service and transactions
  • Answering account related questions and assist with processing needs
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Lisa Thornton

Lisa Thornton

Client Service Manager

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Client service and transactions
  • Answering account related questions and assist with processing needs
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Michael Brown

Michael Brown

Client Service Specialist

Personal Intro

Team Lead

Qualifications

  • Western Michigan University
  • 4 + years experience in the Customer Service Industry

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Client service and transactions
  • Answering account related questions and assist with processing needs
  • Task and training delegation for Client Service team
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Shamari Browning

Shamari Browning

Client Service Specialist

Qualifications

  • Kalamazoo College
  • 3+ Years Experience in Customer Service and Finance Industry

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Client service and transactions
  • Answering account related questions and assist with processing needs
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Makenna Grezlik

Makenna Grezlik

Client Service Specialist

Qualifications

  • BAA - Personal Financial Planning Major, General Business Minor, Gender Women Studies Minor - Western Michigan University - Kalamazoo, MI, 2023

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Client service and transactions
  • Answering account related questions and assist with processing needs
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Stevii Krol

Stevii Krol

Client Service Specialist,

Marketing Consultant

Qualifications

  • Ferris State University - Social Work
  • 12 Years Experience in Customer Service

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Client service and transactions
  • Answering account related questions and assist with processing needs
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Veronica Laske

Veronica Laske

Client Service Specialist

Anna Card

Anna Card

Client Service Specialist

Bryce Blue

Bryce Blue

Financial Planning Specialist,

Client Service Specialist

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Answering account related questions and assist with processing needs
  • Establish and update client financial plans
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Jason Erhardt

Jason Erhardt

Financial Planning Specialist,

Client Service Specialist

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Answering account related questions and assist with processing needs
  • Establish and update client financial plans
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Blake Wohlwend

Blake Wohlwend

Financial Planning Specialist

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Answering account related questions and assist with processing needs
  • Establish and update client financial plans
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Zachary Petty

Zachary Petty

Client Service Manager

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Client service and transactions
  • Answering account related questions and assist with processing needs
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Mark Steeby

Mark Steeby

Client Service Coordinator

Roles & Responsibilities

  • Manage advisor opportunity tracking
  • Client account beneficiary tracking
  • Cash reporting
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Sandy Grantham

Sandy Grantham

Administrative Assistant

Qualifications

  • 25+ years experience of office management in financial and legal services

Roles & Responsibilities

  • Office Accounting/Human Resources
  • Leadership support
  • Facilities maintenance
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Lauren Zach

Lauren Zach

Receptionist

Nicolas Cugier

Nicolas Cugier

Marketing Manager

Qualifications

  • MBA Marketing and Entrepreneurship Majors - Graduated in 2016

Roles & Responsibilities

  • Marketing Strategy
  • Advertising and Communication
  • Social Media Marketing
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Trammell Lindstrom

Trammell Lindstrom

Financial Planning Specialist

Mason Tolentino

Mason Tolentino

Financial Planning Specialist

Layne Ridderman

Layne Ridderman

Financial Planning Specialist

Jacob Olvitt

Jacob Olvitt

Marketing Specialist