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

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Advisors

Advisor photo for Jason Klein

Jason Klein

APMA

Financial Advisor

Managing Partner of OsborneKlein
Visit Jason Klein's website
Advisor photo for Shaun Osborne

Shaun Osborne

CFP®, CRPC, CFS®

Private Wealth Advisor

Managing Partner of OsborneKlein
Visit Shaun Osborne's website
Advisor photo for Paul Mysliwiec

Paul Mysliwiec

ChFC®, CLU®, CRPC

Private Wealth Advisor

Visit Paul Mysliwiec's website
Advisor photo for Carla Grimes-Ooyevaar

Carla Grimes-Ooyevaar

Financial Advisor

Visit Carla Grimes-Ooyevaar's website
Advisor photo for Gregory J Chimner

Gregory J Chimner

Financial Advisor

Visit Gregory J Chimner's website
Advisor photo for Jackie Antone

Jackie Antone

APMA

Financial Advisor

Investment Manager
Visit Jackie Antone's website
Advisor photo for Jeff Wynder

Jeff Wynder

Financial Advisor

Operations Manager
Visit Jeff Wynder's website
Advisor photo for Jared Mysliwiec

Jared Mysliwiec

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Jared Mysliwiec's website
Advisor photo for AJ Srmek

AJ Srmek

CFP®, CFA®

Financial Advisor

Operations Manager
Visit AJ Srmek's website
Advisor photo for Jeffrey Neill

Jeffrey Neill

Financial Advisor

Business Development Manager
Visit Jeffrey Neill's website
Advisor photo for Austin Willson

Austin Willson

Financial Advisor

Visit Austin Willson's website
Advisor photo for Cyrus Clausen

Cyrus Clausen

BFA, CRPC

Financial Advisor

Visit Cyrus Clausen's website
Advisor photo for Julie Powers

Julie Powers

Financial Advisor

Visit Julie Powers's website
Advisor photo for Nicholas Kelly

Nicholas Kelly

Associate Financial Advisor

Visit Nicholas Kelly'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

  • Facilitates business processing after client meetings
  • Coordinates client meeting activity
  • Answering account related questions and assist with processing needs
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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
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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Michael Brown

Michael Brown

Client Service Specialist

Qualifications

  • Western Michigan University
  • 3 + 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
  • Implement key marketing activities
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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

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Leah Walker

Leah Walker

Client Service Specialist

Qualifications

  • North Central Michigan College
  • 16+ Years 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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Stevii Krol

Stevii Krol

Client Service Specialist

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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Eric Fitzwilliams

Eric Fitzwilliams

Financial Planning Specialist

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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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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Mark Steeby

Mark Steeby

Client Service Coordinator

Lauren Zach

Lauren Zach

Receptionist

Nicolas Cugier

Nicolas Cugier

Marketing Specialist

Roles & Responsibilities

  • Marketing Strategy
  • Advertising and Communication
  • Social Media Marketing
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