OsborneKlein

It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.


Advisors

Shaun Osborne, Private Wealth Advisor serving the Portage, MI area - Ameriprise Advisors

Shaun Osborne

CFP®, CRPC®, CFS®

Private Wealth Advisor

Managing Partner of OsborneKlein
Visit Shaun Osborne's website
Randy E Orwig, Financial Advisor serving the Portage, MI area - Ameriprise Advisors

Randy E Orwig

CRPC®, CLTC®, RICP®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Randy E Orwig's website
Gregory J Chimner, Financial Advisor serving the Portage, MI area - Ameriprise Advisors

Gregory J Chimner

CRPC®, RICP®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Gregory J Chimner's website
Jackie Antone, Financial Advisor serving the Portage, MI area - Ameriprise Advisors

Jackie Antone

Financial Advisor

Investment Manager
Visit Jackie Antone's website
Jeff Wynder, Financial Advisor serving the Portage, MI area - Ameriprise Advisors

Jeff Wynder

CRPC®

Financial Advisor

Operations Manager
Visit Jeff Wynder's website
AJ Srmek, Financial Advisor serving the Portage, MI area - Ameriprise Advisors

AJ Srmek

CFP®

Financial Advisor

Operations Manager
Visit AJ Srmek's website
Jeffrey Neill, Financial Advisor serving the Portage, MI area - Ameriprise Advisors

Jeffrey Neill

Financial Advisor

Business Development Manager
Visit Jeffrey Neill's website
Ben Whitaker, Financial Advisor serving the Portage, MI area - Ameriprise Advisors

Ben Whitaker

Financial Advisor

Financial Planning Analyst
Visit Ben Whitaker's website

Austin Willson

Financial Advisor

Visit Austin Willson's website

Team

Donald Stoner

Donald Stoner

Operations Director,

Senior Vice President

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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Sarah Hansen

Sarah Hansen

Business Development Specialist

Qualifications

  • 15 Years + Client Service & Sales Experience

Roles & Responsibilities

  • Contact prospects to set up meetings or appointments
  • Assist with seminars and client appreciation events
  • Assist with key marketing activities
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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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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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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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Alexandra Hughes

Alexandra Hughes

Client Service Specialist

Qualifications

  • KVCC/Davenport University - Accounting
  • 4 + years in the Financial 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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Brooke Dykhuis-Leonard

Brooke Dykhuis-Leonard

Client Service Specialist

Qualifications

  • KVCC - Early Childhood Education and Business Administration
  • 10+ years in the Customer Service Industry

Roles & Responsibilities

  • Schedule client appointments
  • Provide administrative assistance
  • Conduct client appointment reminder calls and check-in calls on follow up items
  • Maintain client experience standards
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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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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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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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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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Leann Hanner

Client Service Specialist

Qualifications

  • 25 Years in Customer Service and Payables

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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