OsborneKlein

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Advisors

Jason Klein, Financial Advisor serving the Petoskey, MI area - Ameriprise Advisors

Jason Klein

Financial Advisor

Managing Partner of OsborneKlein
Visit Jason Klein's website
Randy E Orwig, Financial Advisor serving the Petoskey, 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 Petoskey, 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 Petoskey, MI area - Ameriprise Advisors

Jackie Antone

Financial Advisor

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

Jeff Wynder

CRPC®

Financial Advisor

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

AJ Srmek

CFP®

Financial Advisor

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

Jeffrey Neill

Financial Advisor

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

Ben Whitaker

Financial Advisor

Financial Planning Analyst
Visit Ben Whitaker'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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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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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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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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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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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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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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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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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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