OsborneKlein

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Jason Klein

Jason Klein

Financial Advisor

Managing Partner
Visit Jason Klein's website
Jeff Wynder

Jeff Wynder

CRPC®

Financial Advisor

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David Dilley

David Dilley

RICP®

Financial Advisor

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AJ Srmek

AJ Srmek

CFA, CFP®

Financial Advisor

Operations Manager
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Gregory J Chimner

Gregory J Chimner

CLTC®, RICP®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Gregory J Chimner's website
Randy E Orwig

Randy E Orwig

CRPC®, RICP®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Randy E Orwig's website
Jeffrey Neill

Jeffrey Neill

Financial Advisor

Business Development Manager
Visit Jeffrey Neill'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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Stephanie Huynh

Stephanie Huynh

Practice Manager

Qualifications

  • Grand Valley State University - Advertising
  • 7+ years experience in the customer service industry

Roles & Responsibilities

  • Facilitates business processing after client meetings
  • Coordinates client meeting activity
  • Prepares documents for clients
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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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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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Heidi Haaxma

Heidi Haaxma

Client Service Manager

Qualifications

  • 20+ years experience in the financial services industry
  • Microsoft Certified

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Client service and transactions
  • Technology support
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Larissa Groves

Larissa Groves

Client Service Specialist

Qualifications

  • Studying at Kalamazoo Valley Community College
  • 6+ years experience in the customer service industry

Roles & Responsibilities

  • Facilitates business processing after client meetings
  • Coordinates client meeting activity
  • Prepares documents for clients
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Krissy Dill

Krissy Dill

Client Service Specialist

Qualifications

  • Davenport University – Management
  • 2 + years experience in the customer service industry

Roles & Responsibilities

  • Facilitates business processing after client meetings
  • Coordinates client meeting activity
  • Prepares documents for clients
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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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