OsborneKlein

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.


Advisors

Jason Klein

Jason Klein

Financial Advisor

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Jeff Wynder

Jeff Wynder

Financial Advisor

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David Dilley

David Dilley

Financial Advisor

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AJ Srmek

AJ Srmek

Financial Advisor

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Gregory J Chimner

Gregory J Chimner

Financial Advisor

Visit Gregory J Chimner's website
Randy E Orwig

Randy E Orwig

Financial Advisor

Visit Randy E Orwig's website
Jeffrey  Neill

Jeffrey Neill

Financial Advisor

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 Specialist

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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Sharyn Olliffe

Sharyn Olliffe

Administrative Assistant

Qualifications

  • 20 + years experience in the Customer Service in the Private Club Industry

Roles & Responsibilities

  • Implement and maintain client experience standards
  • Schedule and confirm appointments for advisors
  • Provides administrative support
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Amy Rachac

Amy Rachac

Client Service Specialist

Qualifications

  • Cornerstone University - Accounting
  • 9+ 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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