The Team

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.

Our Advisors

Jason Klein

Jason Klein

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
CA Insurance #0E52153

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Jeff Wynder

Jeff Wynder

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Planning Strategies

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David Dilley

David Dilley

Financial Advisor

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Designations

RICP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies

Education

Michigan State University, BA in Political Science Pre Law

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AJ Srmek

AJ Srmek

Financial Advisor

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Designations

CFA

Top Areas of Focus

  • Investments
  • Family Finances
  • Tax Planning Strategies

Education

BA - Management in Finance - University of Notre Dame

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Gregory J Chimner

Gregory J Chimner

Financial Advisor

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Designations

CRPC®, RICP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

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Randy E Orwig

Randy E Orwig

Financial Advisor

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Designations

CRPC®, RICP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investment Management

Education

BBA-Bachelor Business Administration-Western Michigan University-Kalamazoo, MI, 1977

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