Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

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

Jason Klein

APMA

Financial Advisor

Managing Partner of OsborneKlein
Learn more about Jason Klein Visit Jason Klein's website
Shaun Osborne, Private Wealth Advisor serving the Portage, MI area - Ameriprise Advisors

Shaun Osborne

CFP®, CRPC

Private Wealth Advisor

Managing Partner of OsborneKlein
Learn more about Shaun Osborne Visit Shaun Osborne's website
Paul Mysliwiec, Private Wealth Advisor serving the Portage, MI area - Ameriprise Advisors

Paul Mysliwiec

ChFC®, CLU®, CRPC

Private Wealth Advisor

Learn more about Paul Mysliwiec Visit Paul Mysliwiec's website
Gregory J Chimner, Financial Advisor serving the Portage, MI area - Ameriprise Advisors

Gregory J Chimner

CLTC®, RICP®

Financial Advisor

Learn more about Gregory J Chimner Visit Gregory J Chimner's website
Jackie Antone, Financial Advisor serving the Portage, MI area - Ameriprise Advisors

Jackie Antone

Financial Advisor

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

Jeff Wynder

CRPC

Financial Advisor

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

AJ Srmek

CFP®, CFA®

Financial Advisor

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

Jeffrey Neill

Financial Advisor

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

Ben Whitaker

APMA

Financial Advisor

Financial Planning Analyst
Learn more about Ben Whitaker Visit Ben Whitaker's website
Jared Mysliwiec, Financial Advisor serving the Portage, MI area - Ameriprise Advisors

Jared Mysliwiec

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Jared Mysliwiec Visit Jared Mysliwiec's website


Our team

Donald Stoner

Donald Stoner

Operations Director,

Senior Vice President of OsborneKlein

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
View more
Kelli Felmeden

Kelli Felmeden

Client Relationship Manager

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
View more
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
View more
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.
View more
Michael Bevins

Michael Bevins

Client Service Specialist,

Paraplanner
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
View more
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
View more
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
View more
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
View more
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
View more
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
View more
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
View more
Frederique Pfeiffer-Buongiorno

Frederique Pfeiffer-Buongiorno

Executive Assistant,

Client Relationship Manager

Roles & Responsibilities

  • Scheduling and Confirming Client Meetings
  • Meeting Materials & Performance Report Preparations
  • Client Relationship Based Communications, Seasonal Cards, and Facebook/Social Media Page Management
View more
Eric Fitzwilliams

Eric Fitzwilliams

Financial Planning Specialist

Nicolas Cugier

Nicolas Cugier

Marketing Specialist

Roles & Responsibilities

  • Marketing Strategy
  • Advertising and Communication
  • Social Media Marketing
View more
Makenna Grezlik

Makenna Grezlik

Client Service Specialist

Qualifications

  • BAA - Personal Financial Planning Major, General Business Minor, Gender Women Studies Minor - Western Michigan University - Kalamazoo, MI, 2023

View more