About Us
Why Choose SJS Investment Services
Since 1995, we’ve been a Registered Independent Advisory (RIA) firm dedicated to putting your best interests first—delivering personalized, fiduciary-driven investment solutions every step of the way.
We are proud of our reputation as a nationally-recognized wealth management firm with over $3.2 billion in assets under management* based in the Toledo, Ohio metropolitan area. We serve individuals, businesses, and organizations located across the United States.
Our clients’ interests are the main priority for our local financial advisors, and our investment philosophy and service standards are built on this unwavering commitment and fiduciary duty. With an unrelenting passion for excellence, we are set apart by the following principles.
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Our investment management process, MarketPlus® Investing, serves you throughout the various stages of your life. It is a simple and easy-to-understand process for investing that is founded on science rather than speculation. Our team aims to provide a major money center investment experience to you no matter where you live, where you work or when you need it.
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You come first. All the time. Every time. It isn’t just a slogan. It’s how we live our lives. SJS was founded on this client-first philosophy.
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No one person is smarter than the collective whole. When you have one of us working on your side, you have all of us, even if you regularly meet or speak with only one or two team members. We call it bench strength — with an emphasis on strength. We don’t fly solo, and neither do you.
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Did you know that we can work with other professionals who support and assist you? We can work with your accountant to help streamline your finances and coordinate tax planning. We can work with your estate planning attorney to assist with implementing your estate plan, titling your accounts properly, and correctly naming your beneficiaries.
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Fee transparency is very important to us. We have been an independent registered investment advisory firm with the U.S. Securities and Exchange Commission (SEC) since our founding. We charge a fee based on assets under management that is paid directly by our clients.
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Our team members include Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER® (CFP®) charterholders. We believe that learning is a constant endeavor that helps us to continue to provide you with the timely advice you need.
Our Purpose, Mission, & Values
Purpose
Empowering You to Build a Better Life
Mission
Peace of Mind
Core Values
Integrity – We do the right thing, always. It’s the foundation of earning and keeping your trust.
Client-Centric – You are at the center of every decision we make.
Accountability – Excellence is the standard — personally and organizationally.
Proactive – We anticipate what’s next and take action every day.
Collaborative – Working together as a unified team and with our partners sets us apart.
Giving – Sharing our time, talent, and treasure to help make our communities stronger is a common thread that spans through the fabric of our team.
Servant Leadership – Humbly putting others first is admired and something we celebrate.
Meet Your Team
Our team of wealth management professionals and financial advisors in Toledo, Perrysburg, Chicago, and Scottsdale have deep expertise, diverse perspectives, and a shared passion for putting your interests first. Each team member is committed to delivering personalized advice and exceptional service. Get to know the people who will guide your financial journey and learn more about their backgrounds, credentials, and how they’ll work together to help you achieve your goals.
Scott J. Savage
Founder & CEO*
Kevin Kelly, CFA
President, Chief Compliance Officer*
Jennifer Smiljanich, CFP®
Managing Director, Advisory Services, Senior Advisor*
Jeff Yost
Managing Director, Client Services
Chris Taylor
Chief Operating Officer
Andrew Schaetzke, CFP®
Managing Director, Strategy, Senior Advisor*
Thomas Kelly, CFA
Chief Investment Officer, Senior Advisor*
Meredith Sleet
Executive Assistant, Sylvania
Kirk Ludwig, AIF®
Senior Advisor, Director of Institutional
Investment Management*
Gary Geiger, CLU®, AIF®
Senior Advisor
Lisa Denstorff
Client Services Manager
Bobby Adusumilli, CFA
Advisor, Compliance Director
Austin Grizzell, CFP®, CPWA®
Advisor*
Grant Sims, CFP®
Advisor
Molly LaClair
Associate Advisor
Katie Cristofoli
Associate Advisor
Katie Floyd
Associate Advisor
Jeff Lewis
Associate Advisor
Ryan Walter
Client Services Manager
Tiffany Wilson
HR Director
Rae Navarre
Marketing Director
Elizabeth Molique
Investment Analyst
Marcus Doore
Executive Assistant, Perrysburg
Lira
SJS Sponsored Assistance
Dog & Mascot
Elizabeth Speweik
Client Services Associate
* Investment Committee Member
If you are interested in joining our Team, please see our Careers page.
SJS Cares
Serving communities is at the heart of everything we do at SJS. Beyond the services we provide, we are committed to making a lasting impact in the communities we serve through programs that support individuals and families, create educational opportunities for children in need, and help make cities and towns better places to live.
To learn more about the communities and organizations we support, visit our SJS Cares page.
Schedule a Discovery Meeting
We’re here to help you live the life you love, care for the people you cherish, and achieve your dreams. Reach out today to schedule your complimentary discovery meeting and take the first step toward achieving your financial goals.
Call (800) 434-4406, fill out the form below or visit our Contact page for more information.