Saugatuck Financial Information
Contact top employees from
Saugatuck Financial
Summary
At Saugatuck Financial we are driven by our mission: to help clients live lives free of financial stress. We partner with each client to create and implement a financial plan that integrates risk mana...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Financial Planning, Tax Strategies, Retirement Planning, Risk Management, Wealth Management, Education Planning, Strategic Gifting, Legacy Planning, Estate Planning
Founded
2009
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Saugatuck Financial shows a diverse range of experience levels:
15% have been with the company for less than 1 year15% for 1–2 years15% for 3–4 years15% for 5–7 years23% for 8–10 years15% have over 11 years of service at Saugatuck FinancialEx-employees positions
In Company
In New Company
Contact top employees from
Saugatuck Financial
Thomas Taylor
Director of Financial Planning
Luke Andriuk
Director of Investments
Christy Charise
Founding Partner & CGO
Brittany Maltby
Wealth Management Advisor
Chris Thomas
Director of Planning and Analysis
Justin Charise
Founding Partner & CEO
John Leifels
Director of Financial Planning
Laurie Trepel
Executive Assistant
Laura Muniz Godoy
Investment Operations Associate
Clara Patton
Rotational Financial Analyst
