Steve Brunk is the Division Manager for Financial Services. Since 1995, he has guided LD&B clients as they develop and maintain a plan that encourages them to save for their future, protect their loved ones, and reach their financial goals. He is passionate about LD&B’s mission to give back to the local communities. When he is away from the office, Steve enjoys spending time with his family, the outdoors, camping, biking, and all kinds of international cuisine.
Adam Savanick specializes in a comprehensive financial and legacy planning through collaborative discussions with his clients. His passion is helping individuals and business owners navigate challenges and identify the opportunities surrounding retirement and finances. Adam enjoys spending time with his family, at the BBQ pit, or playing a round of golf.
Malachi J. Bontrager takes a client-centered approach as a financial guide. He loves getting to know his clients and learning more about their unique needs. His goal is to point out opportunities, help clients avoid financial pitfalls, and empower them to climb to new heights. Trained as a wilderness guide, Malachi became passionate about finances after taking an investing class in his last semester of university.
Tessa von Lossberg joined LD&B in 2020 after graduating from Bridgewater College. She specializes in life, long-term care, and disability insurance. She takes pride in ensuring that you receive the most suitable coverage that meets your needs, providing you with peace of mind and security for the future. When she's not in the office, you can find her horseback riding, spending time with family and friends, and discovering new places and cuisine.
Check the background of this firm on FINRA’s BrokerCheck.
DISCLOSURE: Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
