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Savant Wealth Management

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Savant Wealth Management

Categories

Financial Services Financial Services/Insurance Financial Planning/Investments Financial Planning/Consultants Financial Institutions *Finance & Insurance Retirement Planning

Business

About

Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice and services to individuals, families, and businesses across the nation.

Membership Type

Business

Contacts

Mr. Brent Brodeski
Chief Executive Officer / Financial Advisor

Ms. Allison Alexander
Financial Advisor

Ms. Michelle Appino
Marketing Operations, Brand, and Integration Manager

Mr. Matthew Armstrong
Financial Advisor

Ms. Tracy Beard
Financial Advisor/Team Lead

Mr. Steve Bragg
Information Technology Infrastructure Administrator

Ms. LaVonne Brown
Chief Marketing and Communications Officer

Mr. Myles Cavell
Director of Partner Optimizaton

Mr. Casey Christianson
Financial Advisor

Mr. Michael Cyrs
Senior Director of Wealth Advisory

Mr. Jake Davenport
Manager of Portfolio Management

Mr. Scott Demler
Financial Advisor

Ms. Stacy Eckhardt
Controller

Mr. Keith Feggestad
Director of M&A Technology Integrations

Mr. Brad Felix
Director, Ideal Futures Platform

Mr. Jonathan Fuller
Investment Research Analyst

Ms. Mallory Gendron
Client Services Representative

Mr. Drake Grindle
Financial Advisor

Ms. Nicole Gruner
Retirement Plan Consultant

Ms. Theresa Harezlak
Financial Advisor

Ms. Patty Hutchinson
Director of Retirement Plan Services

Ms. Tawn Jacobs
Private Client Group Leader

Mr. Scott Kaiser
Financial Advisor

Ms. Val Kalen
Manager of Client Services

Ms. Stephanie Kaminski
Digital Marketing Manager

Dr. Brian Knabe MD
Financial Advisor

Mr. Scott Laue
Financial Advisor

Mr. Patrick Lawlor CFP, CFA
Head of Mergers and Acquistions

Mr. Jeff Lewis
Financial Advisor

Mr. Jakob Loescher CFP®, ChFC®, AIF®, CRPC®, CRPS
Financial Advisor / Team Lead

Mr. Stephen Lorence
Financial Advisor

Lynn Martin
Retirement Plan Services Supervisor

Mr. Kevin McFadden
Financial Advisor

Ms. Megan McIntire
Marketing Parner Coordinator

Mr. Ryan Monette
Fiduciary, Fee-Only Wealth Advisor / Team Lead / Owner

Mr. Grant Moore
Financial Advisor

Ms. Elizabeth Muldowney
Financial Advisor

Abby O'Rourke
Financial Advisor

Ms. Kelli Peterson
Tax and Training Manager

Ms. Carrie Petrak
Marketing Assistant

Ms. Isabelle Pierpont
Associate Advisor

Ms. Julie Pipitone
Director of Talent

Ms. Jennifer Prentice
Manager of Talent

Mr. Tom Ptacin
Financial Advisor

Ms. Stacy Roggensack
Compliance Specialist

Mr. Tim Rogowski
Chief Information Officer

Ms. Breanna Shellschmidt
Talent Acquistion Specialist

Dallas Traser
Associate Advisor

Ms. Christy Von Rotz
Senior Accountant

Mr. Chris Walters
Chief Advisory Officer

Ms. Marci Ward
Marketing Coordinator

Ms. Nicole Wood
Client Services Supervisor

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