Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $11 billion in assets under management and assets under advisement (as of 6/30/2021). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan andfamily office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Consulting

Savant Wealth Management

Brent Brodeski

Jason English

Kevin Kingston

Anne Mank, CFP®, CPA, IHC

Wayne B. Titus III

Gina Beall, CIMA®

Robert Morrison

Patrick Lawlor - CFA®, CFP®

Myles Cavell

Maria LaMarca

Margaret Baer, IACCP®

LaVonne Brown

Kevin Hrdlicka

Julie Pipitone, SPHR

John McMillen, CFA, CFP®

Dick Bennett, CFP(R), AIF®

David Barton

The Leadership Team at Savant Wealth Management is responsible for setting strategic direction, driving operational excellence, and ensuring compliance across the organization. Comprising key executives, including the CEO and various department heads, this team collaborates to enhance client services, innovate financial solutions, and uphold the firm's commitment to independent, fee-only wealth management. They play a crucial role in shaping company culture and maintaining Savant's reputation as a trusted advisor in the financial industry.

Leadership Team

Investment Operations

Financial Analysis and Reporting Team

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Leadership Team

About

Team members

Other teams at Savant Wealth Management

Investment Operations

Financial Analysis and Reporting Team

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Leadership Team

About

Team members

Other teams at Savant Wealth Management

Investment Operations

Financial Analysis and Reporting Team

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