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 Investment Operations team at Savant Wealth Management is responsible for the efficient management of investment processes and client portfolio integration. This team ensures accurate transaction processing, billing, and compliance while providing analytical support for investment strategies. By collaborating closely with financial advisors and portfolio managers, the team helps optimize client investment experiences and drive operational excellence within the firm.

Investment Operations

Leadership Team

Financial Analysis and Reporting Team

Investment Operations

About

Team members

Other teams at Savant Wealth Management

Leadership Team

Financial Analysis and Reporting Team