
I joined Savant over 17 years ago because I wanted to be part of a financial firm that truly puts clients’ interests first. I was fortunate to secure an internship. From day one, I fell in love with the culture, the opportunities for growth, and the unwavering commitment to clients—and I’ve never looked back.
What I enjoy most about Savant is the collaborative and growth-oriented culture. People work hard, support one another, and embrace lifelong learning. The company has a proper growth mindset, which extends to how we serve clients. Over the years, Savant has evolved from an investment management firm into a comprehensive wealth management provider, offering financial planning, estate planning, insurance, tax advice and preparation, trusts, and more. As we expand our capabilities, I’m excited to be part of a firm that constantly evolves.


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DISCLAIMER: Life at Savant testimonials reflect personal experiences from Savant team members and are intended to share insights into our workplace culture. They should not be construed as a testimonial of Savant’s advisory services or client experiences.