I joined Savant Wealth Management after my company was acquired in 2024. Although I live in Florida now, I was raised in Rockford, Illinois, where Savant is headquartered, making the transition even smoother. I’ve admired Savant’s success for years, and I’m thrilled to be part of such a respected team. What I enjoy most about Savant’s culture is how its core values—Excellence, Integrity, Lifelong Learning, Respect, Growth, and Servant Leadership—are embedded in everyone’s daily interactions here. These values guide us to strive for the best in everything we do.
As a regional manager of client services, I feel honored to serve our clients, financial advisors, and client service team. This role gives me both joy and purpose. The culture here perfectly reflects what I loved about my former firm and that’s very important to me. The opportunity to serve and support our team and clients keeps me motivated every day. The fun comes from the amazing team I work with—our dedication, drive, empathy, and support create a collaborative, joyful environment.
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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.