Throughout my 40-year entrepreneurial career, I’ve strived to provide high-quality financial planning and investment advisory services, while having fun doing it. Now, as an owner and employee of Savant, I’m grateful to be part of a firm that allows me to fully realize that goal. I love focusing most of my attention on clients and prospective clients, knowing that business operations are expertly managed by a team of experienced professionals. When a special client situation arises, we often have that expertise in-house. Working together, each of us doing what we’re uniquely qualified to do, enables us to accomplish far more as a team than we ever could alone.

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